Jun 10Moon Capital Research — Sei ChainJoin us in an exploration of why centralized exchanges currently command larger volumes compared to their decentralized counterparts. As trust in centralized platforms decreases amidst increasing regulatory pressures, the demand for decentralized alternatives has never been greater. We will delve into the limitations of decentralized exchanges, highlighting the changes needed…Sei Network4 min readSei Network4 min read
Jun 6Moon Capital Research — DEXsIntroduction Our research into decentralized exchanges (DEXs) revealed crucial insights, primarily focusing on two vital metrics: Dex/Chain TVL% and Dex/Chain Marketcap%. These metrics help us understand the level of trust users place in DEXs, the liquidity and trading volume they generate, their role in decentralized finance (DeFi) activities, and their overall…7 min read7 min read
May 27Moon Capital Observation#9–0xdxIntroduction: Introducing 0xdx, a gamified platform designed for NFT options trading. It presents a novel approach to the market, aiming to transition it from a largely unstructured landscape to a more refined and organized trading environment. …2 min read2 min read
May 13Moon Capital Observation#8 — KleoverseIn the Web 3 landscape, the dynamics of talent acquisition and measurement have surfaced as critical issues. At Moon Capital, we are consistently observing and analyzing projects that bring innovative solutions to these problems. Today, we’re taking a closer look at Kleoverse — a platform introducing the concept of “proof…2 min read2 min read
Jan 30Moon Capital Observation #7 — RelationIntroduction What will happen when Web3 meets with Social networks? And what’s the advantage of Web3 social over web2? Relation has its answer. Relation aims to build a Web3 social network through a series of infrastructures. With Relations, users can conveniently manage their social network data and use them in different…Moon Capital4 min readMoon Capital4 min read
Jan 30Moon Capital Portfolio Report — DeepDAOIntroduction Over the past two years, the treasury value of all types of DAOs and the number of people participating in DAOs have shown exponential growth. According to DeepDAO data, the treasury value of DAOs listed on DeepDAO grew from $0.4B to over $16B in 2021, an increase of ~40x. Meanwhile…Moon Capital6 min readMoon Capital6 min read
Jan 30Moon Capital Observation #6 — PhiIntroduction In the world of Metaverse, in the past we only wanted the metaverse to bring us closer to others, but now more and more projects are fleshing out virtual content and putting it into the metaverse, giving users a new and interesting experience. …Moon Capital4 min readMoon Capital4 min read
Jan 30Moon Capital Observation #5 — Space IDIntroduction In the world of Web3, we have witnessed the explosion of DeFi and NFT but both back to flatness. However, there is one sector that is continuously growing in trading volume, online traffic, and community consensus on its value. That sector is the blockchain naming service. The reason behind the…Moon Capital5 min readMoon Capital5 min read
Jan 30Moon Capital Observation#4 — Lifeform & HaloWith the rise of VR/AR, AI, metaverse, and other concepts, we witnessed many virtual characters appearing on many social media platforms, either as online streaming hosts or as virtual singers. Among them, “Hatsune Miku”, a well-known virtual singer, is the most representative character. …Moon Capital5 min readMoon Capital5 min read
Jul 28, 2022Moon Capital Observation #3— Link3What is Link3? In the world of Web2 social media, have you ever been scammed by fake accounts, whether as your friends or any cooperating companies? One of the hottest topics on Web3 now is the identity authentication segment. If studying blockchain more deeply, we often see the words “don’t trust, verify”, but…Link36 min readLink36 min read
