陈默 cmDeFi
cmdefi.io - 中文CRYPTO投研 影片/文章/连载/社群
81Followers22Articles
Robinhood Chain Traffic Can't Save UNI? Understanding the 'Fixed Costs' That Passive AMMs Cannot Eliminate
Uniswap's fee revenue is astonishing, but why is UNI token value far inferior to Hyperliquid? In-depth analysis of the underlying logic of passive AMMs and the truth about impermanent loss.
陈默 cmDeFi
Behind the 20% layoffs, the Ethereum Foundation launched a new five-layer architecture
Compared to the original loose foundation structure, EF will clearly define what it should do in the coming years.
陈默 cmDeFi
Behind the rejection of a $17 million CRV grant: weakened founders' proposal power, with Convex and Yearn becoming the main players in governance.
Curve DAO governance has entered an era dominated by capital.
陈默 cmDeFi
Recent DeFi Developments at a Glance: Stablecoin Public Chains Face Inflationary Pressures, RWA Faces its "SEC Moment"
Market sentiment is generally bearish, with some trading groups focusing solely on chart patterns seeing losses below 50,000.
陈默 cmDeFi
Aave Sovereignty Dispute: Agreement to DAO, Products to Labs?
Who exactly is the owner of Aave?
陈默 cmDeFi
Weekly DeFi Observation: Perps Intensifies Competition, Established DeFi Players Enter the Fray
Aave changes, Sky breaks up with Ave, Maple gets a new partner, and the Perps trend continues.
陈默 cmDeFi
A look at the century-long evolution of US 401(k) pension investment strategies
Accelerate the maturity of the crypto market, provide national endorsement, the possibility of massive capital inflows, and a new "strategic coin hoarding" pool.
陈默 cmDeFi
DeFi Weekly Thoughts: USDT0 Full Chain Expansion, Veterans Return Together
ETH upgrades RWA, cooking is in progress, DeFi giants come together to start exclusive Lego time, thoughts on DeFi in the past week.
陈默 cmDeFi
Interpretation of DeFi trends of the week: old DeFi has new moves, Ethena releases a new public chain
What happened in DeFi in the past week?
陈默 cmDeFi
Broker Act repeal, CAKE governance attack... 10 recent thoughts on DeFi
DeFi loosening, broker bill repeal, CAKE governance attack, sUSD continues to decouple, resuming recent thinking on DeFi.
陈默 cmDeFi
Important progress in the DeFi track in the past week: Ethena set off a stablecoin season, INK joined the OP super chain
In the past week, the stablecoin Season and Superchain narratives offer thoughts on the DeFi world.
陈默 cmDeFi
FDV exceeds 9 billion US dollars and the community has given it positive reviews. Why is Hyperliquiquid successful?
Don't raise funds, don't pursue listing on a big firm, and don't deliberately spend money on advertising. It's easier to gain favor in this round of the market by taking a bottom-up approach.
陈默 cmDeFi
亲兵与诸侯：Puffer UniFi (Based Rollup) 与主流 Rollup
Based Rollup 与主流 Rollup 将形成不同的以太坊生态格局。
陈默 cmDeFi
浅析BTC跨链新策略：Symbiosis的实现过程与技术解析
Symbiosis的跨链方案为何值得关注？
陈默 cmDeFi
近期安全事故频发，加密用户需要关注4个核心问题
「安全」 应该是行业未来至少 10 年内最大的话题，因为它目前在去中心化和中心化两端都存在矛盾点。
陈默 cmDeFi
Industry News
Market Trends
Curated Readings
Subscribe