研究 & Alpha洞见 💎
数据、图表、可执行Alpha的深度研究。
Aptos技术架构与生态系统扩展分析
Aptos采用单体架构，利用DPoS和AptosBFT v4共识机制，结合Block-STM并行执行引擎，旨在解决区块链不可能三角问题并实现高吞吐量。近期测试网络已展示出处理每秒数万笔交易的能力，目标最终达到百万级TPS。随着代币解锁增加流动性，项目正从基础设施建设转向可组合性阶段，通过激励措施推动
The Graph — The Evolution of Blockchain Data Infrastructure
Blockchain, from a technical standpoint, can be viewed as a decentralized database. In pursuit of decentralization, blockchain databases support only
Arbitrum — Strengthening Its Position As a Leader in Layer 2
Rollups have successfully reduced Ethereum fees by shifting computation off-chain, with Arbitrum currently leading the sector. Arbitrum commands signi
EigenLayer — Leveraging Ethereum's Security
Bitcoin ETFs and institutional inflows have revitalized the market, boosting both CEX volumes and DeFi TVL. EigenLayer capitalizes on this trend by ut
Elixir — The Magic Potion for Orderbook DEX Liquidity Provision
Liquidity refers to the ease with which a particular asset can be exchanged for its counter asset without causing a significant price impact. In tradi
Axelar — Interoperability in a Multi-Chain Universe
In the early days of blockchain technology, Ethereum spearheaded the revival of on-chain activities through decentralized applications (Dapps) built o
Arkadiko 2.0：利用赎回机制解决稳定币锚定与协议效率
SEC 批准比特币现货 ETF 后，Stacks 生态增长，Arkadiko 作为关键 DeFi 协议，利用 PoX 共识机制提升了资金效率。然而，USDA 长期因缺乏原生法币稳定币而难以维持锚定。Arkadiko 2.0 引入赎回机制与动态费用，通过扩展套利环境解决锚定偏离，并新增 stSTX 抵
Berachain — The Bear that Captures Both Liquidity and Security
Standard Proof of Stake chains often force a trade-off between network security and ecosystem liquidity. Berachain addresses this by introducing Proof
StackingDAO — The Liquidity Magnet of Stacks DeFi
Liquid staking resolves capital inefficiency in Proof of Stake networks by tokenizing staked assets for DeFi use. Stacks applies this model through Pr
Monad：高性能EVM兼容Layer 1与社区驱动的新范式
Monad是一个高性能Layer 1区块链，旨在通过完全兼容EVM和优化的共识执行架构实现高扩展性，达到每秒1万笔交易。我们分析了其技术特点，包括流水线共识、乐观并行执行和自定义数据库MonadDb，这些设计解决了以太坊的吞吐瓶颈。除了技术优势，Monad还构建了独特的分层社区结构，通过严格的准入机
