Don Valentine: Gandfather of VCDon Valentine founded Sequoia in 1972, before the terms “Silicon Valley” and “venture capital” had been coined. His original investments includes Apple, Atari, Oracle, Cisco, etc. Prior to founding Sequoia Capital, Don served as a sales and marketing executive at Fairchild Semiconductor for seven years before he went on to establish National Semiconductor. Don obtained his Bachelor of Science in Chemistry from Fordham University in 1954.Why sequoia successfulWe ...

Don Valentine: Gandfather of VCDon Valentine founded Sequoia in 1972, before the terms “Silicon Valley” and “venture capital” had been coined. His original investments includes Apple, Atari, Oracle, Cisco, etc. Prior to founding Sequoia Capital, Don served as a sales and marketing executive at Fairchild Semiconductor for seven years before he went on to establish National Semiconductor. Don obtained his Bachelor of Science in Chemistry from Fordham University in 1954.Why sequoia successfulWe ...

Oracle：trust builderOracle is usually reckoned as the bridge and window of on-chain and off-chain data. In short, oracle is a middleware providing real-world data services for blockchain projects.Source: IOSG If we recognize the definition that blockchain is the trust machine, then oracle can be essentially referred to as the** trust-maintenance machine.** As a matter of fact, the trust generated by blockchain itself is usually not sufficient to support all the demands of upper layer applicat...

Oracle：trust builderOracle is usually reckoned as the bridge and window of on-chain and off-chain data. In short, oracle is a middleware providing real-world data services for blockchain projects.Source: IOSG If we recognize the definition that blockchain is the trust machine, then oracle can be essentially referred to as the** trust-maintenance machine.** As a matter of fact, the trust generated by blockchain itself is usually not sufficient to support all the demands of upper layer applicat...

注：本文始发于2022年2月24日，后续AC退圈带来的负面影响并未包含在本研究时段内，仅供机制研究参考。长久以来，传统的AMM模式一个很大的问题就在于协议平台和LP之间的冲突。因为LP的收益率实际上和所提供的流动性资金量大小并不成正比，协议所发放代币市场价值的缩水，和交易对在市场波动中形成的无常损失，都会使LP蒙受“塌矿”的风险。而为了解决这种协议和市场参与者在利益上此消彼长的零和局面，Yearn的创始人AC(Andrew Cronje)联合知名加密社区Frog Nation的创始人Dani(Daniele Sestagalli)推出了名为“Solidly”的全新DeFi2.0协议项目，并迅速在加密社区引发了讨论狂潮。 截至今日Solidly的TVL已近4亿美元，24小时成交量涨幅超1300%。随着越来越多的目光聚向这个全新协议，我们将通过本文，对其从协议机制和引发的吸血鬼战争两方面进行解构。TVL Volume (Feb 2022)Solidly是什么：ve+(3,3) Solidly的原身是基于AC创建的一个新型DEX类项目ve(3,3)。而ve(3,3)，正如其名称一样，简...

注：本文始发于2022年2月24日，后续AC退圈带来的负面影响并未包含在本研究时段内，仅供机制研究参考。长久以来，传统的AMM模式一个很大的问题就在于协议平台和LP之间的冲突。因为LP的收益率实际上和所提供的流动性资金量大小并不成正比，协议所发放代币市场价值的缩水，和交易对在市场波动中形成的无常损失，都会使LP蒙受“塌矿”的风险。而为了解决这种协议和市场参与者在利益上此消彼长的零和局面，Yearn的创始人AC(Andrew Cronje)联合知名加密社区Frog Nation的创始人Dani(Daniele Sestagalli)推出了名为“Solidly”的全新DeFi2.0协议项目，并迅速在加密社区引发了讨论狂潮。 截至今日Solidly的TVL已近4亿美元，24小时成交量涨幅超1300%。随着越来越多的目光聚向这个全新协议，我们将通过本文，对其从协议机制和引发的吸血鬼战争两方面进行解构。TVL Volume (Feb 2022)Solidly是什么：ve+(3,3) Solidly的原身是基于AC创建的一个新型DEX类项目ve(3,3)。而ve(3,3)，正如其名称一样，简...