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Summer Capital
Summer Capital 是一家多元投资公司,专注于区块链、医疗保健和技术驱动型消费领域。 我们通过旗下子公司 Summer Ventures 投资于现实世界的区块链基础设施,结合深厚的专业知识和行业网络,以支持可扩展的长期影响力。
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Why Solana, the King of On-Chain Spot, Stumbled in the Derivatives Market?
Solana dominates on-chain spot but loses the Perp market, with HyperLiquid overwhelming at 70% share. The core constraint is not speed, but unpredictable ordering. Solana fights back through upgrades like Alpenglow and BAM, with long-term advantages in DeFi composability and ecosystem flywheel.
Summer Capital
06/23/2026, 07:12 AM
解构DAT:构建超越mNAV的深度分析
多数投资者仍仅通过mNAV (市值/净资产价值比率) 这一狭窄视角评估DAT,未能理解其核心价值、财库策略或发行纪律的内在机制。为此,我们参照合作伙伴 Pantera 构建的DAT数据看板编译了本报告,旨在推动讨论、澄清误解,并建立更严谨的DAT评估框架。
Summer Capital
11/21/2025, 11:32 PM
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