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只做一级市场价值投资的区块链投资机构，由杜均与BMAN创建
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ETH rolls technology rolls expansion, Solana rolls token rolls application
The current situation of the two major public chain giants is that one is focusing on technology, and the other is expanding application scenarios.
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From the perspective of VC, let’s talk about the recent changes in the RWA track
Do you have any sense of the direction of RWA in the past few months?
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The crypto market from the perspective of VCs in the East and the West: narrative for narrative’s sake, boring as hell
As for the feeling of the market, the word "boring" may be the most appropriate adjective, or it can be said to be a temporary "consensus".
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Bitcoin's $2 trillion conspiracy: Expanding the boundaries of time and space
BTCFi has huge growth potential. Currently, the TVL of the Bitcoin network only accounts for 0.14% of the total market value of Bitcoin. Compared with other mainstream public chains, BTCFi has 65 times of growth space. Even if calculated at a ratio of 1%, it has ten times of growth potential.
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ABCDE Investment Research Partner: What is the main theme of this bull market?
PayFi connects the real world, and AI Agent enhances the on-chain world.
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ABCDE Investment Research Partner: Looking at Ethereum’s “dilemma” from the perspective of the primary market
My only worry is whether ETH is content with the status quo, and is willing to let innovation and value capture happen on L2, while L1 itself can focus on DA and settlement (while facing competition from projects such as Celestia), and the price of the currency remains calm.
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ABCDE投研合伙人：借着Babylon上线和Lorenzo质押开放，谈谈BTC生态的最新发展
从Ordi带火了BTC生态至今，其实BTC快速压缩走了一遍ETH走过的路线 - 先火链上资产（ERC20） - 再来扩容方案（Rollup） - 再到Staking/Restaking。 但因为没有类似ETH Foundation和V神这种定海神针来定方向，所以BTC这边基本属于一个百（luan）花（qi）齐（ba）放（zao）的局面。
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BTC、Solana、Restaking，一级市场角度如何看待这三个赛道？
BTC、Solana、Restaking 这三个赛道有哪些「1 到 10」的进展。
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比特币L2创始人齐聚一堂：技术、生态与共识，现在都面临哪些困境？
我相信比特币生态就是虽然跌成这样了，但是我觉得比特币是整个行业的未来，就是比特币这样是一个很自由，很开创性的一个空间和平台。
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AI热潮下，公链基础设施赛道都有哪些变化？
“可以预见的是AI泡沫会在明后年达到顶峰”。
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一文读懂模块化 BTC Layer2 一键发链平台 UTXO Stack
RGB++从2月正式提出到4月落地，只用了短短不到两个月的时间，展现出团队极其强大的工程能力。UTXO Stack在RGB++落地的同时推出，更是给予了BTC生态资产发行与玩法上更加多样+Bitcoin Native的可能性。
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互操作三巨头接连上线，解读Polyhedra的创新之处
最近互操作三巨头接连上线，将掀起互操作赛道的小阳春。
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ABCDE：从一级市场视角梳理AI+Crypto
“AI+Crypto将成为2024至2025年的主赛道之一。”
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ABCDE：我们为什么领投Bitmap.tech？
Bitmap.tech 拥有比特币生态第一的 NFT 资产蓝盒子、第二的资产协议 BRC420、第一的资产社区（Bitmap+BRC420）和最强的原生资产与生态。
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ABCDE：一文读懂比特币生态的稳定币协议BitSmiley
BitSmiley 是比特币生态的 MakerDAO+Compound，为比特币 Defi 提供综合解决方案，填补了当前比特币生态内最为缺失的「稳定币」+「借贷」基础设施。
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