Research and opinion

The Aggregation of Web3.0: Protocol-Agnostic and AggLayer

In our previous analysis of popular projects, we discussed Polygon’s AggLayer, which is quite similar to Paralism’s Protocol-Agnostic concept. Both are exploring how to aggregate existing blockchains, users, and liquidity to form a unified entry point into Web3, thereby breaking down the isolated ecosystems barriers.

Popular Project Analysis: Polygon

On August 22, Polygon announced that it will upgrade its mainnet on September 4 and migrant its native token Matic to POL. Subsequently, several major exchanges announced their support for this upgrade, delisting Matic and listing POL. As a result, Polygon has once again come into the public eye. Over the past year, BTC rose from over $20,000 to over $70,000 at its peak, while Matic increased from over $0.50 to $1.20 but has recently fallen below $0.50. As an Ethereum Layer 2 solution dedicated to addressing scalability issues, Polygon’s past achievements are undeniable. Even during the bear market of 2022 and 2023, it saw the second-largest increase in developer numbers just after Ethereum.

So, let’s take this opportunity to study Polygon once again.

Hot Project Analysis-io.net

How would a project that combines the hottest technological concepts of AI and the popular blockchain sector, DePIN? Today, let’s discuss such a project that inherently carries topics and buzz—io.net.

io.net is a decentralized GPU network built on Solana designed to give unlimited computing power to ML/AI applications. In March this year, io.net raised $30 million in a Series A funding round, bringing its total funding to $40 million, including last year’s seed round, with a latest valuation of $1 billion. Investors include Hack VC (Series A lead), Multicoin Capital, Delphi Digital, Foresight Ventures, Animoca Brands, Continue Capital, Solana Ventures, Aptos, LongHash Ventures, OKX Ventures, Amber Group, SevenX Ventures, and ArkStream Capital, etc.

Computing: The Most Successful Business Model of DePIN

热点项目分析之io.net

如果一个项目结合了当下最火爆的技术概念AI和区块链里正热门的赛道DePIN会如何呢？我们今天就来讲讲自带话题和热度的这样一个项目-io.net.

io.net 建立在Solana之上，是一个去中心化的GPU 网络，旨在为ML/AI应用程序提供充足的计算能力。io.net在今年3月的A轮融资中募集了3000万美金，加上去年的种子轮，共计融资4000万美金，最新估值达10亿美金。投资机构包括Hack VC （A轮领投）、Multicoin Capital、Delphi Digital、Foresight Ventures、Animoca Brands、Continue Capital、Solana Ventures、Aptos、LongHash Ventures、OKX Ventures、Amber Group、SevenX Ventures 和 ArkStream Capital 等。

计算是DePIN赛道最成功的商业模式

Analysis of Monad

On April 9th of this year, the Layer1 blockchain Monad Labs announced the completion of a $225 million financing round. This round was led by Paradigm, with participation from other well-known investment institutions, including Electric Capital, SevenX Ventures, IOSG Ventures, and Greenoaks, etc. Along with the $19 million seed round announced in February 2023, the project has raised a total of $244 million, with a valuation of $3 billion.