佐爷歪脖山
做人民群众喜闻乐见的项目研究
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Giving Money Freedom: The Flow of Information from Binance to Twitter
The crypto industry is facing anxiety about the separation of information flow and capital flow. Exchange growth has stagnated, meme hype is rampant but information quality is declining, and the industry is undergoing a transition from unification to separation.
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To Hyperliquid: Stop talking about "decentralization" and learn from BNB's "strong operations"
There are no secrets in the crypto market, only the speed at which they spread.
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The 2026 financial year kicks off: Prediction markets are becoming the next fertile ground for DeFi.
What are the opportunities in the surrounding service ecosystem of the market forecasting market in 2026?
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After the wealth effect disappears, will the myth or tragedy of decentralization emerge?
Ethereum's shift towards L1 scaling and privacy has attracted institutional investors to the crypto market, but retail investors are facing pressure. The article explores the limitations of Bitcoin and Ethereum in decentralized practices, pointing out that Ethereum is transitioning from a "world computer" to a "financial computer," balancing the wealth effect with decentralization.
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Mobile-first approach: The path for banks as Crypto products
After a decade of haphazard Ethereum + dApp narratives, DeFi has turned to the Apple Store's Consumer DeFi mobile app competition.
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Misalignment: Ethereum is bleeding, Hyperliquid is stalling.
ETH has already emerged from the bull-bear cycle, but HYPE has not yet experienced a true bear market. Sentiment is a very valuable consensus, and there is not much time left for HYPE and HyperEVM to align.
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The market hasn't recovered, only admitted its innocence: crypto repricing in the post-market maker era.
Network effects extend beyond the internet.
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2025 On-Chain Movement Review Report: Making DeFi More DeFi
Code is Law; it's about to become Lawyer is Coder.
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The dilemma of managers: How did DeFi “selected markets” become a breeding ground for toxic assets?
Seek data, data that sees through everything, data that sees through leverage ratios and reserves. Transparent data doesn't lie. Don't rely on opinions to evaluate facts.
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How does Variational use opaque subsidies to challenge the dominance of Binance and Hyperliquid?
Before Variational, market liquidity was underground and fragmented, but Variational brought retail investors into the mix, challenging market makers and large trading platforms.
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Web3 needs one "Black Myth," but it also needs 100 "Darkobovs."
Duck Duck Revelation, when Web3 is no longer young.
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Hyperliquid's Path (Part 4): Liquidation Unfinished
What came after the war was not peace, but a long period of reckoning.
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Hyperliquid's Journey (Part 2): Sprouting
Build a chain by gradually selling yourself
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Hyperliquid's Journey (Part 1): Taking Root
Either it will be the next living Binance, or it will be the next dead FTX.
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VC Paradigm Anxiety: From Asset Creation to Transaction Orientation, What’s Next?
VC wins the comeback game, where will capital flow go?
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