Gold mining in the sand: Finding long-term investment targets that can survive bull and bear markets (2025 edition, part 1)

A quick look at Hyperliquid: product status, economic model and valuation

A quick look at 4EVERLAND, a comprehensive Web3 cloud service platform

Solana’s Lost Pearl in the Summer: Is Metaplex, Which Has Been Making Money Quietly During the Meme Boom, Underestimated?

Differences in the Staking Business Models of Ethereum and Solana: Starting from Lido and Solayer

Revisiting Ethena: Rebound after a 80% plunge, is ENA still in the undervalued strike zone?

Polymarket: The positioning, expansion and shadow of the crypto prediction market

dappOS: An Intention Execution Network Backed by Top Institutions

Problem as method: a new framework for understanding chain abstraction

Start repurchase dividends and upgrade security modules: In-depth interpretation of Aaves new economic model

Altcoins keep falling, it’s time to refocus on DeFi

The “new story” of decentralized computers: Will Quilibrium be the next ICP?

The next wave of narrative deduction in the crypto AI track: catalytic factors, development paths and related targets

AI\DePIN\Sol ecological triple halo: a brief analysis of IO.NET, which is about to launch a currency

Reinterpreting the cross-ecological interconnection of TON, the unpopular public chain

Mint Ventures Research Partner: Preparing for the main bull market uptrend, my thoughts on the current cycle

Gelato: Web3 developer services veterans and RaaS newcomers

Covalent Network: A legacy on the decentralized infrastructure circuit

How to think about secondary investment in the crypto market: Outlook of opportunities in 2024

Rollup Summer Thoughts: Narrative Deduction and Investment Opportunities