YBB Capital
677Followers30Articles
Native crypto is gradually moving towards the end of the law era, shifting from a decentralized narrative to a compliance, financialized, and attention-driven reality. The inclusion of stablecoins in regulation, the platformization of asset issuance, the liquidity game led by MMEs, and the attention economy where content and traffic are king are reshaping the industry landscape.
YBB Capital2025-05-30 02:00
Metis launched the high-performance subchain Hyperion, which aims to break through the performance bottleneck of Ethereum L2 and support on-chain AI reasoning and native agent deployment. Through parallel execution, decentralized sorter and MetisVM virtual machine, Hyperion achieves millisecond-level confirmation and modular expansion capabilities, providing infrastructure support for AI contracts and on-chain autonomous agents. Compared with Solana's off-chain AI calling solution, Hyperion emphasizes on-chain execution and verifiability, and attempts to open a new path for AI applications in the Ethereum ecosystem.
YBB Capital2025-05-21 11:59
In the world of Web3, marketing is no longer just about attracting users, but a key force in shaping and leading the market. From NFT to SocialFi, celebrity coins to DeFi, marketing strategies are gradually expanding to a wider audience and diversified tools. In this competition, the success of a project depends not only on technology and innovation, but also on how to connect with users through "emotion" and "narrative". As the market gradually matures, traditional marketing strategies are colliding with the decentralized concept of blockchain, forming a unique "marketing aesthetics".
YBB Capital2025-05-01 02:00
The Thunderbolt protocol reconstructs the off-chain interaction logic in the form of a soft fork, introduces UTXO Bundling and OP_CAT, improves scalability and programmability, brings a more native and composable infrastructure paradigm to BTCFi, and redefines the possibilities of Bitcoin off-chain applications.
YBB Capital2025-04-24 03:00
On March 26, Hyperliquid suffered the most serious attack to date, triggering widespread reflection in the decentralized perpetual contract market. The attacker used high leverage and weak liquidity Meme coins for precise arbitrage, forcing the platform to liquidate the treasury HLP to take over the huge losses. The incident revealed the core defects of Perp Dex in governance mechanism, risk control and structural design, and also reflected the structural contradiction between decentralization ideals and capital efficiency. Although Hyperliquid is famous for its CEX-level performance, its decentralized underlying logic is facing unprecedented systemic challenges.
YBB Capital2025-04-03 10:21
The Ethereum Pectra upgrade combines the Prague and Electra versions, marking a deep integration of the execution layer and the consensus layer, aiming to improve the staking mechanism, optimize L2 scalability, and enhance network governance. Core improvements such as account abstraction (EIP-7702) and increased validator staking limits (EIP-7251) have made Ethereum more institutional, while also sparking controversy over the decline in decentralization. Faced with the "parasitic effect" of the L2 ecosystem and ETH inflation pressure, Ethereum is standing at a critical decision point. How to balance decentralization and capital attractiveness will determine whether it can maintain its dominance in the public chain in the future.
YBB Capital2025-03-13 07:04
After the launch of the Bitcoin spot ETF, the RWA track has entered a new stage of capital competition. Wall Street financial giants are accelerating the promotion of securities on the chain to compete for the dominance of the global financial system. Projects such as Ondo Finance attempt to promote the tokenization of RWA within the compliance framework, while the deep involvement of traditional institutions such as BlackRock has made the game between decentralized finance and centralized capital more intense. Regulatory arbitrage, liquidity manipulation, asset securitization and other means have become the core of the secret struggle. The crypto market is undergoing a power reconstruction caused by RWA, and its ultimate direction will profoundly affect the financial market structure.
YBB Capital2025-02-13 04:00
AI frameworks are transforming from traditional centralized architectures to decentralized models. As the core driving force of this transformation, intelligent agents are providing more efficient solutions for various applications. In this process, blockchain technology provides a lower-cost, more secure infrastructure, which promotes the chain development of Agents. By integrating DeFi and intelligent agents, future AI systems will have stronger self-adaptability and interactivity. Exploring the innovative development of these frameworks will bring more unprecedented business opportunities to the Web3 ecosystem.
YBB Capital2025-01-09 02:00
AI Agent and DeSci are leading the innovation wave in the blockchain and crypto markets, driving the rise of new Meme tokens. With the transparency and data advantages of blockchain, AI Agent has gradually become a hot spot for investment and technological development, attracting high attention from the market. At the same time, DeSci optimizes the infrastructure of scientific research through Web3 technology, introduces decentralized funding and intellectual property management, and solves traditional problems in scientific research. Together, the two promote the cross-border integration of digital currency and scientific research, bringing more potential for future development.
YBB Capital2025-01-03 03:00
In 2025, the future of blockchain, DeFi and cryptocurrency faces unprecedented challenges and opportunities. With the development of technology and changes in market demand, stablecoins, payment systems, decentralized exchanges and asset issuance will become key areas of industry development. Stablecoins will move towards more stable underlying assets and decentralized governance, and the payment field will usher in new payment methods based on blockchain, reducing cross-border remittance costs and optimizing financial services in emerging markets. The combination of decentralized exchanges and AI agents will promote the innovation of the financial ecosystem, and the risks brought about by the lower threshold for asset issuance have also prompted the industry to re-examine the core value and development direction of blockchain.
YBB Capital2024-12-27 05:00
In 2025, the DeFi ecosystem will usher in a full recovery driven by technology, policies and markets. The AAVE lending protocol has redefined liquidity management through the innovation of version V4 and has become the core force of the lending market. At the same time, Hyperliquid has quickly emerged as an emerging dark horse in the field of derivatives with its outstanding performance in the decentralized perpetual contract platform. The support of US policies for DeFi has also brought more opportunities to the market, further stimulating innovation and growth. In many fields such as stablecoins, cross-chain solutions and liquidity supply, DeFi will usher in all-round vigorous development in 2025 and become an important part of the global financial system.
YBB Capital2024-12-20 02:00
Stablecoins are a vital component in the crypto space, and their stability and decentralization have become key competitive points. As the market demand for innovative stablecoins increases, projects such as Ethena, Usual, and f(x)Protocol have proposed different solutions. Ethena achieves a high-yield floating annualized rate of return by combining Cex and on-chain collateral for risk hedging; Usual uses U.S. Treasury bonds as its core support and shares the proceeds with users, breaking the control method of traditional stablecoins; f(x)Protocol provides a decentralized, non-overcollateralized stablecoin framework through complex leverage mechanisms and liquidity pool design. Different models show the diversity and potential of the future development of stablecoins.
YBB Capital2024-12-11 23:00
Columns
