jakiro
- Investment Research
- September 10, 2024
- 29 views
Variant Investment Partner: Early VC is a market for ideas
Author: Alana Levin, Variant Fund Investment Partner; Translated by: 0xjs@Bitchain Vision When I was young, I was obsessed with the concept of the market. The initial idea was that people…
- Investment Research
- September 9, 2024
- 36 views
Why marketing “encryption” is so laborious: Encryption is facing an identity crisis
Author: BCMO, encryption researcher; compiled by: 0xjs@bitchain vision This is largely related to the name itself—”encryption”—but we will return to this topic later.It’s no secret that marketing anything in the…
- Investment Research
- September 2, 2024
- 32 views
Black Myth Investors Talk about Web3 Games: It’s impossible to make good games without love
Source: Zhen Fund Mihayou Daviagra commented under a circle of friends, “I’m just talking nonsense here. Daniel, the strongest investor in the Chinese gaming industry in the past five years,…
- Investment Research
- August 27, 2024
- 25 views
FutureMoney: Why do we choose to invest in Daylight?
Source: FutureMoney Daylight is a decentralized protocol focusing on DePIN and energy contributions. As an old project of FMG in seed round investment, it has recently received a16z’s lead investment…
- Investment Research
- August 14, 2024
- 28 views
The double-edged sword of Bitcoin ETF: Are you using short-term returns for long-term risks
Author: ARNDXT, encryption researcher; compiled by: 0xxz@bitchain vision Now we should discuss the potential long-term impacts of Bitcoin ETFs and institutional adoption. While the price movement is exciting, I worry…
- Investment Research
- July 17, 2024
- 33 views
Agentic Protocols: New Economic Principles
Author: Bitcoin Sage, co-founder of Delphi Labs; compiled by: 0xxz@Bitchain Vision Remember when we think encryption changes everything?Well, we’re right…but not the way most people expect. The real revolution is…
- Investment Research
- July 5, 2024
- 39 views
BTC halving and coin price drop sharply. Is AI the choice for crypto mining companies to transform?
Author: Climber, Bitchain Vision On July 5, as BTC fell below $54,000, many mining companies and mining machines had reached the shutdown price.F2Pool data shows that currently only five mining…
- Investment Research
- June 17, 2024
- 26 views
IOSG | Deeply cultivate the Cryoto Game sinking market—Ronin Thesis
As a product that faces Retail, games have always been placed on high expectations for this cycle, Mass Adoption, but since 24 years, the performance of the entire second-level game…
- Investment Research
- May 31, 2024
- 38 views
USV: Why do we lead the Farcaster developer tool Neynar
Author: Nikhil Raman, analyst at USV investment team; Translation: Bitchain Vision xiaozou Last week, Farcaster announced their latest round of funding, and USV (Union Square Ventures) also announced its lead…
- Investment Research
- May 29, 2024
- 31 views
TON “fission” moment counts on future traffic entrances from trends
Source: LBank Labs Recently, with the popularity of Notcoin, the market has also ignited unprecedented expectations for the TON ecosystem.Backed by billions of users, 900 million daily active users, an…
