Multicoin Capital· Spencer Applebaum·· 17 小时前AI 评分38
AI 时代的 DeFi 护城河与价值捕获
DeFi moats in an AI world and the implications for value capture
AI brief
Five years ago, building a DEX or borrow/lend protocol meant raising $3 million, hiring five engineers, and spending six months on an MVP. Now, a founder can spin up most of that in a weekend with Claude Code . Ask a frontier AI model to build a perps exchange, and you can get a matching engine, risk engine, trading in…
Source: Multicoin Capital · multicoin.capital