链捕手 ChainCatcher
472Followers664Articles
Linera Community Round Fundraising Encounters Cold Shoulder: Why Is the "a16z Concept" No Longer Selling?
Linera's community round raised $848,000, falling short of the $1.5 million target, and funds have been returned. Backed by a16z with tens of millions in funding, the mainnet has not launched in three years, and the market no longer buys into dream valuations.
链捕手 ChainCatcher
a16z Crypto Breaks Down: Four Key Capabilities for Blockchain as Financial Infrastructure
a16z analyzes key challenges for blockchain financial adoption: from throughput to predictability, resilience, and privacy—can blockchain meet the stringent operational requirements of global financial markets?
链捕手 ChainCatcher
Strive高管：重新理解比特币价格飞轮
比特币波动率降至44%，幂律轨迹或将被打破，信贷飞轮推动价格重新加速。
链捕手 ChainCatcher
Buybacks funded by USDC reserve yields: How far can HYPE go after its new high?
HYPE has become an asset that investors in the current crypto market cannot ignore. This article examines the quality of Hyperliquid's recent rally from three dimensions: supply side, demand side, and fundamentals.
链捕手 ChainCatcher
After Selling Vector, I Watched How Competitor Fomo Achieved What We Couldn't
A former Vector executive reviews: We built a social trading app with a daily trading volume of $20 million; now Fomo has surpassed $100 million in daily trading volume with a similar model. Meme coins are just the entry point; on-chain social trading may become the next trillion-dollar opportunity.
链捕手 ChainCatcher
Alliance Co-founder: AI Agent Is the Missing Piece of Web3
Chris Dixon predicted crypto and ownership, but the real protagonist is not humans, but AI Agents. The next-generation internet is composed of crypto, AI, robots, and computing power, and open infrastructure will usher in an explosion.
链捕手 ChainCatcher
Cosmos disclosed high-risk patch without advance notice, hackers raced to drain multiple project treasuries
The Cosmos ecosystem suffered an avoidable security disaster. Treasuries of MANTRA, TAC, KiiChain and other chains were looted by hackers. KII, TAC, and NES tokens plunged more than 90% within hours. The vulnerability was in the Cosmos EVM module; the security patch was made public without notifying downstream projects, drawing criticism as a coordination failure.
链捕手 ChainCatcher
熊市已过？Strive CEO 详解如何通过资产配置放大比特币收益
比特币与黄金比率释放关键信号，美元走弱叠加AI稀缺性需求，比特币有望成为跑得最快的资产，新一轮周期或超预期。
链捕手 ChainCatcher
Arca首席投资官：协议开始赚钱后，代币该如何估值？
加密协议终于开始真正赚钱了，但代币持有者能分享多少收益？Arca首席投资官深度指出，代币回购是直接连接收入与价值的机制，但不是唯一路径。协议收入终将传导至代币，估值折价有望收窄，加密投资正走向基本面定价时代。
链捕手 ChainCatcher
Q2 Wall Street institutional crypto holdings: most institutions increased positions against the trend, ETH exposure comprehensively outperformed BTC
In Q2, ETF fund flows and institutional behavior decoupled, and the institutionalization of crypto assets is deepening; at the same time, institutions are increasingly divergent on crypto-related stock targets.
链捕手 ChainCatcher
Uniswap 创始人：AMM 如何成为金融市场的核心引擎？
被动流动性（AMM）将像被动投资（指数基金）一样，凭借其低门槛和高效率，最终在更广泛的金融市场中胜出。
链捕手 ChainCatcher
Delphi Digital研究员：如何判断一个项目是否真的被低估？
读懂估值重估，捕捉真正机会。
链捕手 ChainCatcher
解析稳定币真实使用场景与区域机会
亚太稳定币交易量全球领先，境内转账占六成以上，跨境支付需求集中在印尼、韩国等市场。本文基于152亿美元链上数据，解析稳定币真实使用场景与区域机会。
链捕手 ChainCatcher
比特币的前景展望：链上数据揭示的“底部”逻辑
比特币目前已进入“深度价值区间”，大部分负面风险（如财库公司抛售、量子计算担忧）已被市场价格充分消化。虽然短期内可能仍有波动，但从长期配置角度看，当前已具备积累筹码的价值。
链捕手 ChainCatcher
Discussing L1 Value Capture from Two Solana Proposals
Solana's SIMD 550 and SIMD 553 proposals are about to be voted on, reigniting the debate on L1 token valuation. From asset pricing theory to revenue quality, this article proposes a standard model: only fees burned or distributed to stakers accrue value, and inflationary rewards are not revenue. Revenue quality is more important than quantity—identify sustainable fees to determine the true value of the token.
链捕手 ChainCatcher
Industry News
Market Trends
Curated Readings
Subscribe