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Mint Ventures
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特邀专栏作者
Mint Ventures是由深度研究驱动的加密投资机构,也是Web3领域的长期价值投资者。
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Articles
The revelation of the crypto cycle differentiation: Bitcoin's unique performance, the deep bear market of copycats and cross-border breakthroughs
Since I have already allocated all the money I need for Bitcoin, I might as well consider looking at opportunities in the U.S. stock market.
2025-07-09
invest
The revelation of the crypto cycle differentiation: Bitcoin's unique performance, the deep bear market of copycats and cross-border breakthroughs
Mint Ventures: Analysis of the current status and prospects of the tokenized US stock market
This article will analyze the product solutions of current players in the tokenized U.S. stock market and other players who are promoting the tokenization of U.S. stocks, and list potential investment targets under this concept.
2025-07-05
invest
Tokenized stocks
Mint Ventures: Analysis of the current status and prospects of the tokenized US stock market
2025-07-01
stable currency
Token unlocking is imminent: WLFI’s business, background, tokens and valuation expectations
Revisiting Ethereum: What are the reasons to be bullish?
Is now a turning point for Ethereum to revive its price?
2025-06-10
ETH
Revisiting Ethereum: What are the reasons to be bullish?
Let’s talk about stablecoins in depth. Is Stablecoin still a blue ocean now?
Tether is the most typical example of a truly natural network effect. This network effect will continue to strengthen and is not so easy to be replaced by a single channel.
2025-05-28
stable currency
finance
policy
Let’s talk about stablecoins in depth. Is Stablecoin still a blue ocean now?
2025-05-19
RWA
Ondo: RWA leader's product line, competitors and token valuation analysis
2025-04-07
Solana
DeFi
Gold mining in the sand: Finding long-term investment targets that can survive bull and bear markets (Part 2 of the 2025 edition)
2025-03-25
Uniswap
DEX
ETH
Solana
Gold mining in the sand: Finding long-term investment targets that can survive bull and bear markets (Part 2 of the 2025 edition)
2025-03-04
Solana
ETH
DeFi
Restaking
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
Trying to give an answer to the question "Is HYPE expensive?"
2025-01-03
exchange
A quick look at Hyperliquid: product status, economic model and valuation
A quick look at 4EVERLAND, a comprehensive Web3 cloud service platform
Comprehensive analysis of the project's core products, business content, main customer groups, business data, financing, major partners and token models
2024-12-19
DeFi
A quick look at 4EVERLAND, a comprehensive Web3 cloud service platform
2024-12-03
Solana
Meme
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
Explore the differences between Ethereum and Solana’s staking business models, and conduct detailed analysis of multiple leading projects.
2024-11-20
ETH
Solana
Lido
Staking
Restaking
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?
This article is the author’s interim thinking on Ethena as of the time of publication. It may change in the future, and the views are highly subjective. There may also be errors in facts, data, and reasoning logic. Criticism and further discussion from colleagues and readers are welcome, but this article does not constitute any investment advice.
2024-11-02
DeFi
stable currency
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
The newspaper reading crowd behind the encrypted media.
2024-10-09
Prediction Market
Polymarket: The positioning, expansion and shadow of the crypto prediction market