MTCapital
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Momentum Capital ( MTcapital ) based in the heart of Silicon Valley
Transforming Visions into Value, We Empower the Next Generation of Crypto Innovations.
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A New Era for Stacks: The Nakamoto Upgrade Infuses Fresh Dynamism into the Bitcoin Ecosystem
by Xinwei & Awood
TLDR
Observing the historical trend, STX always lags behind the trend of BTC, and its fluctuations are more pronounced than those of BTC. It is also relatively strong compared to other currencies in the BTC ecosystem.The BTC halving is approaching, and the popularity of the BTC ecosystem concept continues to rise. Stacks, as the leading project in the BTC ecosystem, will usher in the Nakamoto upgrade in Q4. The fast block generation every 5 seconds and the trustless sBTC will b
TLDR
Observing the historical trend, STX always lags behind the trend of BTC, and its fluctuations are more pronounced than those of BTC. It is also relatively strong compared to other currencies in the BTC ecosystem.The BTC halving is approaching, and the popularity of the BTC ecosystem concept continues to rise. Stacks, as the leading project in the BTC ecosystem, will usher in the Nakamoto upgrade in Q4. The fast block generation every 5 seconds and the trustless sBTC will b
MT Capital Insight: Application Chain Migration and Tokenomics Upgrade Propels dYdX’s Flywheel of Gr
By Severin. Thanks to @0X_IanWu for providing in-depth guidance and advice in this article.
TL;DR
The updated dYdX tokenomics model necessitates that teams, early investors, and other token holders stake DYDX tokens to capture dYdX transaction fee income. This approach will increase the staking rate of DYDX, reduce its circulating supply, prevent large-scale token selling, and enhance DYDX’s value-capturing capability.Migrating dYdX to an AppChain avoids profit redistribution with StarkWare. The
TL;DR
The updated dYdX tokenomics model necessitates that teams, early investors, and other token holders stake DYDX tokens to capture dYdX transaction fee income. This approach will increase the staking rate of DYDX, reduce its circulating supply, prevent large-scale token selling, and enhance DYDX’s value-capturing capability.Migrating dYdX to an AppChain avoids profit redistribution with StarkWare. The
MT Capital Research: Full Scan of the Inscription Sector
by Xinwei
TL;DR
With ORDI launching on Binance, the inscription sector of the Bitcoin ecosystem is rapidly evolving, with a wide range of innovative technologies and concepts emerging.The SegWit and Taproot upgrades have provided strong support for Bitcoin’s programmability and scalability, fuelling the rise of projects such as Ordinals, BRC-20, and Atomicals. These technological advances have not only increased the transaction capacity and flexibility of the Bitcoin network, but have also creat
TL;DR
With ORDI launching on Binance, the inscription sector of the Bitcoin ecosystem is rapidly evolving, with a wide range of innovative technologies and concepts emerging.The SegWit and Taproot upgrades have provided strong support for Bitcoin’s programmability and scalability, fuelling the rise of projects such as Ordinals, BRC-20, and Atomicals. These technological advances have not only increased the transaction capacity and flexibility of the Bitcoin network, but have also creat
MT Capital Insight: Chainflip — A Rising Competitor in the Native Cross-Chain Exchange Market
By Severin
TL;DR
Chainflip enables native cross-chain value transfer with higher degrees of decentralization, security, and composability.The $FLIP token will likely remain inflationary in the short term, as we expect buybacks and burns from trading volume to be insufficient to make $FLIP deflationary over this timeframe.Chainflip offers better product experience and design compared to Thorchain, but Thorchain’s first-mover advantage, brand awareness and market share are also important competiti
TL;DR
Chainflip enables native cross-chain value transfer with higher degrees of decentralization, security, and composability.The $FLIP token will likely remain inflationary in the short term, as we expect buybacks and burns from trading volume to be insufficient to make $FLIP deflationary over this timeframe.Chainflip offers better product experience and design compared to Thorchain, but Thorchain’s first-mover advantage, brand awareness and market share are also important competiti
