IOSG Ventures

Ethereum is transforming from a "traffic platform" to a "global settlement sovereign layer," with its valuation logic restructured from a single cash flow model to a dynamic pricing system centered on security settlement premiums and native currency attributes.

Circle demonstrates significant competitive advantages in the stablecoin sector, with its core value not only stemming from USDC itself but also from the payment and settlement ecosystem it has built.

Many entrepreneurs and developers aim not only to make money, but also to create applications that change the world and leave a mark in history.

AI agents need a playing field without referees. And blockchain, especially sufficiently decentralized blockchains like Ethereum, is exactly that kind of existence.

For venture capitalists, the real opportunity lies not in betting on "crypto" or "traditional finance," but in identifying the companies that are building the bridges, infrastructure, and application layers that will define the future of this integration.

The increasing influence of the South Korean crypto ecosystem has made it a key market that anyone interested in the future of Web3 needs to pay attention to.

This article will delve into the "four losses dilemma" that is dismantling the altcoin market, examine why past repair mechanisms have failed, and propose possible rebalancing ideas.

The Survival Philosophy of BNB Chain and Base

This research report will systematically break down the principles of AI training paradigms and reinforcement learning technology, demonstrate the structural advantages of reinforcement learning × Web3, and analyze projects such as Prime Intellect, Gensyn, Nous Research, Gradient, Grail, and Fraction AI.

Agentic Commerce is temporarily constrained by factors such as protocol maturity, regulatory differences, and merchant user acceptance, making it difficult to scale quickly; however, in the long run, payment is the underlying anchor point of all commercial closed loops, and Agentic Commerce holds the most long-term value.