Old Fashion Research

8月7日，OFRTalk #10 以 Web3 安全为主题，围绕着近期发生的 Nomad 跨链桥安全事故，及 Solana 钱包的大规模泄露事件，从用户教育的角度出发，与嘉宾展开了一系列讨论。活动中精彩发言不断，此文为活动的文字盘复盘总结 ————————————————————————————————————————— 主持人：区块链中经常会上演每天上一当，当当不重样的剧本。常见的资产损失包括了助记词泄露，rug pull，合约攻击（闪电贷，MEV，授权）等。可以简单科普一下这几类的丢钱方式吗？可以先从最近的 Solana 钱包大规模被盗事件开始。 DJ：一开始大家都以为是 Onto Wallet 那边出了问题，到后面大家查出来是 Slope 钱包的问题，它的代码被污染了。这个让我想到 Atoken 这个钱包，其实它去年11月到12月出现过一波用户资产被盗的事故，当时上面有很多 ETC 的用户，包括波卡的用户。当时的事情是类似的，我后面和一些被盗的用户交流了一下，应该是 app 上留了一些后门。在我自己的使用过程中也会有类似的担忧，可能在后续某一次的 app 的更新中就会加入一...

Co-authors: Alastair (Analyst of OFR) & Eraince (Team member of OFR) Advisor: JX (Partner of OFR)TL;DRDAOs are making their impact in the crypto space, but there are challenges hindering their growth; more and more tools/solutions are emerging to help DAOs overcome these challenges and improve the way they are operating.In the next bull cycle for crypto, we believe that DAO’s will probably take over the P2E gamefi projects on the responsibility for onboarding non-crypto users for its more div...

About OFR Insight SharingOFR Insight Sharing is a weekly program session presented by Old Fashion Research, joined by other crypto practitioners of multiple notable institutions and media presses. Every week, researchers of OFR Fund will share their research results in the crypto industry for the past week. Recaps take a look back at the sharing sessions and expose a larger audience to the most discussed topics recently. This week, we are pleased to feature Phillip, the core developer and co-...

About OFR Insight SharingOFR Insight Sharing is a weekly program session presented by Old Fashion Research, joined by other crypto practitioners of multiple notable institutions and media presses. Every week, researchers of OFR Fund will share their research results in the crypto industry for the past week. Recaps take a look back at the sharing sessions and expose a larger audience to the most discussed topics recently. This week, we are pleased to feature Scott, Web3 Researcher of ResearchD...

9月24日，OFRTalk #13 以NFT基础设施及流动性解决方案为讨论核心，与嘉宾一起展开了关于当下NFT设施建设的阻力、NFT流动性解决方案赛道的新探索等话题的讨论。活动中精彩发言不断，此文为活动的文字复盘总结。 🎙录音回放 https://twitter.com/i/spaces/1djGXlBMPVeGZ?s=20 请关注我们的推特 OFR Intern @ofr_intern https://twitter.com/ofr_intern Old Fashion Research @ofrfund https://twitter.com/ofrfund OFRTalk是由Old Fashion Research支持的语音访谈会系列活动。其愿景是成为社区导向型的开放类访谈，为听众带来不同角度的对各赛道的分享，以及深度的区块链内容研究，旗下投资的项目对话及热门话题的讨论，以帮助大家对行业有更深的认知。 OFRTalk所有的内容仅代表个人和嘉宾的看法，内容有时会包含我们的投资项目的介绍，不构成任何投资建议。欢迎大家关注OFR Intern及OFR的官方推特，及时获取开播信息...

About OFR Insight SharingOFR Insight Sharing is a new weekly program session presented by Old Fashion Research, joined by other crypto practitioners of multiple notable institutions and media presses. Every week, researchers of OFR Fund will share their research results in the crypto industry for the past week. Recaps take a look back at the sharing sessions and expose a larger audience to the most discussed topics recently. This week, we are pleased to feature two guests from Mercurius Crypt...

Co-authors: Gui (Investment principal of Old Fashion Research) & Otto (Analyst of OFR) Advisor: JX (Partner of OFR)IntroductionSince the launch of Axie Infinity our view of what GameFi and metaverse really is has been changing. We could quote Vitalik and say that “it’s far too early to know what people actually want” and we tend to agree with this. However, as Web3 venture capitalists our pursuit is to find those projects that will bring about significant adoption of blockchain technology and...