MT Capital Research: The Eve of Solana Ecosystem’s Full-scale Breakout
Author: Xinwei, Ian Wu
TL;DR
The Solana ecosystem is on the brink of a full-scale breakout, maintaining strong growth despite challenges such as the bankruptcy of FTX. There is a significant increase in Total Value Locked (TVL) and DeFi Velocity, showing a very high rate of liquidity utilization. Daily transaction volume is steadily rising, far exceeding other public chains.Frequent actions by the Solana Foundation: Steady progress in network stability and decentralization, hosting the Hyperdriv
TL;DR
The Solana ecosystem is on the brink of a full-scale breakout, maintaining strong growth despite challenges such as the bankruptcy of FTX. There is a significant increase in Total Value Locked (TVL) and DeFi Velocity, showing a very high rate of liquidity utilization. Daily transaction volume is steadily rising, far exceeding other public chains.Frequent actions by the Solana Foundation: Steady progress in network stability and decentralization, hosting the Hyperdriv
MT Capital Insight: Jito — Reshaping the Solana Staking Landscape
By Severin & Ian, MT Capital
TL;DR
Jito is the first liquid staking protocol on Solana that offers both MEV rewards and staking rewards. Over the past 30 days, its TVL has increased by nearly 70%, positioning it to reshape the Solana staking landscape.Jito will soon launch its governance token, JTO. Early on,JTO’s circulating supply will be limited, with selling pressure coming mainly from airdropped users. JTO has limited use cases and inferior value capture capabilities. Jito needs new incenti
TL;DR
Jito is the first liquid staking protocol on Solana that offers both MEV rewards and staking rewards. Over the past 30 days, its TVL has increased by nearly 70%, positioning it to reshape the Solana staking landscape.Jito will soon launch its governance token, JTO. Early on,JTO’s circulating supply will be limited, with selling pressure coming mainly from airdropped users. JTO has limited use cases and inferior value capture capabilities. Jito needs new incenti
MT Capital Research: Current Status and Future Prospects of the DeSci
By Xinwei
TL;DR
Integration of DeSci with Web3 and Blockchain: DeSci integrates blockchain technology to improve key aspects of scientific research such as peer review, funding sponsorship, intellectual property management, and data transparency.Impact of DeSci on Scientific Research: DeSci is expected to enhance the transparency, efficiency, and democratization of scientific research, while providing new opportunities to address global issues.Challenges and Future Outlook: Includes improving pe
TL;DR
Integration of DeSci with Web3 and Blockchain: DeSci integrates blockchain technology to improve key aspects of scientific research such as peer review, funding sponsorship, intellectual property management, and data transparency.Impact of DeSci on Scientific Research: DeSci is expected to enhance the transparency, efficiency, and democratization of scientific research, while providing new opportunities to address global issues.Challenges and Future Outlook: Includes improving pe
MT Capital Insight: Messari Crypto Theses 2024 — Betting on Solana and AI + DePIN
By Severin，MT Capital
TL;DR
Messari expressed strong optimism for the theses of Solana, DePIN, AI + Crypto, and Perps in their report.Looking at Messari analysts’ portfolio allocations, internally Messari remains most bullish on Solana and the AI + DePIN theses.
Key Investment Theses
Solana
The rapid launch of new products on Solana, the surge in on-chain liquidity, and the increasing availability of developer tools have always been exciting.
From a technical perspective, upgrades like Local Fee
TL;DR
Messari expressed strong optimism for the theses of Solana, DePIN, AI + Crypto, and Perps in their report.Looking at Messari analysts’ portfolio allocations, internally Messari remains most bullish on Solana and the AI + DePIN theses.
Key Investment Theses
Solana
The rapid launch of new products on Solana, the surge in on-chain liquidity, and the increasing availability of developer tools have always been exciting.
