链捕手 ChainCatcher
452Followers603Articles
There is no such thing as free infrastructure. Looking at the debate over open-source monetization of L2 from the perspective of Base's solo flight...
While Base's departure was certainly a blow to Optimism, it would be premature to conclude that the hyperchain model itself has failed.
链捕手 ChainCatcher
Andrew Kang: Abandon Short-Termism, Embrace Exponential Growth
Embrace the "exponential vision," seize the biggest upside risk in history brought about by the AI ​​singularity, and don't let short-term fluctuations become noise.
链捕手 ChainCatcher
Aave Founder: Why is lending the most empowering financial product?
Lending will become the most empowering financial product, simply because the cost structure of decentralized finance will allow rapidly flowing capital to flow into the application scenarios that need it most. Abundant capital will create numerous opportunities.
链捕手 ChainCatcher
在Multicoin干了三年，怎么看“喊单王”Kyle宣布退圈
前Multicoin Capital合伙人Mable Jiang分享Kyle Samani的非共识押注策略，探讨Solana链上纳斯达克愿景与永续合约去中心化交易所的博弈，揭示专注擅长游戏的投资哲学
链捕手 ChainCatcher
a16z: Five Reasons Why Blockchain is a Key Piece of the AI ​​Puzzle, From Identity to Payment
If we desire an internet where AI agents can operate efficiently without eroding trust, blockchain is by no means a dispensable facility: it is a key piece of the puzzle that enables the healthy functioning of an AI-native internet.
链捕手 ChainCatcher
Aave founder spends millions to "buy up" a luxury mansion; a glimpse into the "shopping spree" list of crypto billionaires.
Besides the founder of DeFi platform Aave reportedly purchasing a $30 million London mansion, other crypto billionaires have also quietly turned to traditional real estate as a safe haven.
链捕手 ChainCatcher
Refusing to create garbage, Crypto finally learned to manage its tokens with an equity mindset in 2026.
There is a "good coin" problem in the crypto space. Most tokens are not treated with the same seriousness by the team at the legal and strategic level as they would equity, and the market naturally reflects this in the token price.
链捕手 ChainCatcher
Bankless founder: As Trump tears up the old order, Ethereum is building new rules.
The Davos Forum focused on cryptocurrencies, but the Trump administration revealed a shift in the international order, moving from a "rules-based" to a "law of the jungle." Bitcoin and Ethereum, as decentralized protocols, may offer a new layer of global coordination, replacing the fragile United Nations system.
链捕手 ChainCatcher
Founder of 6th Man Ventures: Forget the “token vs. equity” debate, what really needs to be trusted?
While token mechanisms may be inferior to equity at the application layer, pure equity is less flexible than tokens. Future designs may feature "equity plus" tokens, requiring a high degree of trust in the team to drive token appreciation.
链捕手 ChainCatcher
Perhaps at the very beginning of 2026, we've all been set up by Wintertermute.
When everyone in the market is staring at BlackRock and Wintertermute's wallet addresses, what we're trading may no longer be the value of cryptocurrency itself, but rather suspicion and emotions.
链捕手 ChainCatcher
After botching three projects and being rejected 500 times, I finally grasped the true essence of Web3 entrepreneurship on Solana.
Speed of iteration, user-centric thinking, and marketing capabilities are more important than perfect technology.
链捕手 ChainCatcher
Paradigm, a top-tier crypto VC firm that has repeatedly invested in star projects, has fallen into silence.
Paradigm's investment frequency has decreased significantly in the past two or three years, and it lacks a "representative work" with industry consensus, and has missed many high-return projects. These may be the main sources of Paradigm's predicament.
链捕手 ChainCatcher
In this bubble of incentives, who will pay for the false prosperity of Lighters?
How much of this airdrop frenzy represents genuine growth, and how much is merely a fleeting illusion fueled by a bubble? Does the Perp DEX sector truly possess sustainable value?
链捕手 ChainCatcher
Hidden Concerns Behind Web3 Super Unicorn Phantom
2025 will be a year of extremes for Phantom: on one hand, it will see rapid breakthroughs in user base and product development, and on the other hand, its trading volume share will be significantly eroded by exchange-affiliated wallets.
链捕手 ChainCatcher
With the Bank of Japan issuing increasingly hawkish signals, where will risk assets go?
The Bank of Japan raised interest rates by 25 basis points to 0.75%, a new high since 1995, marking the end of the era of ultra-loose monetary policy. Markets reacted calmly, with inflation data supporting the rate hike, potentially marking a turning point in global risk asset liquidity.
链捕手 ChainCatcher
Industry News
Market Trends
Curated Readings
Subscribe