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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.
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.
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 $5 trillion level company could emerge in the blockchain industry”…
ArkStream Capital Portfolio Report for the 2nd Quarter of 2021 (4): NFT, Fashion and Creator Economy
By ArkStream Capital
Jul 19, 2021
ArkStream Capital invested in about 20 projects in the second quarter of 2021. We will start with a project introduction and track analysis to elaborate on why we invested in Realy and Calaxy.
ArkStream Capital Portfolio Report for the 2nd Quarter of 2021 (3)
By ArkStream Capital
Jul 09, 2021
ArkStream Capital invested in about 20 projects in the second quarter of 2021. We will start with a project introduction and track analysis to elaborate on why we invested in these projects: handle.fi, DeepDAO, Evanesco Network, Pontem Network, Unbound Finance.
In the News
zkMe raises 2M$ 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.