About OFR Insight SharingOFR Insight Sharing is a new weekly program session presented by Old Fashion Research, joined by other crypto practitioners of multiple notable institutions and media presses. Every week, researchers of OFR Fund will share their research results in the crypto industry for the past week. Recaps take a look back at the sharing sessions and expose a larger audience to the most discussed topics recently. This week, we are pleased to feature Felipe Montes, PhD, Co-founder ...

9月2日，OFRTalk #12 以Cosmos生态为出发点，与嘉宾一起展开了关于Cosmos架构、生态项目搭建，开发者社区，潜力项目等话题的讨论。活动中精彩发言不断，此文为活动的文字复盘总结。 🎙录音回放： https://twitter.com/i/spaces/1RDGlaEkeAVJL?s=20 OFRTalk #12 参与嘉宾 安仔Clint, y2z Ventures 研究员 @AnClint 红军大叔, IBCL 发起人 @alexwanng Dr.ATOM, In Cosmos Community & Block Oracle Capital 创始人 @feelingking8 Jeffrey, Tech Lead of HashKey Capital @hu_zhiwei ————————————————————————————————————————— 主持人：除去最近大热的Aptos/Sui/Linera的Move军团，也有一批基于Cosmos SDK的新公链项目备受一级市场的投资机构青睐，比如Celestia，Canto，Kujira等。Cosmos生态...

OFR Insight SharingOFR Insight Sharing 是由 Old Fashion Research 提供支持的每周心得分享环节，由多家知名机构和媒体的加密行业从业者分享有关行业的心得。 每周，OFR Fund 的研究员都会分享他们过去一周在加密行业的研究成果。以下是本次分享会的回顾文字版，让更多的观众了解近期讨论最火热的话题。 本周，我们很荣幸地邀请到了迷之境传媒科技 COO Keren，以及 OFR 研究员 Eraince 进行心得分享。会议围绕着 「数字藏品：是被忽视开垦的"新大陆"，还是被疯狂炒作的"资本陷阱"」此话题展开。 ____________________________________________________________________________本周 OFR Insight Sharing 讨论的话题如下：数字藏品 VS NFT；数字藏品 1.0 沉淀；数字藏品制作流程；数字藏品项目案例；行业现状；数字藏品 2.0趋势** **数字藏品 vs NFT 从定义上来说，数字藏品是是指使用区块链技术，对应特定的作品、艺术品生...

About OFR Insight SharingOFR Insight Sharing is a weekly program session presented by Old Fashion Research, joined by other crypto practitioners of multiple notable institutions and media presses. Every week, researchers of OFR Fund will share their research results in the crypto industry for the past week. Recaps take a look back at the sharing sessions and expose a larger audience to the most discussed topics recently. This week, we are pleased to feature Kevin Kim, COO of Genopets, to shar...

作者: Otto (OFR分析师) 顾问: Gui (OFR投资执行董事) 2021年，萨尔瓦多总统纳伊布·布克勒（Nayib Bukele）宣布，比特币与美元一起成为该国法定货币，这也是全球第一个将比特币合法化的国家。这一事件将萨尔瓦多推向各个经济报纸的头条，同时也引起了国际货币基金组织（IMF）的担忧和全球比特币玩家的欢呼。如今一年已过，随着比特币价格大幅下跌，这一大胆举措带来的后果也初露端倪。 一年前，萨尔瓦多开始购入比特币，单价约为$52k。目前该国已经购买了价值1.04亿美元的比特币，其中包括最近以$19k单价购买的80个币。鉴于近期的比特币行情，萨尔瓦多面临的形势正在逆转，该国持有的资产蒸发了50%以上，所持比特币现在仅值约4500万美元。这意味着它们将面临债务和偿付能力问题，因此，国际评级机构标普（S&P Global ratings）将萨尔瓦多评级降至 CCC+，也就是最差的评级之一（彭博社，2022）。评级的下降会直接影响该国在全球市场的融资能力，下文中，我们可以了解到该国一直在研究支持加密货币的工具，从而提高国际市场借贷能力。 但是，这一切是如何发生，又是从何...