EVG Thesis Explained: 5 Catalysts for the Next Bull Run
From the history of crypto, the bear market is a usually good time to filter out malicious actors and allows us to research and spot long-term opportunities. In this article, we identify 5 trends that can be the potential catalysts for next bull run, namely:ZK-rollup (StarkWare and zkSync)AptosCosmos Hub 2.0CelestiaSocialFiZK-rollupRollups are a powerful new layer-2 scaling paradigm, and are expected to be a cornerstone of Ethereum scaling in the short and medium-term future. Compared to opti...

FTX collapse may hint on long term DeFi growth - Everest Ventures Group - Medium
The market has been extremely volatile last week. FTX, a leading crypto exchange of $32B valuation, declared bankruptcy and halted its operations including Alameda Research. Our portfolio company, iZUMi Finance, published a research report on the growth potential of decentralised exchanges (DEX), the state of Uniswap v3 and DEX aggregators. In summary, the recent market turmoil highlights the lack of integrity in certain CeFi players, and DeFi has huge room to grow for mitigating trust issues...
比特币生态新趋势——闪电网络、Ordinal、Atomical、bitVM
作者:Beam,Everest Ventures Group 本文仅供交流学习,不构成任何投资建议。一、比特币生态简介比特币在加密货币生态中的地位不仅是历史性的,也是至关重要的。作为第一个并且最著名的加密货币,比特币不仅开创了数字货币的新时代,也为defi和区块链技术的广泛应用奠定了基础。它的去中心化特性、有限的供应量(2100万个比特币上限)、作为一种价值储存和投资手段的能力,使其在加密货币市场中占据了显著的地位。 人们对比特币生态的关注主要源于其创新性、对传统金融系统的挑战,以及其潜在的经济影响力。随着时间的推移,比特币不仅成为了资产多样化的一部分,也成为了全球金融讨论的一个重要话题。然而,经过了几个牛熊周期的转换,人们渐渐认识到,比特币本身的非图灵完备性质,给比特币生态的进一步拓展造成了极大影响。 图灵完备性是指一个系统能模拟任何图灵机的能力,通常与能够执行包括循环和分支在内的任意计算指令的系统相关。比特币的脚本语言相对简单,主要设计用于处理交易和控制转账过程中的条件,例如多重签名或定时锁定,而不是执行复杂的计算任务。这种设计是为了保持网络的安全性和稳定性。相比之下,像以太...
EVG Thesis Explained: 5 Catalysts for the Next Bull Run
From the history of crypto, the bear market is a usually good time to filter out malicious actors and allows us to research and spot long-term opportunities. In this article, we identify 5 trends that can be the potential catalysts for next bull run, namely:ZK-rollup (StarkWare and zkSync)AptosCosmos Hub 2.0CelestiaSocialFiZK-rollupRollups are a powerful new layer-2 scaling paradigm, and are expected to be a cornerstone of Ethereum scaling in the short and medium-term future. Compared to opti...

FTX collapse may hint on long term DeFi growth - Everest Ventures Group - Medium
The market has been extremely volatile last week. FTX, a leading crypto exchange of $32B valuation, declared bankruptcy and halted its operations including Alameda Research. Our portfolio company, iZUMi Finance, published a research report on the growth potential of decentralised exchanges (DEX), the state of Uniswap v3 and DEX aggregators. In summary, the recent market turmoil highlights the lack of integrity in certain CeFi players, and DeFi has huge room to grow for mitigating trust issues...
比特币生态新趋势——闪电网络、Ordinal、Atomical、bitVM
作者:Beam,Everest Ventures Group 本文仅供交流学习,不构成任何投资建议。一、比特币生态简介比特币在加密货币生态中的地位不仅是历史性的,也是至关重要的。作为第一个并且最著名的加密货币,比特币不仅开创了数字货币的新时代,也为defi和区块链技术的广泛应用奠定了基础。它的去中心化特性、有限的供应量(2100万个比特币上限)、作为一种价值储存和投资手段的能力,使其在加密货币市场中占据了显著的地位。 人们对比特币生态的关注主要源于其创新性、对传统金融系统的挑战,以及其潜在的经济影响力。随着时间的推移,比特币不仅成为了资产多样化的一部分,也成为了全球金融讨论的一个重要话题。然而,经过了几个牛熊周期的转换,人们渐渐认识到,比特币本身的非图灵完备性质,给比特币生态的进一步拓展造成了极大影响。 图灵完备性是指一个系统能模拟任何图灵机的能力,通常与能够执行包括循环和分支在内的任意计算指令的系统相关。比特币的脚本语言相对简单,主要设计用于处理交易和控制转账过程中的条件,例如多重签名或定时锁定,而不是执行复杂的计算任务。这种设计是为了保持网络的安全性和稳定性。相比之下,像以太...

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Similar to traditional equities, it’s not about timing the market, but time in the market. This theory also applies in cryptocurrencies.
Our incubatee Aspen Digital has released the latest Research Series ‘“Dollar Cost Averaging in Crypto: Why Now?”, highlighting how DCA is a desirable investment strategy in capturing the long term upside of Bitcoin and Ethereum.
The report first explores the role of market timing and DCA in traditional equities. In the context of crypto, DCA allows investors to accumulate their crypto positions over time, with low maintenance costs and the need to time the market. The report also discusses long term appeal of both Bitcoin and Ethereum, namely reduction in supply issuance and growing institutional adoption.
For details, download the full report here.
About Everest Ventures Group
Everest Ventures Group (“EVG”) is a Web 3 focused venture studio with presence across five continents. Since 2018, it has incubated multiple technology infrastructures such as Kikitrade, Aspen Digital, Vibra Africa, LiveArtX, Cassava and BlockTempo to drive the mass adoption of digital assets. In addition, EVG is an early investor and advisor to 50+ blockchain projects globally, including renowned startups like Dapper Labs, Animoca Brands, Immutable, The Sandbox, Yuga Labs, Kraken, Lukka, Celestia, Upbit and more.
Similar to traditional equities, it’s not about timing the market, but time in the market. This theory also applies in cryptocurrencies.
Our incubatee Aspen Digital has released the latest Research Series ‘“Dollar Cost Averaging in Crypto: Why Now?”, highlighting how DCA is a desirable investment strategy in capturing the long term upside of Bitcoin and Ethereum.
The report first explores the role of market timing and DCA in traditional equities. In the context of crypto, DCA allows investors to accumulate their crypto positions over time, with low maintenance costs and the need to time the market. The report also discusses long term appeal of both Bitcoin and Ethereum, namely reduction in supply issuance and growing institutional adoption.
For details, download the full report here.
About Everest Ventures Group
Everest Ventures Group (“EVG”) is a Web 3 focused venture studio with presence across five continents. Since 2018, it has incubated multiple technology infrastructures such as Kikitrade, Aspen Digital, Vibra Africa, LiveArtX, Cassava and BlockTempo to drive the mass adoption of digital assets. In addition, EVG is an early investor and advisor to 50+ blockchain projects globally, including renowned startups like Dapper Labs, Animoca Brands, Immutable, The Sandbox, Yuga Labs, Kraken, Lukka, Celestia, Upbit and more.
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