jakiro
Author: Climber, Bitchain Vision Realm
Recently, Bitcoin has risen sharply, hitting a maximum of $ 69,000, which is the same as the previous round of bull market high.But as far as Bitcoin rises, it is very likely to continue to innovate high.Since the beginning of September last year, BTC has risen all the way to the present. During the period, many projects have swept the haze of the bear market and won a high increase.
In these projects, many of them were mentioned in the research reports of the head institutions of the encryption industry, and the report was mostly issued before the currency rising.In addition, the hottest AI track since the beginning of the year has also been recommended in the research report represented by MESSARI, and MESSARI has issued two project reports before Binance announced the launch of AXLAR (AXL).
This can be seen,Institutions are more authoritative and valuable than ordinary KOL or investors.So in the current round of bear turning cow, head research institutions focus on which tracks and projects have been investigated?Where is the project that is optimistic about the institution but has not yet erupted?In this regard, Bitchain Vision has selected six of the most representative of dozens of industry institutions, and sorted out some of their research objects and achievements for more than a year.
Head Institution Research ReportprojectSort out
Representative research report institutions: MESSARI, LD Capital, first -class warehouses, ABCDE Capital, MT Capital, Penta Lab.
Others: Delphi Digital, NANSEN, Signalplus, Binance Research, LK Venture, DAPPRADAR, Galaxy Digital, Metrics Ventures.
1,MESSARI
MESSARI is a blockchain database startup headquarters in New York, USA. MESSARI uses open source tools to build a blockchain database. Among themSupply plan, etc.
The theme of the 2024 Research News:
February: Axlar (AXL )’s various data in Q4 in 2023 obtained a full range of growth, Pokka 2023 Q4 Report: The market value of DOT’s circulation has increased by 111%quarterly.
January: One article fully understands Manta Network and 2023 DEPIN report interpretation: AI integration new direction and Asian projects will accelerate.
The theme of the 2023 Research News:
December: The report on the availability of COVALENT (CQT) data, detailed interpretation of cross -chain infrastructure Axlar.
November: COSMOS HUB Q3 Research Report -TOM fell 21.0% of the inflation rate of 14%, and the full -state encryption project was viewed.
October: The development status of Solana in the third quarter of 2023, MESSARI released the MoonBeam Q3 briefing.
Potential project:Covalent (CQT).
COVALENT is a decentralized data infrastructure that can seamlessly access blockchain data that could not be accessed.COVALENT indexes the history of the entire blockchain and converts these data in a standardized and truly interoperable way.Users can use a unified API to query almost any data on the given blockchain.
The project has received a total of $ 15.1 million in financing.
MESSARI pointed out that with the development of the world’s future trend, Covalent will play an important role in the field of data indexes on the chain.It will provide users with a safe, fast and unified method to query data from parallel networks.
2,LD Capital
Capital LD Capital is one of the earliest institutions in Asia focusing on value investment in the blockchain field.With the advantages of industrial resources and professional investment research teams, LD Capital has discovered and invested in projects such as QTUM, VEChain, EOS, etc., all of which have achieved more than 100 times the return.
The theme of the 2024 Research News:
January: The recent development of the new public chain, the recent development of SUI, LD Capital announced the establishment of Solana Ecological Fund and MINA. Can personnel changes lead the project recovery?
The theme of the 2023 Research News:
December: Mobile 7 days ten times the DEPIN track breaking around on the eve of the old money enrollment, briefly analyzed the CELESTIA.
November: POW+AI dual narrative, computing power rental platform CLORE.AI 10 times the increase in monthly (mention KAS, TAO),
September: Crypto Bot boom recently, is it a moment of prosperity or a new investment air outlet?, Livepeer (LPT) market starts again, can it break through the previous high?
August: ThorChain Anonymous -Demystifying Terra Luna’s hidden shadow, changes and influences of GMX V2, a article understanding the status quo of CyberConnect, Linea: Consensys strong endorsement, can the competitive L2 highlight the heavily siege?
July: The POW Public Chain Kaspa, an analysis based on the GhostDag protocol, the pioneer of the original chain of the order book, the pioneer of the original chain of the order book, Inverse Finance:2. Analyze PENDLE’s innovation and challenges in pledge business
June: Zeroliquid: No liquidation 0 interest loan agreement with LST as mortgage.
May: Stacks of BTC Two Floor
Secondary market observation projects: Fusionist (ACE), ZRX, 0X Protocol, HIFI, Storj, ChainLink (Link), AAVE, Bluzelle, TRB.
Solana ecological project invested by LD Capital: Render Network, Star Atlas, OpenOcean, Divvy, Larix.
3,First -class warehouse
The first -class warehouse is a blockchain investment research institution dedicated to discovering high -quality projects and investment opportunities for users.
The theme of the 2024 Research News:
February: Pandora based on ERC404 tokens, Jupiter on Pandora and Solana.
The theme of the 2023 Research News:
December: Detailed explanation of the science -science mech wind chain touristist.
October: Comprehensive interpretation of the modular blockchain Celestia and MMORPG chain tour Big Time.
September: Chain Tour Guield GUILD Games.
August: UBI Economics WorldCoin.
April: Layerzero, a full -chain interoperability agreement.
Potential items: pandora.
PANDORA is the NFT fragmentation project launched on February 2 this year. Its core technology is ERC 404 token standard.Users can purchase the same name to token Pandora at the Uniswap V3 to obtain ERC 404 tokens, which is equivalent to fragmented holding its NFT -PANDORA REPLICANTS. In addition, you can also buy Pandora Replicants directly at OpenSea.
