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Research

2025, When Crypto Assets Return to "Financial Logic"

By ArkStream Capital

Dec 30, 2025

2025 Core Change: "Externalization" of the Pricing Framework. Pricing is no longer primarily driven by single-chain cycles or internal narrative self-circulation. Instead, it is dominated by a combination of policy and compliance, macro liquidity/risk appetite, and leverage/risk control mechanisms. Price elasticity now depends on which entry points capital uses, which investable assets it targets, and how it exits under pressure.

Q3 Upside Has Concluded, Q4 Enters a Repricing Phase

By ArkStream Capital

Nov 20, 2025

The market was simultaneously hit by rising macro uncertainty and structural risks within crypto itself. Market momentum reversed sharply, and prior optimistic expectations were broken.

The 90 Minutes of USDe — A Misinterpreted Depeg Event

By ArkStream Capital

Oct 13, 2025

Brief Depeg, Rapid Recovery: On October 11, 2025, USDe briefly dropped to $0.65 on Binance spot but lasted only a few minutes. The overall depeg period lasted about 90 minutes ($0.75–$0.98) with over 780 million tokens traded. The price fully recovered to around $0.99 before 06:45 Beijing time.

Crypto VC Reborn Guide — Why It’s Hard to Outperform BTC

By ArkStream Capital

Sept 2, 2025

From the narrative of “Web3” retreating back to simply “crypto,” the cryptocurrency investment market is undergoing a massive reshuffle, and we are witnessing it firsthand.

Q2 2025 Marks a Structural Shift in Crypto — “Compliance Narrative + Real Yield”

By ArkStream Capital

July 9, 2025

In Q2 2025, the crypto market experienced a broad recovery, with multiple favorable factors converging to accelerate the industry's momentum.

The Power Game of WLFI and CEX-DEX Integration

By ArkStream Capital

Apr 17, 2025

At the beginning of 2025, the cryptocurrency market opened with a complex mix of optimism and uncertainty.

The Year of Crypto Breakthroughs,Embracing the Euphoria of 2025

By ArkStream Capital

Jan 23, 2025

The year 2024 was a monumental one for the cryptocurrency industry, marked by numerous significant events.

2024 Q4 Quarterly Report

By ArkStream Capital

Jan 9, 2025

On December 5th, Bitcoin surpassed the $100,000 mark, making history as anticipated by the market.

Why We Invested in Ethena After Trump’s Victory

By ArkStream Capital

Dec 26, 2024

On November 5, 2024, Donald Trump successfully won the U.S. presidential election, signaling the dawn of an economic transformation led by traditional industries and decentralized finance (DeFi).

The Meme Craze | A New Battlefield for VCs – Opportunity or Trap?

By ArkStream Capital

Nov 5, 2024

In 2024, the industry and market are undergoing significant reshuffling.

How PayFi Unlocks a New Chapter in Crypto Payments

By ArkStream Capital

Oct 24, 2024

The stablecoin market continues to grow, and crypto payments will not completely replace the traditional fiat system.

Can AI Agent become the life-saving straw of Web3+AI?

By ArkStream Capital

Sept 23, 2024

AI wave: the status quo of numerous projects and rising valuations

Why We Are Investing in Verifiable Computation and Space and Time

By ArkStream Capital

Aug 28, 2024

Blockchain Verifiability and the Verifiable Computation Layer

Application Chains: A Promising Future with Opportunities Ahead

By ArkStream Capital

Aug 23, 2024

In 2023 and 2024, more and more dApps have announced their transformation into application chains.

Investing in Caldera Aims to Drive Core Infrastructure in the New Cycle

By ArkStream Capital

July 25, 2024

Caldera has announced a $15 million Series A funding round with the support of Dragonfly, Sequoia financing, Arkstream Capital, Lattice, and Peter Thiel’s Founders Fund.

ZKP in Crypto Industry Research

By ArkStream Capital

Aug 8, 2024

Reviewed 117 projects and identified leading projects and emerging stars, thus forming a solid ZK venture capital strategy.

Why We Invest in AVAIL

By ArkStream Capital

June 5, 2024

In the past, cryptographic technology has played a crucial role in the progress of human civilisation, particularly in the fields of information security and privacy protection.

Why We Invest in FHE

By ArkStream Capital

June 4, 2024

In the past, cryptographic technology has played a crucial role in the progress of human civilisation, particularly in the fields of information security and privacy protection.

Why We Invested in dappOS: The Intent Infra

By ArkStream Capital

May 16, 2024

In 2023, the global digital payment market reached a valuation of $9.46 trillion.

