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Yuyue· 2025-07-30 08:30
PayPal 现在允许美国商家接受加密货币支付，而 PayPal 自家的稳定币 PYUSD 也有不少理财机会的。究其本质，是这家老牌的支付公司在通过补贴打法，试图抢先一步占领稳定币市场的高地，在其他支付公司还没整明白的时候就已经铺开 mass adoption他们的思路是多链 ——> 头部 dApp ——> 补贴战撒钱，最开始是在 @Solana_zh 链上和 kamino 合作补贴把 TVL 拉高，现在又拓宽到了 @berachain 的头部 DeFi Infrared @InfraredFinance 。Infrared 是由 @BinanceLabs 、 @hiFramework 等知名 VC 领投的流动性质押项目 就与 PayPal 合作推出了BYUSD Vault（PYUSD 在 Berachain 上的名字是 BYUSD）Bera 链现在虽然萎靡不振，但是链上的 DeFi 还是有不少大户愿意去挖矿的。看了眼 Infrared 里目前 BYUSD-HONEY 的 APR 有 15.35%，几天之内 TVL 已经有 12.73M 美金，在 Alt Layer1 的 DeFi 矿里算很不错了15.35% ...
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Yuyue· 2025-07-30 08:21
Company Overview - Treehouse, supported by VCs like Lightspeed, Yzi Labs, Wintermute, and Jump, launched on Binance spot market [1] - Treehouse positions itself as the "Fixed Income Layer for DeFi", aiming for a more stable, transparent, and predictable on-chain interest rate market [1] Product Analysis - tAsset is a modified LST (Liquid Staking Token) model, allowing users to earn staking and arbitrage returns by staking ETH, stETH, and other assets [1] - DOR (Decentralized Offered Rates) is Treehouse's decentralized interest rate consensus system, generating standardized interest rate indicators, which has been included by DeFiLlama [1] Strategic Direction - Treehouse aims to bring TradFi's fixed income structure to the blockchain, including staking yields, arbitrage opportunities, and interest rate benchmarks [1]
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Yuyue· 2025-07-28 06:59
Project Overview - GAIB is an AI RWAIFi infrastructure chain led by Hack VC, Faction, Hashed, and other well-known VCs [1] - GAIB aims to bring real-world AI infrastructure revenue on-chain, providing investment channels for crypto investors [1] NFT Whitelist Program - An ongoing NFT whitelist activity is in progress [1] - The top 200 depositors with over 1500 USD can receive an FCFS whitelist [1] - There is a giveaway of 2 FCFS whitelists [1] AID Product - GAIB's AID product is related to the AI computing power economy and RWAIFi [1]
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Yuyue· 2025-07-26 15:32
梦幻联动？！Camp @campnetworkxyz 居然支持了昨天 @Sidekick_Labs 的中韩 KOL 大赛，还在 Sidekick 上独家直播了他们在首尔举行的首次线下聚会 “Rave in the Gallery”感觉这些项目方们是应该团结起来做做事了，两个和尚挑水喝Camp Network ⛺️ (@campnetworkxyz):Camp is proud to support @Sidekick_Labs’s KOL Showdown!In addition, we’ll be livestreaming Rave in the Gallery, our first offline meetup in Seoul, exclusively via @Sidekick_Labs for those who can’t attend.Watch live: https://t.co/sVwTQnlrp5 ...
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Yuyue· 2025-07-26 06:42
Project Overview - Two concurrent fundraising projects, Gate Launchpad (@ikadotxyz) and Plasma (@PlasmaFDN), are being analyzed for potential profit [1] - Gate Launchpad is oversubscribed with IKA tokens, while Plasma is oversubscribed with XPL tokens [1] Fundraising Details - Gate Launchpad anticipates a profit of 2 million to 4 million from 60 million oversubscribed funds, with a lock-up period until the 29th (estimated IKA +0.5x to 1x) [1] - Plasma anticipates a profit of 20 million from 200 million oversubscribed funds, with a lock-up period also until the 29th (estimated XPL +5x) [1] Profitability Comparison - Plasma (XPL) is expected to have a significantly larger profit margin compared to Gate (IKA) [1] - The market is expected to potentially equalize the profit margins between the two projects [1]
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Yuyue· 2025-07-26 04:51
Project Analysis - Ethena Labs (ENA) demonstrates strong capabilities in both hard and soft power, crucial for project success [1] - Hard power includes core asset management data (TVL), resource relationships, and market-making capabilities [1] - Soft power encompasses operational strategies and marketing capabilities, with timing being a critical aspect [1] - ENA's operational strategy involves strategically timing favorable news releases to maximize impact [1] Market Dynamics - Many projects fail due to angles that are too small for market adoption or poor marketing leading to low awareness [1] - Some projects suffer from good angles and awareness but are hindered by poor market conditions [1] - ENA's approach involves a series of positive developments, including new highs in USDe TVL, treasury company coin-stock offerings, and stablecoin initiatives, coupled with price increases [1]