SevenX is a community and research-driven venture capitalist firm, specializing in early-stage investment in blockchain technology and Web3.
Yield Basis: Real Yield On Bitcoin
By Rui Shang, investor of SevenX Ventures.BTC APR sounds sexy, but it could be a house of cards- built on layers of altcoin incentives that collapse at any time. Is the yield paid in BTC or altcoins? What risks are you subject to? What's the potential principal loss? How sustainable is it? Does it dilute as TVL grows? This article focuses on sustainable BTC-denominated yields across CeFi and DeFi:Original Yield Sources: Quant Trading, DEX LP, Lending, Staking, Collateral, LSTs and Pendle...
Yield Basis: Real Yield On Bitcoin
By Rui Shang, investor of SevenX Ventures.BTC APR sounds sexy, but it could be a house of cards- built on layers of altcoin incentives that collapse at any time. Is the yield paid in BTC or altcoins? What risks are you subject to? What's the potential principal loss? How sustainable is it? Does it dilute as TVL grows? This article focuses on sustainable BTC-denominated yields across CeFi and DeFi:Original Yield Sources: Quant Trading, DEX LP, Lending, Staking, Collateral, LSTs and Pendle...
Stablecoin Playbook: Flipping Billions to Trillions
By Rui Shang, investor of SevenX Ventures.Starter: DistributionYounger generations are digital natives, with stablecoins as their natural money. As AI and IoT drive billions of automated micro-transactions, global finance requires adaptable money solutions. Stablecoins act as a "Currency API," transferring as seamlessly as internet data, and have reached $4.5 trillion transaction volume in 2024, this figure is set to grow as more institutions realize stablecoins are an unparalleled business m...
Stablecoin Playbook: Flipping Billions to Trillions
By Rui Shang, investor of SevenX Ventures.Starter: DistributionYounger generations are digital natives, with stablecoins as their natural money. As AI and IoT drive billions of automated micro-transactions, global finance requires adaptable money solutions. Stablecoins act as a "Currency API," transferring as seamlessly as internet data, and have reached $4.5 trillion transaction volume in 2024, this figure is set to grow as more institutions realize stablecoins are an unparalleled business m...
AO: AI-Oriented Super Parallel Computer
AO IntroThe AO computer is the actor-oriented machine that emerges from the network of nodes that adhere to its core data protocol, running on the Arweave network. Inspired by the original actor model and Erlang, ao does not allow processes to share memory between one another but does allow them to coordinate via a native message-passing standard. Each of these processes can then be operated at the full speed of the computing resources that are available, without interfering with one another....
AO: AI-Oriented Super Parallel Computer
AO IntroThe AO computer is the actor-oriented machine that emerges from the network of nodes that adhere to its core data protocol, running on the Arweave network. Inspired by the original actor model and Erlang, ao does not allow processes to share memory between one another but does allow them to coordinate via a native message-passing standard. Each of these processes can then be operated at the full speed of the computing resources that are available, without interfering with one another....
Crypto AI Mafia
By @Rui, Investor of SevenX Ventures Recap for Decentralized AI House at ETHDenver2024, co-hosted by SevenX Ventures, MyShell, and Jessy’s Hacker HouseWhen AI is wildly growing in the web3 world, it’s even harder to distinguish real innovation from narrative bubbles. We invited 12 most mainstream AI mafias during ETHDenver and this article does a simple recap of the project's visions, methods, and scenarios, to see how they shaking the current world. Here are some important questions to ...
Crypto AI Mafia
By @Rui, Investor of SevenX Ventures Recap for Decentralized AI House at ETHDenver2024, co-hosted by SevenX Ventures, MyShell, and Jessy’s Hacker HouseWhen AI is wildly growing in the web3 world, it’s even harder to distinguish real innovation from narrative bubbles. We invited 12 most mainstream AI mafias during ETHDenver and this article does a simple recap of the project's visions, methods, and scenarios, to see how they shaking the current world. Here are some important questions to ...
Critiquing DePIN: False Hope or Real Dawn?
Written by @Rui, Investor of SevenX Ventures. With a growing emphasis on real-world applications and the rise of Solana, DePin has regained significant popularity in 2024. However, DePIN is not a novel concept. In my opinion, the essence of DePIN is about the token economic model that turning participants into stakeholders, rather than creating new productivity. In the previous bull run, projects like Arweave, Filecoin, and Helium stood out, while many others fell short, even went down to zer...
Critiquing DePIN: False Hope or Real Dawn?
Written by @Rui, Investor of SevenX Ventures. With a growing emphasis on real-world applications and the rise of Solana, DePin has regained significant popularity in 2024. However, DePIN is not a novel concept. In my opinion, the essence of DePIN is about the token economic model that turning participants into stakeholders, rather than creating new productivity. In the previous bull run, projects like Arweave, Filecoin, and Helium stood out, while many others fell short, even went down to zer...