From a technical perspective, upgrades like Local Fee
MT Capital Insight: Fair Launch — A Profound Transformation in Token Distribution Methods
By Xinwei, Ian
TL;DR
In recent years, the blockchain industry has undergone tremendous changes, particularly in the methods of token distribution. From the simple Initial Coin Offerings (ICOs) to complex DeFi structures, and now to today’s Fair Launch and community-driven models, these innovations have not only reshaped the pattern of asset distribution but also attracted widespread attention from market participants. Next, we will delve into several representative projects, each demonstrating i
TL;DR
In recent years, the blockchain industry has undergone tremendous changes, particularly in the methods of token distribution. From the simple Initial Coin Offerings (ICOs) to complex DeFi structures, and now to today’s Fair Launch and community-driven models, these innovations have not only reshaped the pattern of asset distribution but also attracted widespread attention from market participants. Next, we will delve into several representative projects, each demonstrating i
MT Capital: Dencun Upgrade Injects New Vitality into Ethereum Ecosystem Again
By Severin，Ian Wu，MT Capital
TL;DR
One of the core aspects of the Dencun upgrade is the introduction of a new data structure called blob through EIP-4844. This structure stores transaction data submitted by L2 to Ethereum, significantly reducing transaction costs and increasing through put in the Ethereum L2 space, benefiting the L2 ecosystem.Dencun upgrade also introduces a new transient storage opcode through EIP-1153, enabling smart contracts to read and call data from transient storage. This
TL;DR
One of the core aspects of the Dencun upgrade is the introduction of a new data structure called blob through EIP-4844. This structure stores transaction data submitted by L2 to Ethereum, significantly reducing transaction costs and increasing through put in the Ethereum L2 space, benefiting the L2 ecosystem.Dencun upgrade also introduces a new transient storage opcode through EIP-1153, enabling smart contracts to read and call data from transient storage. This
MT Capital: bitSmiley — Pioneer of Native Stablecoin Protocols for Bitcoin
By Severin, MT Capital
bitSmiley Fills the Stablecoin Gap in the BTC Ecosystem
Since the second half of last year, the fervor around Ordinals has brought a huge influx of capital and user traffic to the Bitcoin network, propelling the evolution of the Bitcoin ecosystem. The demand for inscription transactions gave rise to numerous Bitcoin wallets and inscription market infrastructure. The limitations on Bitcoin network transaction throughput and excessively high gas costs have also led developer
bitSmiley Fills the Stablecoin Gap in the BTC Ecosystem
Since the second half of last year, the fervor around Ordinals has brought a huge influx of capital and user traffic to the Bitcoin network, propelling the evolution of the Bitcoin ecosystem. The demand for inscription transactions gave rise to numerous Bitcoin wallets and inscription market infrastructure. The limitations on Bitcoin network transaction throughput and excessively high gas costs have also led developer
MT Capital: Understanding Parallel EVM: Project Overview and Future Perspectives
By Xinwei, MT Capital
TL;DR
The necessity of Parallel EVM lies in its solution to the efficiency issues of traditional EVM’s sequential transaction processing. By allowing multiple operations to execute simultaneously, it significantly enhances network throughput and performance.Implementations of Parallel EVM include scheduler-based concurrent processing, multi-threaded EVM instances, and system-level sharding, while facing technical challenges such as unreliable timestamps, blockchain determin
TL;DR
The necessity of Parallel EVM lies in its solution to the efficiency issues of traditional EVM’s sequential transaction processing. By allowing multiple operations to execute simultaneously, it significantly enhances network throughput and performance.Implementations of Parallel EVM include scheduler-based concurrent processing, multi-threaded EVM instances, and system-level sharding, while facing technical challenges such as unreliable timestamps, blockchain determin
MT Capital Insight: Fren Pet — Mining Game in the Guise of Digital Pet
By Severin.
TL;DR
Essentially, a Fren Pet can be understood as a mining machine that continuously mines a portion of all players’ expenditures in the game as its revenue.Compared to friedn.tech, Fren Pet has done more design in terms of product vitality and user retention, but Fren Pet’s wealth creation effect is significantly weaker than friedn.tech, which may become a hidden danger for user growth.Base and Fren Pet have achieved mutual accomplishments. It is expected that more FrenX projects w
TL;DR
Essentially, a Fren Pet can be understood as a mining machine that continuously mines a portion of all players’ expenditures in the game as its revenue.Compared to friedn.tech, Fren Pet has done more design in terms of product vitality and user retention, but Fren Pet’s wealth creation effect is significantly weaker than friedn.tech, which may become a hidden danger for user growth.Base and Fren Pet have achieved mutual accomplishments. It is expected that more FrenX projects w
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