链捕手 ChainCatcher
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Bankless founder's account: Why did I sell my ETH?
It's not because I'm bearish on ETH, but because I think the argument that "ETH is currency" is outdated.
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DeFi Vault 2026 Annual Report: 8 Major Sectors, Who is Rising and Who is Falling?
Vault Classification and In-Depth TVL Analysis: The Evolution of the DeFi Vault Landscape, with Differentiated Performance Among Lending, Liquidity Staking, and RWA Categories, RWA Vaults Showing a 37.8% Growth Against the Trend, Curated Models Emerging, and Key Trends All Covered.
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When Hyperliquid stole Solana's "Internet Capital Markets" script
Solana's price has plummeted by over 73%, Hyperliquid's ambitions in the "Internet capital market" are being challenged, and Solana's push for Phoenix—can it reverse its decline? This article analyzes Solana's predicament and its counterattack.
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Duan Yongping has made his first investment in a crypto company, but why Circle?
Stablecoin companies like Circle are becoming the easiest bridge for traditional capital to understand and accept.
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Eight years undercover in the crypto world, five different jobs: Revolution and scam as I see it.
After eight years of bull and bear markets, the crypto revolution hasn't followed the expected script. Fiat currency still exists, intermediaries still exist, but every bubble and liquidation brings a new underlying financial system one step closer to us.
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Three major oracles are dividing up the prediction market: Polymarket is incorporating Chainlink and Pyth to reduce settlement risks.
The oracle market is becoming increasingly polarized: UMA governance controversies are frequent, Chainlink, the leader, is under pressure and seeking new growth, and Pyth is encroaching on the prediction market. Who will become irreplaceable?
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Strip releases 288 updates, fully entering the stablecoin and AI agent economy sectors.
Stripe released 288 product updates, covering smart agent e-commerce, crypto payments, and AI-powered risk control. Stripe partnered with Meta and Google to expand its e-commerce suite, launched the Link agent wallet and stablecoin-linked bank card functionality, upgraded Radar fraud protection, and empowered AI-driven business growth and token asset management.
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DeFi 的收益率如何平衡好风险跟收益？
KelpDAO跨链桥漏洞引发2.92亿美元坏账，三周内DeFi TVL暴跌，Aave利率飙升至12.4%。用债券数学揭示DeFi稳定币收益率真实风险，5%收益远未覆盖损失，揭秘公平定价底线。
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A comprehensive guide to stock tokenization: Who's doing it, how do you buy it, and what are the risks?
The US capital market structure is undergoing dramatic changes, with the SEC outlining a blueprint for tokenized securities, and giants like Nasdaq and the NYSE making moves. This article provides an in-depth analysis of four models of stock tokenization, key participants and user paths, and reveals the true ecosystem and investment logic of the private equity market driven by fervent demand.
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Franklin Templeton: The Year of RWA's Explosion, Three Paths to Tokenization
Despite the different models, RWA is pushing traditional finance and the crypto ecosystem toward a unified infrastructure – the wallet.
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Variant: Entry Points equal Revenue; YouTubes are Becoming De facto Neobanks
"Revenue sources" are replacing "product arbitrage" as the new moat for modern banks.
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The era of public blockchain "money-spraying" is over
The traditional L1 ecosystem grant model has become completely ineffective.
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How can crypto VCs survive when top projects no longer need institutional funding?
Crypto venture capital is facing a reshaping of token exit mechanisms. Cases like HYPE and PUMP have disrupted the market's framework for evaluating token value, with on-chain revenue becoming the new benchmark. This article provides an in-depth analysis of how VCs can cope with industry reshuffling and find new survival strategies amidst token lifecycle compression and dramatic changes in valuation logic.
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加密银行竞争的关键是什么？
加密货币数字银行市场正高速增长，托管平台主导交易量，而加密友好巨头纷纷获取银行牌照。本文深入剖析数字银行四大原型的盈利模式与核心冲突，探讨稳定币、链上信贷与基础设施如何塑造行业未来竞争格局。
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Airdrops won't make you rich, and EdgeX doesn't need a community.
Anti-masturbation has become the norm, and the myth has ended.
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