Haotian-CryptoInsight’s Substack
Haotian-CryptoInsightHaotian：web3热门趋势扛旗人、头部项目解读分享｜专栏特色：以技术和商业视角解读区块链前沿科技 | Focus On：ZK、AI Agent、DePIN ,etc | 硬核科普+通识公开课 | 主打陪伴成长：带你从区块链Newer成长为web3/AI OG
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 263 | Subscribers | Read | haotiancryptoinsight.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
详解AC新作Flying Tulip：融资2亿美金背后的金融创新逻辑？
看了很多关于DeFi之父AC @AndreCronjeTech 新项目 @flyingtulip_ 的解读，感觉大家都被1B估值融$200M的炸裂消息整蒙圈了，毕竟飞翔郁金香的庞氏命名和高FDV VC币魔咒足以刺激大家的敏感神经。但，这轮高融资背后的逻辑到底是啥？我谈谈个人理解：
分享三个高速爆发的潜力赛道：预测衍生品市场、Agent Pay、Yield-bearing
如果你对Perp Dex这种靠市场Fomo情绪的叙事有点畏惧，以下有三个正高速爆发的价值赛道务必关注：
解析Tether的“Plasma+Stable”稳定币公链双剑合璧策略
想必很多人都有错过 @PlasmaFDN 的不甘，也有对Tether另一条稳定币链 @Stable 的期许，当然更多是困惑，为何 @Tether_to 要同时搞Plasma+Stable双剑合璧策略？Stable会发币吗？稳定币之王Tether到底意欲何为？来，来谈谈我的理解：
技术剖析HyperLiquid：技术债堆积会影响生态扩张？
前边几篇文章给大家一种印象，我对 @HyperliquidX 全是赞美。没错，在交易费+回购模式做“中性交易所”这件事上，HL的确是楷模。但若用Crypto Native的视角来评判，其潜在问题也一大堆：
Authors
The writers behind this newsletter.
Blockchain Researcher | Crypto Content Creator | 硬核科普Focus on Security、DaTa、Zero-Knowledge, etc | 聚焦安全、数据、零知识证明等区块链前沿技术研究。
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