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Tokens is a Financialized Belief System

Openmind: Building The Intelligent Machine Economy

Our Investment in SBET: A New Chapter in the CeDeFi Convergence

Consensus from the Cracks: Tether and the New Global Monetary System

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创始人观察录 — — 身份的代价

我们行业里总有一些最常被提及的自我介绍模板：“我是这个行业最早的一批人”“我是纯技术出身”“我是这个赛道的信仰者”“我是常春藤毕业”，它们看似只是背景信息，却在不知不觉间，成为一些人价值感的锚点，甚至是身份认同的一部分。

Apr 22, 2025

Where Are the Marginal Buyers?

This cycle has made one thing clear: we’ve hit a saturation point, not just in capital, but in attention.

by Ada

Apr 22, 2025

Movement, Korean, and Financial Populism

In 2023, our venture team initially passed on @movementlabsxyz before @DoveyWan vetoed that decision. Today, $MOVE is live — which may be...

by Marco Manoppo

Dec 10, 2024

The Interplay of Culture and Capital: Decoding South Korea’s Crypto Landscape

As a economics PhD with a deep interest in global markets, I’ve always been captivated by South Korea — a nation of...

Dec 10, 2024

Consensus from the Cracks: Tether and the New Global Monetary System

Tether, with its vast global circulation and substantial asset base, has emerged as the most crucial liquidity instrument in offshore...

Nov 26, 2024

裂隙中的共识：Tether与全球金融新秩序

USDT 凭借在全球范围内的广泛流通和庞大资产规模，已经成为离岸市场中最重要的流动性工具，但我们对Tether的疑问从未停止：为什么说Tether是我们行业事实上的央行？美国监管对它的态度为何如此拉扯 — — 既不完全打压，也未给出明确支持？它的存在到底对美国金融市场意味着什么？在这种拉扯中，它的破局点又在哪里？这篇文章将帮助你站在一个更加宏观的角度来思考稳定币的意义，这是这个领域突破的前提。

Nov 26, 2024

Welcome Tony Lau to Primitive Ventures

We are thrilled to welcome Tony (@0xkeyu) as the newest member of the Primitive Ventures team! Splitting his time between...

Nov 26, 2024

BN向左，OK向右：阿里与腾讯生态布局的历史重演

作为跨时空的观察者，我在Binance与OKX的战略布局中，仿佛看到了当年Web2时代阿里与腾讯的影子。一个以高度主导推动规模化扩张，一个以开放连接不断延展生态疆域。尽管身处截然不同的行业与时代，但这些商业巨头们的战略轨迹却惊人相似。

Nov 21, 2024

一个跨越三轮周期的价投老VC面对这轮meme焦虑吗？

“Yetta，现在这种市场你们焦虑吗？”，这是在一个饭局上别人认真向我发出的提问，我当时先是一愣，不明白为什么会觉得我们应该焦虑，“因为很多人都觉得meme大行其道VC币要死了哈哈”。这次来Devcon最大的讨论度也确实都在Meme，同行们都打趣说聊一级耽误炒meme，也会有人询问我们是否在资产配置上包括了meme。

Nov 21, 2024

Crypto Founder Culture Fit

Crypto is an incredibly fast-paced world. Each cycle it feels like there are five new things to pay attention to...

by Marco Manoppo

Oct 21, 2024

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