1. Portal Ventures: The Current State and Future Chapter of the BTC Ecosystem
In May 2023, we embarked on a three-month research project assuming the Bitcoin ecosystem would experience a resurgence. This led to the publication of our paper “The Panda Renaissance” in November 2023. Since then, there has been an exponential growth in market interest and capital investment in this theme. In this article, we will share updated reflections on our previous work and contemplate the following questions.
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2. Starknet Co-Creation: Why Starknet is Expanding on Both Ethereum and Bitcoin
STARKs have finally encountered 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 both Ethereum and Bitcoin simultaneously.
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3. Grayscale: The Evolution of Memes and Their Position in the Blockchain
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 hold no value. Some builders in the blockchain ecosystem even believe memes overshadow their serious work, damaging the overall brand and image of crypto. However, due to their viral nature, memes have surged in the broader crypto market and accumulated significant value.
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4. Why Will the TON Public Chain Ecosystem Explode?
Recently, TON has been dominating the headlines, topping the daily gain charts. The project itself is just a Telegram bot clicker game, with a whitepaper that seems somewhat perfunctory, only spanning 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 bound to explode?
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5. Variant Fund Co-Creation: How to Navigate Signals and Noise in a Rising Market
Because everyone in the cryptocurrency space is to some extent an investor (whether through holding tokens or founding/operating a startup), it is important to approach short-term opportunities with a balanced perspective, view long-term opportunities with rigor, and analyze increased trading volume.
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