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From 45 million to 100 billion in profits: Deconstructing Hyperliquid's underlying logic for reaching a trillion-dollar market capitalization
Assuming an annualized growth rate of 30%, the contract market profit in five years will be between 74 billion and 111 billion US dollars. A profit of 100 billion is enough to support a market value of 2 trillion. As long as you can get 30% of the market share, a market value of 600 billion is a completely fair valuation.
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2025-09-10 03:00
匹马：在币圈，你必须要知道的10个关键认知
区块链项目的长期繁荣需要建立在坚实的价值基础之上。
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2024-07-11 05:00
从币圈商业模式，谈区块链项目投资方法论
山寨市场的不及预期让诸多人士产生行业疑虑，复杂环境下行业不同发展阶段，投资难度增加是必然，但问题根本在于你要找到项目长期可持续发展的商业模式。
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2024-06-28 03:30
匹马：大跌之后，需要重点关注哪些赛道及项目？
不要活在推特上，活在项目基本面上。
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2024-05-07 07:00
匹马：Web3项目应早上线再完善，大家一起吃生态增长红利
防守是最累的，进攻才能夺回主动权。
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2024-01-24 08:00
Classic Rereading | Continue Capital's "Letter to the Military Class": The Secret to Investing Is to Study Hard
Some people have been searching for the code to get rich. If someone tells you the code, do you dare to buy it? If you buy it, do you dare to hold a large position? If you hold a large position, can you keep your mentality stable when the market falls... So only when you are familiar with the logic behind it can you have a clear mind and not be disturbed by the outside world.
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2023-12-22 04:21
深度拆解friend.tech的定价模型：刷屏与裂变的核心设计
越简单优雅定价模型，越能逼近区块链对价格发现的极高效率。
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2023-08-25 06:39
ContinueCapital解析：DOGE崛起，百亿美金土狗SafeMoon背后的投资逻辑
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2021-05-12 02:16
Curve如何成为特定资产兑换中的无冕之王？
Curve在专业领域的创新将带来持续的竞争力，甚至在未来吃到更多AMM的创新红利。
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2021-05-12 02:10
守正出奇
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2021-05-12 02:06
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