Nine Predictions for 2024

By ArkStream Capital

Feb 22, 2024

ETH L2 / Modular Blockchain / BTCfi / Restaking / GameFi / AI / DePIN / SocialFi / DeFi

Arkstream Capital: The Cliff Race Between Blur and OpenSea

By ArkStream Capital

Apr 4, 2023

The second half of 2022 was a winter for NFTs…

ArkStream Capital 2023 outlook: in which scenarios the on-chain one billion users’ applications will boom

By ArkStream Capital

Feb 23, 2023

In July 2018, Dr. Xiao Feng, chairman of Wanxiang Group, mentioned in a speech that “there are possibilities that a $5 trillion level company could emerge in the blockchain industry”…

ArkStream Insights: The Unstable Algorithmic Stablecoins

By ArkStream Capital

Dec 2, 2021

Olympus is a new generation of algorithmic stablecoins. Its unique (3,3) community consensus and the generous financial returns of early investors have…

ArkStream Capital Portfolio Report for the 2nd Quarter of 2021 (5)

By ArkStream Capital

Aug 16, 2021

ArkStream Capital invested in about 20 projects in the second quarter of 2021. We will start with a project introduction and track analysis to elaborate on why we invested in Titan and Panther.

ArkStream Capital Portfolio Report for the 2nd Quarter of 2021 (4): NFT, Fashion and Creator Economy

By ArkStream Capital

Jul 19, 2021

ArkStream Capital invested in about 20 projects in the second quarter of 2021. We will start with a project introduction and track analysis to elaborate on why we invested in Realy and Calaxy.

ArkStream Capital Portfolio Report for the 2nd Quarter of 2021 (3)

By ArkStream Capital

Jul 09, 2021

ArkStream Capital invested in about 20 projects in the second quarter of 2021. We will start with a project introduction and track analysis to elaborate on why we invested in these projects: handle.fi, DeepDAO, Evanesco Network, Pontem Network, Unbound Finance.

In the News

二级漫谈 | Meme乱象,价值投资失效是这一轮牛市的主旋律?

By ArkStream Capital

Aug 2, 2024

当前市场长期趋势显示为牛市,短期内的波动可能仅是暂时的反弹,预示着即将到来的修复期。

Exploring the New Al paradigm in the Crypto Era

By ArkStream Capital

July 5, 2024

The recent session of the SPACE meeting was held on June 28, 2024, focusing on exploring the new paradigm of artificial intelligence in the crypto era.

风再起时/ 香港以太坊ETF给华尔街带来了哪些启示

By ArkStream Capital

June 6, 2024

ArkStream Capital最新Space会议深入剖析了香港以太坊ETF的市场优势及其对全球金融市场的潜在影响。

Challenges and Opportunities in the Restaking Narrative

By ArkStream Capital

May 24, 2024

The meeting on “Challenges and Opportunities in the Restaking Narrative,” held on May 24, 2024

ArkStream Capital announces its Series A investment in IO.Net

By Gate Learn

Mar 23, 2024

ArkStream Capital announces its Series A investment in IO.Net, marking a significant move in the AI and decentralized infrastructure sectors.

ArkStream Capital Completes Strategic Investment In Manta Network In Q4 2023

Jan 19, 2024

By Binance Square

ArkStream Capital announced that its second-phase fund completed a strategic investment in Manta Network in the fourth quarter of 2023.

GAM3S.GG Raises $2M Seed Round Led by Mechanism Capital to Grow Web3 Gaming Superapp

Sep 7, 2023

By Binance Square

GAM3S.GG’s $2 million investment round will help the platform both grow its superapp, and achieve its ultimate goal of bringing 100 million users to the blockchain gaming vertical.

6 projects invested by ArkStream Capital in Q2 2023

Jul 12, 2023

By Binance Square

ArkStream Capital invested in a total of 6 projects in the second quarter of 2023. We will explain the reasons for investing in these projects based on project introductions and track analysis.

LBank Labs Announces Strategic Investment in ArkStream Capital to Accelerate Web3 Innovation

By Binance Square

Jun 29, 2023

LBank × ArkStream Capital

zkMe raises 2M$ to revolutionize on-chain credential verification with zero-knowledge proofs

By Binance Square

May 29, 2023

zkMe, the zero-knowledge identity oracle provider, has successfully secured $2 million in pre-seed funding from Circle Venture, Spartan Group, CMS Holdings, Fenbushi Capital, NGC Ventures, Arkstream Capital and other well-respected venture capital firms.