Mint Ventures is a research-driven venture firm that specializes in cryptocurrency and early-stage blockchain projects.
Joined June 2021
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🧐Back in May, we laid out the $TSM thesis. Now we've taken it further — a comprehensive deep dive into TSMC: business segment teardown, competitive moat, financial analysis, earnings forecasts & risk map. Everything on $TSM in one report 👇
research.mintventures.fund/2…
🔥Optical modules have been on a wild ride lately — sharp rallies, sharp pullbacks. What's actually driving this space, and which names matter most? We break it down in our latest episode. 🎧 $LITE $COHR
podcasts.apple.com/cn/podcas…
🔥Amid the recent volatility across AI names, $TSM has held up relatively well, with comparatively smaller drawdowns. We covered the thesis back in May, still worth a re-read given where we are now.👇
research.mintventures.fund/2…
🔥 $HYPE remains the center of attention. A week ago, we recorded a deep-dive podcast tackling Hyperliquid's moat, growth runway, and regulatory headwinds.
🎧 High signal, zero fluff. 👇
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🔥New episode coming! We have @lawrence_leeee shares his insights on #Circle—key issues, narrative gaps, and valuation.
🎧Tune in to catch the full breakdown.
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🔥Our latest research takes a closer look at #POPMART, covering industry landscape and competitive dynamics, the sustainability of its growth, and valuation insights. 👇Insights worth a read.
The English version will be available shortly. #StocksToWatch
research.mintventures.fund/2…
🔥In the new episode, we invited renowned Chinese crypto KOL @BTCdayu to share his journey into #meme investing — when he started, the projects he picked, his hands-on experience, and the practical methods he’s developed along the way.
🎧Tune in now!
podcasts.apple.com/us/podcas…
🚀Besides crypto projects, we also keep an eye on U.S. equities. Our latest report offers an in-depth look at #Pinduoduo—covering its team, business structure, operations and financials, as well as its moat and valuation. 🔍Sure to be worth your time.
research.mintventures.fund/2…
🔥New in-depth report on @circle is out!
🔎From operations to valuation, this deep dive delivers unparalleled insights.
👇Read the full analysis. #USDC #Web3 #StockMarket
research.mintventures.fund/2…
🚀From trading and #stablecoins to public chains and platforms, #Coinbase has established strong positions across key sectors of #Crypto .
👇Check out our latest report to see why it is a core player in capturing the industry’s long-term growth. #Web3
research.mintventures.fund/2…
New episode with SNZ community partner & EthTao contributor @NPC_Leo, a longtime #ETH ecosystem builder/observer, sharing insights on Ethereum’s org reforms, goals, key tech milestones, and why he’s long-term bullish. #Web3 #crypto
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🎙️Nearly 90 minutes of battle-tested lessons this episode with @market_beggar & @lly691954876
We cover:
✅ Their standout plays this cycle
✅ What worked & what didn’t
✅ Thoughts on #AltSeason & #ETH
Tune in for high-signal insights you can reuse🔁
podcasts.apple.com/us/podcas…
🔥There's growing buzz around #tokenized U.S. stocks. 🔎Our report outlined the key players and their product offerings in this space, and listed potential investment targets within this concept. Check out the full report👇#Investing #Crypto #Stocks
research.mintventures.fund/2…
🚀News emerged that Trump family's World Liberty Financial #WLFI might be unlocked and enter circulation ahead of schedule. Full analysis :
✅ Current operations
✅ Project background
✅ Tokenomics
✅ Valuation outlook
Dive into details👇
#Tokenomics
research.mintventures.fund/2…
🎙️Join us this episode with @xingpt and @0xSleepinRain as they break down their standout moves this market cycle! 🔥
We’ll dive into:
✅ Winning strategies & hard lessons
✅ Their takes on #AltSeason
✅ Pros/cons of pivoting from crypto to #USStocks
podcasts.apple.com/cn/podcas…
🚀NEW EPISODE DROP! Feat. @qc_qizhou ( founder of @EthStorage ) & @lawrence_leeee
📡 DECODING #ETH:
1️⃣ Top challenges
2️⃣ Core team vs. community: Alignments & clashes
3️⃣ The BULL CASE
4️⃣ Key signals to DOUBLE DOWN
#crypto #Web3 #investing
podcasts.apple.com/cn/podcas…