Tiger Research
Tiger Research 是一家专注于亚洲市场的 Web 3 研究公司。
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Tiger Research：DeFi借贷走向模块化，Morpho、Euler和Aave的风险管理之战
传统金融史表明，经纪业务等基础设施的成熟是推动对冲基金行业发展的条件之一。
Tiger Research
美国战略比特币储备法案 ARMA 是什么？对市场有何影响？
市场是否应该将此视为利好，仍是一个开放的问题。
Tiger Research
Tiger Research：2026年代币化股票市场，永续合约的崛起
在股票市场屡创新高的同时，加密货币的市值和交易量却双双下滑。
Tiger Research
DeFi 真正的机会，在 Robinhood 进不去的地方
DeFi 基础设施已经成熟，但能留住用户的消费端应用至今缺席。
Tiger Research
South Korean retail investors exit the crypto market, while banks pour 1 trillion won into crypto infrastructure in 10 days.
The South Korean crypto market is experiencing a power shift, with institutions vying for control of the STO standard, stablecoin payment track, and custody market through MOU competitions. Retail trading volume has declined by 48%, and 196 partnerships among 150 institutions reveal the reasons for the low conversion rate. However, traditional financial institutions are still accelerating their acquisition of exchange equity and infrastructure development.
Tiger Research
Circle未来战略全解析：Arc、CPN与AI支付版图
2026年Q1业绩为拐点，Circle 正在加速推进范式转型。
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Tiger Research: On-chain risk manipulators, the gap between a market size of 147 trillion and 7 billion.
Many industry benefits only exist in the early stages of development of a particular sector.
Tiger Research
从KYC到KYA，现在要给AI智能体办“身份证”了吗？
AI智能体自主交易时代，KYA身份基础设施决定信任。ERC-8004、Visa TAP、Trulioo等方案竞逐，欧盟新加坡率先监管。了解谁将主导下一代链上身份，抓住先机。
Tiger Research
From 0 to $2.6 billion, the one that bought up BlackRock wasn't Wall Street.
BlackRock's BUIDL has become a DeFi infrastructure, with Ethena, Ondo, Frax, and Spark using it as a core reserve to unlock on-chain composite needs and reveal new distribution channels for tokenized assets.
Tiger Research
Bitcoin Q2 Valuation Report: Don't be scared off by short-term fluctuations; Bitcoin still has room to double in value.
Despite the downward revision of fundamental indicators due to the shrinking BTCFi ecosystem, the macro environment still provides support.
Tiger Research
ZachXBT vs RAVE: Is a clean crypto market really what Degens wants?
When the extreme fluctuations disappear, will Degens still remain?
Tiger Research
稳定币发行市场：四种重塑市场的商业模式
稳定币发行市场呈现多元化竞争格局，泰达币与USDC主导储备收益模式，而StraitsX聚焦支付网络，M0提供共享基础设施，KRWQ则瞄准离岸无本金交割远期市场。本报告深度解析四大差异化策略，揭示后来者如何开辟独特赛道。
Tiger Research
深度解析Fluent：如何让每台虚拟机都成为乐高积木？
回望历史，区块链真正的跨越式突破，从来不是源于性能，而是源于可组合性。
Tiger Research
深度解析Nesa：你日常使用的AI为何需要隐私保护？
即便是美国CISA的代理局长，也在不知情中将机密文件泄露给ChatGPT。
Tiger Research
Tiger Research: Realism is the only answer during the cryptocurrency downturn.
Does the problem addressed by the project actually exist and have market demand?
Tiger Research
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