New Project Selection: Capturing the New Web3 Narrative

New Project Selection: Capturing the New Web3 Narrative

Web3 is entering an era of great development, with new projects emerging continuously. This special topic collects, organizes, and screens these new projects, hoping that readers can capture new narratives from them.

460 articles
PEARL 狂热背后的四大致命隐患
PEARL代币基本面遭深度看空，Blockworks研报揭露四大致命隐患：年通胀85%吞噬二级市场，AI收入全以法币结算令代币沦为补贴工具，通用GPU算力引发51%攻击风险，对比Zcash早期暴跌历史敲响警钟。
Blockworks
DeFi 掘金指南：5 个值得关注的潜力项目
Mezzanine、INFINIT、IRIS、RISEx 和 Boros，五个处于早期阶段的加密项目值得跟踪，涵盖结构化金库分层、管理型交易金库、固定利率借贷、链上订单簿永续DEX及利率市场创建，各具特色与潜在机会。
Foresight News
IOSG: Papertrade's daily revenue is second only to Tether — a casino that returns 90% of its rake to the losers
Papertrade's daily revenue is second only to Tether. A synthetic perpetual protocol that returns 90% of its rake to losers hit $1.36 trillion in volume in nine days, traders lost a net $63.2 million, and the PAPER token price doubled.
IOSG
Why Are You Getting Farmed by Papertrade?
When the PAPER token is no longer the main reason to attract users, is Papertrade itself still a trading platform worth using?
黑色马里奥
Pearl 的算力阳谋：不封杀无用矿工，而是通过经济规律自然淘汰
Pearl公链用GPU矩阵运算兼顾AI推理与挖矿，PRL代币公平启动，推理服务商相比纯矿工更具经济优势，或将重塑工作量证明未来。
Foresight News
Papertrade's revenue surpasses Circle? It's actually just a "liquidation harvester"
The Papertrade protocol recorded $57.16 million in revenue within 7 days of launch, surpassing Circle in a single day, with 92% of revenue distributed to stakers. A look inside the derivatives gaming flywheel built on redistributing liquidation losses.
深潮TechFlow
Sui Foundation斥资3000万美元投资DATA Network：AI训练数据基础设施迎来战略转向
随着人工智能模型不断发展，高质量训练数据正成为AI产业竞争的重要环节。相比算力和模型能力，如何获取来源清晰、获得合法授权、质量可验证的真实数据，同样是AI企业面临的关键问题。 10月12日，Sui Foundation与The DATA Foundation宣布达成战略合作，Sui Foundation将向DATA Network投资3000万美元。与此同时，DATA Network及其旗下Trace数据登记与验证系统将逐步加入Sui生态，去中心化存储平台Walrus将成为DATA Foundation相关应用的默认存储层。
区块链田颖
1200万美元融资背后，Axis Robotics正在抢占机器人AI的数据入口
机器人到底从哪里获得足够多的训练数据？ 语言模型可以从互联网获得海量文本，但机器人面对的是完全不同的世界。拿起一个杯子、打开一扇门、整理桌面、抓取一个物体，每一个动作背后都对应着大量真实世界数据。 Axis Robotics想解决的，正是这个问题。 它正在搭建一个面向Physical AI的数据基础设施，通过全球贡献者网络持续生成、验证和处理机器人训练数据，让机器人模型能够获得更多真实、多样化的操作经验。 而在今年7月，Axis完成了1200万美元Seed轮融资，由Hack VC领投，Nomad Capital、Pi Network Ventures、10K Ventures等参与。
区块链田颖
XRP生态迎来新动作！Doppler Finance代币XDP即将登陆KuCoin、Kraken
XRP生态的链上金融基础设施项目Doppler Finance，正在迎来一个重要节点。 9月25日，KuCoin宣布上线Doppler Finance原生代币XDP，开放XDP/USDT现货交易，预计于9月28日正式开盘。同日，项目官方也确认XDP即将登陆Kraken，进一步拓展代币的交易渠道。 根据目前公布的安排，XDP将于9月28日正式进入市场交易。对于Doppler Finance而言，这不仅是一次代币发行，也是其从收益基础设施向更完整的链上金融生态迈进的重要一步。
区块链田颖
TapeOut 生态全景盘点：从 NAND、LATCH 到链上应用生态
TapeOut链上硬件制造生态快速崛起，从4位CPU Behemoth到PoD挖矿与$BEM代币，极客实验正演变为可组合的开发者经济体。
黑色马里奥
Axis Robotics: The Next Round of AI Robot Competition Is Shifting from Models to Data
As competition in the AI industry gradually extends from large models to robots, the market's focus is also beginning to change. In the past, most discussions centered on computing power, models, and chips. But for Physical AI, there is one issue that cannot be avoided: how much high-quality data do robots actually need before they can truly learn to complete tasks in the real world? This is exactly the problem Axis Robotics is trying to solve.
区块链田颖
Return from Bhutan: When Entrepreneurs Leave 'Speed' Behind and Re-understand Why They Build
Five weeks of offline co-living in Bhutan, a review of EASY Residency S4: Founders share reflections and project progress after slowing down. How to overcome network and infrastructure challenges in Bhutan to achieve team collaboration and ecosystem breakthroughs?
Biteye
Biden's Son Launches LAPTOP Token: Standing Up to Trump and Airdropping to TRUMP Holders
Hunter Biden will launch the Meme coin LAPTOP on the Base chain on September 9, inspired by his laptop scandal from 6 years ago. The total token supply is 1 billion, with a portion airdropped to TRUMP investors and linked to prediction markets. Will this be a new black swan or a turning point for the Meme market?
Odaily星球日报
200 AI trading products all useless? Former Foresight Ventures co-founder made a different one
The vast majority of AI Trading tools on the market are "fake empowerment", not only can they not help retail investors make money, but instead by recording retail investors' behavioral data, they make it easier for institutions to harvest retail investors.
加密名人堂
没有现货也能定价？Entropy试图用订单簿“锚定”私募资产
私人公司从不披露连续市价，Entropy用流动性加权预言机在Hyperliquid推出Anthropic Pre-IPO永续合约。深度足够时，订单簿成为主要定价来源；深度塌陷则退回私募数据。Ribbit Capital领投1400万美元，能开启私人公司的连续定价吗？
深潮TechFlow
Why are all KOLs across the internet promoting Entropy now?
Entropy project sparks heated discussion: KOLs pushing hard or conspiracy theory? Zero-fee arbitrage opportunity, airdrop expectations maxed out, why is the market collectively paying attention?
PA荐读
FOMO这个产品可怕之处在哪里？
Fomo 表面上是一个社交交易产品，底层真正想构建的，是由真实资金行为驱动的“认知分发 + 社交关系 + 链上信誉 + 共识”网络。
新东西|Something
What is Pearl that's been all over social media? The complete process of cloud-based credit card rental arbitrage: as long as the rental fee is below 0.7 USDT, you're making a profit.
The higher the price of the coin, the cheaper AI inference becomes, and the more people mine with computing power → This is a self-reinforcing flywheel.
TIGER
A Comprehensive Guide to Bound: The "Multi-Signature + Time Lock" Escape Mechanism and the Off-Chain Matching Black Box
This article dissects the 2-of-2 self-custody fund logic, the MEV risks behind CEX-level matching, and provides a practical guide to avoiding pitfalls.
798.eth
With no inflection point in AI demand yet, let's discuss how to analyze Nvidia's financial report, using it as an example.
Seven dimensions for analyzing US stock earnings reports: business model, revenue quality, profit margin, cash flow, balance sheet, management guidance, and valuation logic.
戈多Godot