链捕手 ChainCatcher
460Followers610Articles
Airdrops won't make you rich, and EdgeX doesn't need a community.
Anti-masturbation has become the norm, and the myth has ended.
链捕手 ChainCatcher
Polymarket rules have changed; how should those who prefer to drop items respond?
Polymarket has released new Market Integrity Rules, explicitly prohibiting insider trading and market manipulation in response to regulatory pressure. How will these new rules affect users who exploit loopholes for profit and professional arbitrageurs? This article provides an in-depth analysis of the compliance game and market liquidity contradictions behind the rule upgrade.
链捕手 ChainCatcher
Perp DEX Mid-Season Battle: Fallen Players, Self-Recoverers, and Newcomers
Hyperliquid's trading volume reached $15 billion last week, with commodity contracts being the main driver, and perpetual crude oil contracts exceeding $2.2 billion in daily trading volume. Meanwhile, GMX publicly advertised for a CEO to seek transformation, and dYdX's market share plummeted. The decline of both reveals that the perpetual DEX sector is shifting from internal competition to replacing traditional financial transactions.
链捕手 ChainCatcher
a16z: Wall Street is undergoing its biggest infrastructure upgrade in 30 years, and on-chain migration is a foregone conclusion.
Wall Street is accelerating its migration to blockchain, and upgrades to institutional-grade blockchain infrastructure have begun. Tokenized assets will enable 24/7 trading, instant settlement, and global circulation, reshaping the capital market landscape. Seize the window of opportunity presented by the development of tokenized finance and explore new opportunities.
a16z2 authors
Web3 is sick, but the cure isn't AI.
The crypto industry is facing the impact of AI technology. From exchanges' intensive deployment of AI products to widespread anxiety among practitioners, the industry is exploring the true intersection of AI and blockchain. This article provides an in-depth analysis of the impact of AI agents on the crypto ecosystem and how the industry should respond to this technological transformation.
链捕手 ChainCatcher
Dragonfly: Don't be fooled by "intelligent agent commerce"; most AI doesn't need encrypted payments.
The intelligent agent economy is vast, but most intelligent agents do not engage in autonomous transactions. This article provides an in-depth analysis of the actual operational models of commercial and consumer intelligent agents, and points out that encrypted payments may prevail in permissionless, bottom-up intelligent agent scenarios.
链捕手 ChainCatcher
Dissecting the Pharos public blockchain's capital game: Is its $950 million valuation propped up by assets like photovoltaics, a shell transaction hidden beneath layers of betting?
Pharos, a Layer 1 public blockchain, received a $24.73 million investment from GCL New Energy, valuing the company at a staggering $950 million. However, this deal was essentially a bundled operation with stringent performance-based conditions, and its valuation calculation method and unusual stock price fluctuations have raised deep questions in the market about the true value of the RWA (Real-Time Wafer) sector.
链捕手 ChainCatcher
There is no such thing as free infrastructure. Looking at the debate over open-source monetization of L2 from the perspective of Base's solo flight...
While Base's departure was certainly a blow to Optimism, it would be premature to conclude that the hyperchain model itself has failed.
链捕手 ChainCatcher
Andrew Kang: Abandon Short-Termism, Embrace Exponential Growth
Embrace the "exponential vision," seize the biggest upside risk in history brought about by the AI ​​singularity, and don't let short-term fluctuations become noise.
链捕手 ChainCatcher
Aave Founder: Why is lending the most empowering financial product?
Lending will become the most empowering financial product, simply because the cost structure of decentralized finance will allow rapidly flowing capital to flow into the application scenarios that need it most. Abundant capital will create numerous opportunities.
链捕手 ChainCatcher
在Multicoin干了三年，怎么看“喊单王”Kyle宣布退圈
前Multicoin Capital合伙人Mable Jiang分享Kyle Samani的非共识押注策略，探讨Solana链上纳斯达克愿景与永续合约去中心化交易所的博弈，揭示专注擅长游戏的投资哲学
链捕手 ChainCatcher
a16z: Five Reasons Why Blockchain is a Key Piece of the AI ​​Puzzle, From Identity to Payment
If we desire an internet where AI agents can operate efficiently without eroding trust, blockchain is by no means a dispensable facility: it is a key piece of the puzzle that enables the healthy functioning of an AI-native internet.
a16z2 authors
Aave founder spends millions to "buy up" a luxury mansion; a glimpse into the "shopping spree" list of crypto billionaires.
Besides the founder of DeFi platform Aave reportedly purchasing a $30 million London mansion, other crypto billionaires have also quietly turned to traditional real estate as a safe haven.
链捕手 ChainCatcher
Refusing to create garbage, Crypto finally learned to manage its tokens with an equity mindset in 2026.
There is a "good coin" problem in the crypto space. Most tokens are not treated with the same seriousness by the team at the legal and strategic level as they would equity, and the market naturally reflects this in the token price.
链捕手 ChainCatcher
Bankless founder: As Trump tears up the old order, Ethereum is building new rules.
The Davos Forum focused on cryptocurrencies, but the Trump administration revealed a shift in the international order, moving from a "rules-based" to a "law of the jungle." Bitcoin and Ethereum, as decentralized protocols, may offer a new layer of global coordination, replacing the fragile United Nations system.
链捕手 ChainCatcher
Industry News
Market Trends
Curated Readings
Subscribe