0xe706
May 17th, 2022

Author: Otto Verstl (Analyst of OFR)

0n1 Force launched in August 2021 and was one of the most hyped collections from the start, shooting for a floor-price of 7 to 8 ETH. But poor decisions by the team led to supporters abandoning the project and thus a slow decrease in price and volume. 

All-time development of sales by 0n1 Force, Opensea
All-time development of sales by 0n1 Force, Opensea

On1 Force is an anime-inspired collection, featuring 7,777 unique avatars in the form of side-profile pictures with 100 hand-drawn attributes created by IMCMPLX. It’s a project initially set to develop a new generation of cross-platform IP. The project’s main mission is to enable the co-creation of the 0N1VERSE and set up a community that combines narrative and gaming. The philosophy behind the project is built on three cornerstones: Building strength in community, elevating style in both Metaverse and reality, and driven by the spirit of imagination.

0xe706
March 3rd, 2022

Author: Mstone (Analyst of OFR), Nicole Cheng (Investment Manager of OFR)

Advisor & Editor: JX (Partner of OFR)

At the start of the year, Ryan Selkis wrote in his Messari 2022 Crypto Theses, “Of the various components in the Web3 hardware stack, decentralised storage is arguably the most robust.” Compared to the short-term services offered by IPFS and Sia, the report acknowledges Arweave as a key player in the long-term blockchain storage sector. So how exactly does Arweave come to carry the weight on the decentralised storage space?

0xe706
March 3rd, 2022

作者:Nicole Cheng (Investment Manager of OFR), Mstone (Analyst of OFR)

Advisor: JX (Partner of OFR)

新年伊始,Ryan Selkis 在Messari 2022 论文中写道:”在 Web3 硬件堆栈的各种组件中,去中心化存储可以说是最强大的。”与 IPFS 和 Sia 提供的短期服务相比,该报告承认 Arweave 是长期区块链存储的关键参与者。那么Arweave究竟如何来扛起存储板块的重任呢?

0xe706
January 27th, 2022

作者:Nicole Cheng (Analyst of OFR)

Advisor: JX (Partner of OFR)

赛道现状

随着多链生态的爆发,近半年来桥接以太的跨链协议上TVL也呈现出不断攀升的状态。然而,由于不同区块链系统之间存在不同通信协议、身份管理、共识机制及其他差异,跨链互通依旧面临着与经典的不可能三角相似的问题——即扩展性,安全性和去中心化程度。以下将根据这三个维度来衡量目前市面上的跨链桥,并探讨未来跨链桥的发展空间和可能性。

0xe706
December 12th, 2021

Author: @bigfatpenguinQ (Analyst of OFR)

Advisor & Editor: JX (Partner of OFR), Alex (Investor at OFR)

Key takeaway:

  1. Unlike Axie Infinity and its clones, Thetan Arena added more internal scenarios for the consumption of its native reward token-$THC to hedge the inflation generated as rewards to users.
  2. Thetan Arena attracts people not only by its P2E model but the intense gameplay which will trap users inside the ecosystem. The more players it gets the more value the $THG token will capture since the whole ecosystem's profit rely on the number of active users by its tax levying model preset.
  3. GameFi projects like Thetan Arena that combine high-quality game production with a deep understanding of crypto will pave the way for a new era of gaming.
0xe706
November 15th, 2021

在 11 月初 AR 价格暴涨之前,该协议的收入自 9 月第一周以来增长了 1200% 以上,这主要由在 Solana 链上铸造 NFT 的需求激增所致。

需要强调的是,随着去年 12 月 SOLAR 桥的建立,Solana 的区块链数据将无缝存储在 Arweave 上,而不再依赖复制器(replicators)。从图中我们也可以清楚地看到 SOL 与 AR 之间的价格相关性也增加了。

0xe706
November 15th, 2021

Before the AR's huge price pump in early Nov, the protocol's revenue saw a 1200%+ increase since the first week of Sep which was mainly contributed by the surging demand of minting NFTs on the Solana blockchain.

It is worth strengthening that with the SOLAR Bridge built last December, Solana‘s blockchain data would be stored on the Arweave seamlessly instead of relying on replicators. From the graph, we can also clearly see the correlation between the price of Sol and AR also increased.

Moreover, Metaplex, a tool launched in June to facilitate the NFT issuance with Arweave as the default storage layer, scooped up AR in the NFT summer, tightening the price correlation as a result.

0xe706
November 15th, 2021

Tons of articles have discussed the Axie Infinity fever, but few have dug deeper enough in a scientific manner. Thus I wrote the first report about Axie covering its in-game economic system from a data-driven perspective. Any feedback is appreciated.

The Axie's economic flywheel is currently driven by two core gameplays: Battle and Breeding. The value chain formed a closed-loop from inflow to outflow.