4. Abcde Capital
ABCDE is a Web3 builder fund co -founded by Du Jun, co -founder of Huobi, and the founder of Metropolitan Capital Bman with a scale of 400 million US dollars.
The theme of the 2024 Research News:
February: Look at AI+Crypto from the perspective of the first -level market, why do we led Bitmap.tech?
January: Why do we invest in Bt Network?
The theme of the 2023 Research News:
December: Why do we invest in bitsmiley?Why we investBabylon?
October: Why do we invest in Surf Protocol?
September: Why do we invest in BEWATER and PARTICLE how to build a modular access layer centered on ZKWAAS?Why do we invest in Gaszero?Why do we invest in Gravity?
March: Why do we led the WEB3 development platform PARTICLLLE Network?Why do we invest in PolyHedra Network?Why do we invest in the ZK hardware acceleration project CYSIC?
February: Why do we want to take the NFT sustainable contract trading platform NFEX?
January: Why do we want to receive an automated Web3 financial report platform Elven?, ABCDE: Why do we led the web3 security solution Metatrust?Why do we invest in Debox?
Potential project:bitsmileyAs well asBabylonEssence
BITSMILEY is MakerDao+Compound of the Bitcoin ecosystem. By solving the most significant gap in the current Bitcoin ecosystem -stablecoin and lending infrastructure, it provides a comprehensive solution for Bitcoin DEFI.In addition to providing stable coins in the BITRC20 format in BTC, Bitsmiley also promotes BRC20 -based point -based borrowing.In addition, it has established insurance and CDS derivatives based on loan framework.
BABYLON is a project to design security agreements to decentralize the world.Babylon’s mission is to expand the scale of Bitcoin through three innovative security sharing agreements to ensure the security of the decentralized world: Bitcoin pledge agreement, Bitcoin timestamp agreement, and Bitcoin data availability protocol.
The project was $ 18 million in A round.
5.Mt capital
Momentum Capital (MTCapital) is an emerging encryption fund focusing on the web3 field. It consists of a group of senior investment managers who have focused on the direction of Web3 in 2016.Headquartered Palo Alto, Silicon Valley, is committed to investing in global potential blockchain and cryptocurrency projects.
The theme of the 2024 Research News:
February: disassembling DA track, comparison research on Celestia and EIGENDA.
January: BITSMILEY -Blazing Blazers of Bitcoin Native Stable Coin Agreement, comparative analysis of Olympus DAO, and Cankun upgraded to Ethereum ecology to inject new vitality again.
The theme of the 2023 Research News:
December: Messari Crypto theses 2024 Key bets on the status quo of Solana and AI+DEPIN tracks, DESCI tracks and future prospects, JITO -reshaping Solana pledge market pattern, Solana ecosystems, the new competition of the ChainFLIP native cross -chain exchange marketFor those.
November: Application chain migration and economic model update promotes the growth of DYDX flywheels, and the upgrade of Stacks Nakamoto is as soon as possible to inject new impetus into the Bitcoin ecosystem.
Potential project:ChainflipEssence
CHAINFLIP is a cross -chain liquidity network that can realize cross -chain transactions between different blockchain.It is similar to Uniswap, but allows users to trade between major blockchains without any packaging tokens, special wallets or special software.
The project was $ 16 million.
6.Penta lab
Penta Lab is a new research institution of the emerging encryption industry and an independent third -party research institute. It is committed to providing customers with a study of encrypted assets with precise, empirical, keen, technology and artificial intelligence.Independence is the core values of Penta Lab.
The theme of the 2024 Research News:
March: Ainn Update -Continue leading the integration of Web3 and AI innovation to provide infrastructure for the trillion AI ecosystem.
February: Synthetix-decentralized derivatives track leader, Vertex Protocol — integrating three mainstream DEFI products is expected to become a sustainable contract DEX leader, DYDX-V4 version released, DEX leader futures, GNS rose 33% in the future, 33%Due to inquiry, GMX: Dean derived decentralized exchange leading innovation insufficient growth rate is bleak, shrapnel -the first chain 3A first -person first -person shooting game (FPS) masterpiece, Pendle Finance—— The next AAVE and GAINS Network of the DEFI loan track -unique high -leverage and low -cost permanent encryption contract trading platform.
January: Penta Lab’s first in -depth research report: excavate Pendle 40%of innovation high.
Potential project:Shrapnel, vertex protocol.
SHRAPNEL is an AAA -level FPS game. Among them, skill -based competition, creative modeling tools and real digital ownership are supported by blockchain technology.As a competitive multiplayer first -person shooting game, Shrapnel tied up a set of rich players to create tools, combining combat, creation, management, and connecting to players to have a platform and determine its future communities.
The project has grown up to $ 37.5 million in funds.
Vertex is a decentralized derivative protocol for trading spot and sustainable contracts on the order book.With industry -leading trading engines and comprehensive currency markets, VerteX’s cross -margin product kit is designed for professionals and beginners.
The project was raised by $ 8.5 million in seeds.
Summarize
From the perspective of the project categories and specific tracks of the above institutions, it does have the value of learning and investment.Although there are currently rising bull markets, many research report projects still have Alpha nature.Therefore, in general, ordinary investors can obtain information difference through timely attention to the research reports of these institutions.
However, it is regrettable that the overall number and quality of the current research and report in the encryption market are not as small as the same type of products in the traditional financial sector.In the future, I hope that there will be more professional and responsible research institutions to enter the venue to help find chain circle value projects together.
