岳小鱼
Web3项目投研
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With even MicroStrategy facing scrutiny, does Bitcoin Treasury have a future?
Whoever converts their BTC holdings into a yield-generating asset first will be able to obtain a sustainable premium again.
岳小鱼2025-11-24 11:00
Bitcoin plunges 30%, has it really entered a bear market? A comprehensive assessment using 5 analytical frameworks.
The traditional four-year cycle driven by Bitcoin halvings has been distorted in 2025, mainly due to the influence of ETFs and the entry of traditional capital.
岳小鱼2025-11-20 10:00
10 Observations on Hong Kong's Blockchain Regulatory Environment: Pessimistic in the Short to Medium Term, Optimistic in the Long Term
The lack of clear and effective regulations actually serves as a protection and barrier for existing cryptocurrency practitioners.
岳小鱼2025-11-18 00:00
The Future of Hyperliquid: HIP-3 and HyperStone
The future of Hyperliquid lies in HIP-3, and the foundation of HIP-3 lies in HyperStone.
岳小鱼2025-11-14 03:00
Prediction markets = casinos? A systematic comparison of the differences between the two.
This article, from the perspective of casinos, systematically elaborates on the differences, advantages, and disadvantages between prediction markets and traditional casinos, and proposes relevant solutions.
岳小鱼2025-11-03 09:00
The battle of the five major exchange platform coins: Who will come out on top this time?
From the perspective of the use scenarios of platform coins, the leading exchanges have the same direction: integrating multiple business lines, empowering platform coins, and achieving artificial deflation through methods such as destruction, thereby raising coin prices and further activating their own public chain ecosystem.
岳小鱼2025-09-03 04:00
95% gross profit margin, is Arbitrum using DAO to create a cyber nation?
Is the ultimate goal of the Web3 industry to build a cyber nation?
岳小鱼2025-08-12 06:00
Three major challenges behind Circle, the first compliant stablecoin
Circle’s listing has sparked market attention to stablecoins, making it the first compliant stablecoin. However, there are hidden dangers behind the glamour.
岳小鱼2025-08-07 05:00
The Prototype of DeFi's "Federal Reserve"? How Treehouse Ushers in a New Era of Crypto Fixed Income
DeFi has become a very mature infrastructure. There are three major future directions: integrated returns, smart arbitrage, and integration with CeFi. The Treehouse project, which was recently launched on Binance spot, implies these three directions and can be said to be a typical example.
岳小鱼2025-08-04 04:13
Who is the biggest winner in this wave of stablecoin craze?
It’s a melee at the beginning, and the player who emerges last wins.
岳小鱼2025-07-22 11:00
The future pattern of stablecoin track: compliant stablecoin + offshore stablecoin + decentralized stablecoin
First of all, there will be a "hundred-coin war" in the stablecoin track in the future. After fierce competition, USDT will still be the leader of offshore stablecoins, and USDC will still be the leader of compliant stablecoins, but a large number of mid- and low-end stablecoins will remain.
岳小鱼2025-06-27 03:00
Pop Mart’s three-stage rocket: How does Labubu use emotional value to leverage a trillion-dollar market?
The celebrity effect and social media communication act as "detonators", transforming Labubu into a global social currency and driving viral spread.
岳小鱼2025-06-25 07:00
Six major forces compete for hegemony in the stablecoin world
USDT is undoubtedly the leader in offshore stablecoins, while USDC is the leader in compliant stablecoins.
岳小鱼2025-06-20 06:00
Please identify yourself: Which type of on-chain player are you? Which type of player are you suitable to be?
On-chain users can be roughly divided into three categories: airdrop players, DeFi players, and trading players.
岳小鱼2025-04-14 01:30
Memecoin market data review over the past year: How many golden dogs appeared? How many people caught the golden dogs?
Taking advantage of the intermission of the current market, we can review and summarize, roughly calculate the data of the Golden Dogs of different chains, and understand specifically whether the wealth-creating effect of Meme coins is real and how strong it is.
岳小鱼2025-03-14 07:00
Newbie Science Post: What is Token Economics?
For ordinary users, carefully evaluating the token economics of a project before deciding to participate in it is a critical step. Only by fully understanding the project itself can you increase the success rate of your investment.
岳小鱼2025-03-04 04:00
SOL, XRP, and ADA are on the list: A 3-minute review of Trump’s national reserve plan
A brief analysis of Trump's call to list SOL, XRP, and ADA as national reserves.
岳小鱼2025-03-03 09:00
Is one Yap worth $50? A quick guide to the potential big money project Kaito
Recently, there have been a lot of tweets on Twitter talking about Kaito and Yap Crazy. What exactly is this project and how to play it?
岳小鱼2025-01-28 08:44
How did Roam, the leading DePIN platform, achieve its status as the top platform on Solana official website and be connected to 1.28 million devices worldwide?
Now the new leader of DePIN is Roam. More importantly, Roam is the only DePIN project that has not yet issued a coin. Ordinary users can still participate now, and they may be rewarded with airdrops.
岳小鱼2025-01-15 09:00
In-depth analysis of the narrative evolution of AI+Crypto: an introductory guide to the AI Agent track
AI has evolved to a new stage: AI Agent.
岳小鱼2025-01-13 06:00
Reflection on the "1800BTC Incident": What exactly is the "fake TVL" in the Bitcoin ecosystem?
Our industry has always been based on TVL supremacy, but not all TVL is valuable.
岳小鱼2025-01-06 08:00
From on-chain fund transfer station to on-chain financial management tool, analysis of the use scenarios of chain abstraction C-end product UniversalX
UniversalX, a benchmark product of chain abstraction, has already formed a unique user experience in its first product, but what it lacks now is a more sticky usage scenario, that is, how to help users make money.
岳小鱼2024-12-16 08:00
Why is Babylon considered the number one “big hair” in the Bitcoin ecosystem?
Now, Babylon has opened the third phase of staking, which will last for 1,000 blocks and about a week. The minimum staking amount is 0.005 BTC, which is about $500.
岳小鱼2024-12-12 10:00
Unexpected "big hair", Movement's failed airdrop review
I completely missed the Movement airdrop, but looking back now, I probably wouldn’t have participated.
岳小鱼2024-12-10 13:00
Web3 Airdrop Beginner's Guide: Every newcomer in the industry recommends starting with airdrops and earning while learning!
For newcomers to the Web3 industry, airdrops are a good way to learn.
岳小鱼2024-12-06 06:30
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