ArkStream Capital
ArkStream Capital是以增长为驱动的原生加密货币基金。
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2025, when crypto assets return to "financial logic"
External variables and internal evolution combined to drive the transformation of the crypto industry in 2025, and further laid the foundation for two clear paths for the future development of the crypto industry.
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ArkStream Capital: The Q3 uptrend has come to an end, and Q4 is entering a repricing phase.
ArkStream Capital: The Q3 uptrend has come to an end, and Q4 is entering a repricing phase.
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USDe's 90 minutes: a misinterpreted incident of a broken anchor
Overall, the USDE depegging on Binance lasted approximately 45 minutes, with the maximum depegging amplitude reaching approximately -35% (instantaneously). During this period, total trading volume exceeded 780M USDT. This incident is more akin to a liquidity flash crash than a structural risk in the protocol.
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2025Q2 Review: The crypto market has reached a structural turning point of "compliance narrative + real returns"
In the second quarter of 2025, the crypto market showed an overall recovery trend, and multiple favorable factors formed a combined force to accelerate the pace of the industry. On the one hand, the global macro environment stabilized and tariff policies eased, providing a more friendly background for capital flow and asset layout.
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The Trump family is down, the power game of WLFI and CEX-DEX fusion
Since its launch in 2024, World Liberty Financial (WLFI), a DeFi project supported by the Trump family, has had a multi-dimensional impact on the cryptocurrency industry with its political background and capital operation. WLFI is regarded as a "barometer" of the Trump administration's crypto-friendly policies.
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ArkStream Capital: Why did we invest in Ethena after Trump took office?
It is expected that by 2025, decentralized stablecoins represented by Ethena will continue to grow in market size and reach a market share of 10%.
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Memecoin craze from a VC perspective: a new investment battlefield or a liquidity exit trap?
What changes have Meme gone through? From the perspective of VC, how can we participate in it? These questions are worth our in-depth discussion.
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With a multi-billion dollar track to be unlocked, how will PayFi open a new chapter in crypto payments?
We briefly sorted out the encrypted payment track and focused on how PayFi iterates the encrypted payment track, so as to gradually explore its future development direction.
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AI Agent能否成为Web3+AI的救命稻草？
本文开始深入研究AI Agent在Web3的多样化应用，从Web3的基础设施、中间件、应用层面，到数据和模型市场等多个维度，旨在识别并评估那些最具前景的项目类型和应用场景，以深入理解AI与Web3的深度融合。
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未来可期？探究应用链的起源、发展与前景
dApps与应用链在业务形态上虽有相似之处，但各有其优势和局限。若强调与生态系统的协同效应，dApps可能更为合适，而若追求自主权和独立性，应用链则是更佳选择。
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ArkStream Capital：零知识证明行业研究
本文将全方位介绍零知识证明的起源、应用及未来
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专研四十载，2万字回顾零知识证明技术发展里程碑
本文对零知识证明技术近四十年的历史文献和最新研究都做了系统的综述。
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一览日益成熟的FHE赛道：生态现状与潜力机会
FHE 技术日益成熟，FHE 生态蕴含了无限的潜力和机遇，值得我们持续深入探索和发掘。
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一个月突破30亿美元TVL，Merlin Chain如何筑牢链上资产的安全防线？
Merlin Chain是由知名的BRC-420蓝盒子及Bitmap的开发团队推出的支持多类原生比特币资产、兼容EVM的ZK Rollup比特币二层网络。
ArkStream Capital
2024年Web3将爆发的9大赛道及重点标的
9大主线叙事，不容错过。
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