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Mint Ventures
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特邀专栏作者
Mint Ventures是由深度研究驱动的加密投资机构,也是Web3领域的长期价值投资者。
Coinbase全景报告:美国合规交易龙头的现状、风险和估值
下一轮周期,Coinbase还能再涨10倍吗?
2025-08-27
exchange
Coinbase
USDC

The revelation of the crypto cycle differentiation: Bitcoin's unique performance, the deep bear market of copycats and cross-border breakthroughs
Since I have already allocated all the money I need for Bitcoin, I might as well consider looking at opportunities in the U.S. stock market.
2025-07-09
invest
Mint Ventures: Analysis of the current status and prospects of the tokenized US stock market
This article will analyze the product solutions of current players in the tokenized U.S. stock market and other players who are promoting the tokenization of U.S. stocks, and list potential investment targets under this concept.
2025-07-05
invest
Tokenized stocks
Token unlocking is imminent: WLFI’s business, background, tokens and valuation expectations
Decoding the Trump family pureblood project.
2025-07-01
stable currency
Revisiting Ethereum: What are the reasons to be bullish?
Is now a turning point for Ethereum to revive its price?
2025-06-10
ETH
深谈稳定币,Stablecoin现在还是蓝海吗?
真正天然的网络效应,泰达是最典型的。这种网络效应会不断强化,不是那么容易被单一渠道取代。
2025-05-28
stable currency
finance
policy
Ondo:RWA龙头的产品线、竞争对手和代币估值分析
项目挺好,价格挺贵。
2025-05-19
RWA
Gold mining in the sand: Finding long-term investment targets that can survive bull and bear markets (Part 2 of the 2025 edition)
In the bear market of altcoins, fundamental investment is still valid.
2025-04-07
Solana
DeFi
Gold mining in the sand: Finding long-term investment targets that can survive bull and bear markets (Part 2 of the 2025 edition)
This issue focuses on three projects in the trading track.
2025-03-25
Uniswap
DEX
ETH
Solana
Gold mining in the sand: Finding long-term investment targets that can survive bull and bear markets (2025 edition, part 1)
A total of 6 projects focusing on the lending track and liquidity pledge track.
2025-03-04
Solana
ETH
DeFi
Restaking
A quick look at Hyperliquid: product status, economic model and valuation
Trying to give an answer to the question "Is HYPE expensive?"
2025-01-03
exchange
A quick look at 4EVERLAND, a comprehensive Web3 cloud service platform
Comprehensive analysis of the project's core products, business content, main customer groups, business data, financing, major partners and token models
2024-12-19
DeFi
Solana’s Lost Pearl in the Summer: Is Metaplex, Which Has Been Making Money Quietly During the Meme Boom, Underestimated?
Contrary to popular belief, Metaplex is no longer just an NFT asset protocol.
2024-12-03
Solana
Meme
Differences in the Staking Business Models of Ethereum and Solana: Starting from Lido and Solayer
Explore the differences between Ethereum and Solana’s staking business models, and conduct detailed analysis of multiple leading projects.
2024-11-20
ETH
Solana
Lido
Staking
Restaking
Revisiting Ethena: Rebound after a 80% plunge, is ENA still in the undervalued strike zone?
This article is the author’s interim thinking on Ethena as of the time of publication. It may change in the future, and the views are highly subjective. There may also be errors in facts, data, and reasoning logic. Criticism and further discussion from colleagues and readers are welcome, but this article does not constitute any investment advice.
2024-11-02
DeFi
stable currency









