Waterdrip
水滴资本由最具前瞻性的中国区块链先驱于2017年创立。
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对话 GoodVision AI：用全新的调度方式解决AI算力的短缺
当黄仁勋预言未来是“Token 工厂”的时代，AI 的竞争核心已经悄然从“训练”转向了“推理”。面对 Agent 时代动辄翻百倍的 Token 成本，算力分发网络可能是一种解决方案。
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Waterdrop Capital: Bitcoin in one hand, AI computing power in the other – the gold and oil of the digital age.
"In the next 2-3 years, the market's focus will no longer be limited to a single technology giant, but will further expand: digging deeper into AI infrastructure (such as power, computing hardware, and data centers), and looking upwards for generalized industry companies that have successfully transformed AI into profit growth."
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去中心化社交的技术基础、应用陷阱与未来演进
本文将通过拆解Social Fi的产品结构，分析去中心化社交协议的技术演进与结构性陷阱；并预测未来Social Fi的发展趋势。
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彻底理解比特币“隔离见证”技术与它的三个版本升级
本文系统梳理了比特币“隔离见证”（Segregated Witness）技术的三次版本升级——SegWit、Taproot 与 Taproot Assets，从“扩容”与“扩能”两条技术主线出发，揭示了比特币主网在结构、性能及功能层面的演进逻辑。
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BTC生态竞逐下半场：谁是价值承载的最优解？
观察BTC生态的不同技术路径可以发现，我们仍然处于一个BTC生态的发展期。BTC生态真正的繁荣还远没有来临。因此，BTC L2的路线之争才刚刚开始。
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New logic of Web3 entrepreneurship under the new global trade order
This article starts with the logic behind Trump’s tariff policy, looks forward to the ideas of a new round of blockchain entrepreneurship under macro-turmoil, and explores how the entry of traditional capital can bring reassessment opportunities to the crypto industry.
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The trio of “AI+Lightning Network+Stablecoin”: Opening a new era of full implementation of BTC ecological payment
From BTC's consensus layer to the execution layer of smart contracts, and then to today's AI-driven application layer, the crypto industry is likely to usher in a paradigm innovation of AI + Pay Fi + BTC Infra, and force Web2 to innovate itself to Web3 - the future of large-scale adoption is becoming a reality step by step.
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Users don’t want VC coins or meme coins, so what do they want?
This article looks at the background reasons for the emergence of VC coins and meme coins from a more macro perspective, as well as their respective historical missions and advantages and disadvantages, and strives to sort out a relatively healthy Token development and construction idea.
Waterdrip
Users don’t want VC coins or meme coins, so what do they want?
This article looks at the background reasons for the emergence of VC coins and meme coins from a more macro perspective, as well as their respective historical missions and advantages and disadvantages, and strives to sort out a relatively healthy Token development and construction idea. If some details are not described accurately, but it does not affect the overall judgment, we will not spend too much time correcting it. Friends in the industry are very welcome to express their opinions, guide and correct the errors and analysis ideas in this article.
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How does “Japan No.1 Token” break geographical boundaries | DripEcho 4.0 X Janction
In the fourth episode of DripEcho, we were fortunate to have Hara, CFO of Japan No.1 Token, to discuss the story of the Japanese market with us. Hara shared his valuable experience in the cryptocurrency field and his journey with the Janction and Jasmy projects. During the show, we discussed in depth how Jasmy copes with the challenges of the Japanese decentralized market and the vast potential of blockchain and artificial intelligence in the region.
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AI & DeSci —— The infrastructure potential behind the narrative that spans bull and bear markets
It is undeniable that every new concept cannot escape the stage of speculation and hype at the beginning; DeSci is no exception. However, the blockchain industry, which started with Bitcoin, has developed for so many years, and it is time to consider how to build an application landing stage that benefits mankind.
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Selections from the Fifth Pacific Water Drop Webinar: Cracking the Wealth Code of Crypto Quantitative Arbitrage
In the ever-changing cryptocurrency market, quantitative arbitrage strategies have gradually become a wealth code favored by investors for their stability and risk control. In this webinar, Pacific Waterdrop invited Allen and Leon, two partners of Hashflow Asset Management, and Xiaozhou, executive director of Pacific Insurance Asset Management Hong Kong, to discuss the core logic of this strategy and its market potential.
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Interpreting global crypto stocks: a new high ground for liquidity outside the cryptocurrency world
At present, more and more listed companies have realized the huge potential of blockchain technology and actively incorporated it into the company's strategic layout. Many blockchain concept stock companies have strong development momentum and have received significant attention and investment in the market.
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AI 到比特币布道者：自托管比特币投资的未来｜DripEcho3.0 X dlcBTC
由 Waterdrip Capital 出品的加密货币与区块链访谈节目《DripEcho》第三期，邀请到了连续创业者 Aki Balogh，他是 dlcBTC 项目的创始人。Aki 曾创立过 AI 驱动的营销公司 MarketMuse，取得了显著成就，而在 2023 年，他再度创业，致力于打造基于比特币的去中心化和安全的 DeFi 解决方案——dlcBTC。今天，我们将深入探讨 Aki 的创业历程、dlcBTC 的技术创新及未来发展。
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全面解读BTCFi：从Lending到Staking，建立自己的移动比特币银行
本研报深度解析了BTCFi的多个关键赛道，探讨了稳定币、借贷服务（Lending）、质押服务（Staking）、再质押服务（Restaking），以及中心化与去中心化金融的结合（CeDeFi）。
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