1. Portal Ventures: The Current State and Future New Chapter of the BTC Ecosystem
In May 2023, we initiated a three-month research project assuming the Bitcoin ecosystem would recover. This led to our paper “The Panda Renaissance” published in November 2023. Since then, there has been an exponential growth in market interest and capital investment in this topic. In this article, we will share updated reflections on our previous work and thoughts on the following questions.
2. Starknet Co-Creation: Why Starknet Needs to Scale Ethereum and Bitcoin Simultaneously
STARKs have finally faced their next challenge. Now, STARKs will showcase their scaling advantages on the most equitable currency ever – Bitcoin. Once OP_CAT is adopted on Bitcoin, deploying STARK validators in Bitcoin scripts will become a reality. This opens up a channel for secure self-custodial transfers between Bitcoin and Starknet, creating an L2 solution that scales Ethereum and Bitcoin simultaneously.
3. Grayscale: The Evolution of Memes and Their Position in Blockchain
Whether you love them or hate them, memes have become a cornerstone of the crypto economy. Not known for technical innovation or pushing the boundaries of blockchain scalability, some skeptics claim they have no value. Some ecosystem builders even believe memes overshadow their serious work, damaging the overall brand and image of crypto. However, due to their viral nature, memes have surged and accumulated significant value in the broader crypto market.
4. Why Will the TON Public Chain Ecosystem Explode?
Recently, TON has been dominating the headlines, topping the daily growth charts. The project itself is just a Telegram bot click game, with a somewhat cursory whitepaper of only 9 pages. However, this does not deter more people from paying attention to the opportunities in the TON public chain ecosystem. Why do I believe the TON public chain ecosystem is poised for explosive growth?
5. Variant Fund Co-Creation: How to Navigate Signals and Noise in a Rising Market
Since everyone in the cryptocurrency space is to some extent an investor (whether through token holding or founding/operating a startup), it is important to approach short-term opportunities with a balanced perspective, long-term opportunities with rigor, and analyze the increased trading volume.
