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The End of Native Encryption
Native crypto is gradually moving towards the end of the law era, shifting from a decentralized narrative to a compliance, financialized, and attention-driven reality. The inclusion of stablecoins in regulation, the platformization of asset issuance, the liquidity game led by MMEs, and the attention economy where content and traffic are king are reshaping the industry landscape.
YBB Capital
2025-05-30 02:00
Metis Hyperion: Raising Hope for Ethereum’s AI Narrative?
Metis launched the high-performance subchain Hyperion, which aims to break through the performance bottleneck of Ethereum L2 and support on-chain AI reasoning and native agent deployment. Through parallel execution, decentralized sorter and MetisVM virtual machine, Hyperion achieves millisecond-level confirmation and modular expansion capabilities, providing infrastructure support for AI contracts and on-chain autonomous agents. Compared with Solana's off-chain AI calling solution, Hyperion emphasizes on-chain execution and verifiability, and attempts to open a new path for AI applications in the Ethereum ecosystem.
YBB Capital
2025-05-21 11:59
Issuing coins is not the goal: the end and restart of NFT
Issuing coins is not the end. The restart of NFT may be hidden in the next carrier that integrates creativity, consumption and emotional value.
YBB Capital
2025-05-15 23:00
A look at the technical game between FHE, TEE, ZKP and MPC from the perspective of the sub-second MPC network lka launched by Sui
Ika is a sub-second MPC network supported by the Sui Foundation. It achieves a breakthrough balance between performance and security, and re-stimulates the technical game between the four major technical paths of privacy computing - FHE, TEE, ZKP, and MPC.
YBB Capital
2025-05-09 01:00
Crypto’s “Marketing Aesthetics”: Celebrity Coins, Blur Points, and Solana’s Rise
In the world of Web3, marketing is no longer just about attracting users, but a key force in shaping and leading the market. From NFT to SocialFi, celebrity coins to DeFi, marketing strategies are gradually expanding to a wider audience and diversified tools. In this competition, the success of a project depends not only on technology and innovation, but also on how to connect with users through "emotion" and "narrative". As the market gradually matures, traditional marketing strategies are colliding with the decentralized concept of blockchain, forming a unique "marketing aesthetics".
YBB Capital
2025-05-01 02:00
Re-examining the design logic of Bitcoin Lightning Network from the perspective of Thunderbolt Network
The Thunderbolt protocol reconstructs the off-chain interaction logic in the form of a soft fork, introduces UTXO Bundling and OP_CAT, improves scalability and programmability, brings a more native and composable infrastructure paradigm to BTCFi, and redefines the possibilities of Bitcoin off-chain applications.
YBB Capital
2025-04-24 03:00
RWA: The elephant in the middle
The essence of RWA is the mapping of real assets on the chain, but its development has always been limited by the conflict between regulatory framework, asset complexity and decentralized logic.
YBB Capital
2025-04-17 02:01
Trump’s tariff game: “Using tariffs to promote talks”, a power game amid market fluctuations
The sharp market fluctuations, the strong return of the US dollar, and the stock market's reaction reveal how Trump uses power and information to influence the global economic landscape.
YBB Capital
2025-04-10 02:00
Replay of Hyperliquid Black Wednesday: Demand is the starting point, and correctness is the end point
On March 26, Hyperliquid suffered the most serious attack to date, triggering widespread reflection in the decentralized perpetual contract market. The attacker used high leverage and weak liquidity Meme coins for precise arbitrage, forcing the platform to liquidate the treasury HLP to take over the huge losses. The incident revealed the core defects of Perp Dex in governance mechanism, risk control and structural design, and also reflected the structural contradiction between decentralization ideals and capital efficiency. Although Hyperliquid is famous for its CEX-level performance, its decentralized underlying logic is facing unprecedented systemic challenges.
YBB Capital
2025-04-03 10:21
Michael J. Saylor's strategic bet: Bitcoin's premium issuance and capital manipulation
Michael J. Saylor successfully tied the company's stock price closely to the fluctuations of Bitcoin by utilizing the high leverage effect of the capital market through MicroStrategy's Bitcoin investment.
YBB Capital
2025-03-27 04:59
From "King of Altcoins" to "Institutional Paradise"? Can Pectra Upgrade Reshape the Ethereum Ecosystem?
The Ethereum Pectra upgrade combines the Prague and Electra versions, marking a deep integration of the execution layer and the consensus layer, aiming to improve the staking mechanism, optimize L2 scalability and enhance network governance.
YBB Capital
2025-03-13 11:00
From "King of Altcoins" to "Institutional Paradise"? Can Pectra Upgrade Reshape the Ethereum Ecosystem?
The Ethereum Pectra upgrade combines the Prague and Electra versions, marking a deep integration of the execution layer and the consensus layer, aiming to improve the staking mechanism, optimize L2 scalability, and enhance network governance. Core improvements such as account abstraction (EIP-7702) and increased validator staking limits (EIP-7251) have made Ethereum more institutional, while also sparking controversy over the decline in decentralization. Faced with the "parasitic effect" of the L2 ecosystem and ETH inflation pressure, Ethereum is standing at a critical decision point. How to balance decentralization and capital attractiveness will determine whether it can maintain its dominance in the public chain in the future.
YBB Capital
2025-03-13 07:04
Strategic Reserves and Power Plays: The Crypto Order in the Trump Era
Trump's trading philosophy is based on controlling the rhythm and creating surprises. This strategy runs through his business empire, political career, and even crypto layout.
YBB Capital
2025-03-05 23:00
Open Intents: Can ERC-7683 become the "Walmart" supermarket for inter-chain intent collaboration on Ethereum?
The Open Intents Framework promotes intent collaboration between Ethereum chains through the ERC-7683 standard, providing a more efficient cross-chain transaction solution for DeFi.
YBB Capital
2025-02-27 03:00
DeepSeek's innovation and endogenous dilemma: Crypto sailing in the fog
The success of DeepSeek proves to us that innovation is still the most effective way to break through the predicament.
YBB Capital
2025-02-21 11:00
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