OKX Ventures September Investment Portfolio and Highlights Analysis
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OKX Ventures September Investment Portfolio and Highlights Analysis
OKX Ventures firmly embraces the future of decentralized development, steadfastly betting on decentralization and consistently upholding its commitment to serving the crypto innovation industry.
Navigating Web3 tides with focused insights
Introduction
The crypto industry has been evolving rapidly in recent months, and OKX Ventures has witnessed these swift changes firsthand:
The social sector has seen the emergence of a breakout product—Friend.tech generated over 10,000 ETH in revenue, achieved a TVL surpassing 30,000 ETH, and in September, its total fee income exceeded that of the decentralized exchange Uniswap. This success fueled broader growth across the social sector, driving increased activity in projects like Farcaster and numerous Friend.tech clones. With robust infrastructure already funded, large-scale applications in social, gaming, and other verticals are now more feasible than ever;
Following the approval of Ethereum ETFs, daily trading volumes surpassed $20 million, reinforcing market expectations that Bitcoin spot ETFs are now inevitable. Combined with Bitcoin’s halving event expected in April next year, the convergence of regulatory tailwinds and cyclical trends gives us strong reasons to anticipate an industry rebound;
Telegram has opened access to "TON Space," positioning TON as a new Web3 gateway. Recently, the Ton ecosystem has experienced explosive growth, with over 500 applications spanning 16 sectors. Despite controversies surrounding the TON ecosystem, its 800 million monthly active users remain a significant development worth monitoring.
OKX Ventures continues to closely monitor the industry and remains bullish on key sectors such as infrastructure, the Ethereum ecosystem, and DeFi. We have made strategic investments in projects including Aark Digital, DappOS, and 0xScope.
Project List
Aark Digital
Project Overview
Aark Digital is a peer-to-pool perpetual DEX tailored for professional traders on Arbitrum, offering a definitive solution to the pain points commonly faced by perpetual DEXs.
Aark Digital excels in both innovation and user-friendliness, delivering strong value propositions for both traders and liquidity providers.
For traders: abundant liquidity, 50+ trading pairs, ability to use any asset as collateral, and cross-margin trading.
For liquidity providers: leveraged liquidity provision, spread-neutral liquidity strategies, and an insurance fund.
Key Highlights
The Layer2 derivatives sector holds immense growth potential, with an increasing volume of derivative trading expected to move on-chain. Markets like GMX have already validated the viability of this space.
Aark Digital delivers an optimized trading experience while introducing innovations to existing mechanisms. It enhances both trader experience and LP returns.
Its trading experience is powered by a PMM model, providing deep, CEX-like liquidity. The security mechanism is well-designed, with oracles functioning as intended. The pricing model based on index price and premium creates arbitrage opportunities for arbiters, helping align protocol prices with those on centralized exchanges.
Overall, Aark Digital demonstrates rapid development progress and continuous innovation within the existing derivatives framework, offering traders a smooth experience while stabilizing and improving LP pool efficiency.
DappOS
Project Overview
DappOS is the first intent-centric operating protocol, aiming to make dApp user experiences as seamless as mobile apps, thereby lowering the barrier to entry into Web3.
To onboard the next billion users into Web3, user experience is critical. However, current dApps remain too complex for mainstream adoption. Two major issues are considered primary obstacles. DappOS primarily addresses the user-facing entry point challenge by building a middleware layer between users and crypto dApps. Users interact solely with DappOS, which then handles interactions with the required dApps and automatically executes workflows.
Currently, DappOS has partnered with over 20 projects, including GMX, Perpetual, and BENQI, all of which are already using DappOS. It now supports 10 blockchain networks.
Key Highlights
DappOS delivers a user-friendly experience by building a middleware layer between users and crypto infrastructure. Users only need to interact with DappOS, which then communicates with the necessary dApps and automates workflow execution.
For end users, DappOS offers a unified entry point integrating various dApps. In the future, DappOS will launch a mobile app to further reduce user friction.
For developers, DappOS provides a dApp SDK. Developers can also build mini-app versions on our platform to deliver Web2-like user experiences.
For clients, DappOS displays dApps integrated with the dApp SDK and will offer mobile app development tools, providing developers with a streamlined and friendly development experience.
DappOS is one of the earliest products dedicated to the intent-centric paradigm, offering intuitive experiences for both users and developers, abstracting away the complexity of on-chain logic. It represents foundational infrastructure for onboarding the next billion users in the next era.
0xScope
Project Overview
0xScope Protocol is a data knowledge graph protocol that uses a suite of graph-computing-based aggregation algorithms to connect scattered data points from Web2 and Web3 into a real, dense, structured semantic network—transforming fragmented data into actionable information.
0xScope aims to systematize and visualize decentralized data by integrating cross-protocol on-chain data, constructing user profiles, helping Web3 builders better understand their users, and providing data support for bridging Web3 with the real world.
Key Highlights
One of 0xScope’s most impressive features is its ability to track and analyze address owners and their relationships with other addresses. 0xScope is transforming how people process, use, and view data through a dual-pronged approach.
We believe 0xScope delivers excellent products on both the user and developer sides, meeting the needs of both:
On the user side, 0xScope is building an open-source data layer where users can upload, verify, process, and download Web2 and Web3 data. Currently, 0xScope manages over 10 million data tags and labels, supporting complex on-chain data nodes capable of interpreting real-world semantic layers.
On the developer side, 0xScope is building analytical tools on top of this layer to demonstrate possibilities and empower the community to develop powerful dApps. It provides API services for accessing diverse on-chain data—including entities, behaviors, and Web2 social connections—supplying developers with essential information for dApp development.
In summary, we view 0xScope as the semantic layer for constructing Web3 user profiles and a crucial bridge connecting Web2 and Web3 data.
About OKX Ventures
OKX Ventures firmly embraces the future of decentralization and consistently bets on decentralized technologies, upholding a long-term commitment to supporting innovation in the crypto industry. Unlike traditional financial investors, OKX Ventures does not just provide capital—we also offer services and resources. We aim to grow alongside all our “startup partners,” serving not only as discoverers of exceptional teams, products, and innovative technologies but also as enablers of promising startups. Additionally, OKX Ventures acts as a bridge between portfolio projects and the broader OK Group ecosystem. Through OKX Wallet, NFT Marketplace, and OKX Chain, OKX Ventures leverages years of industry expertise and resources to provide multidimensional platforms and support for project growth.
Despite an unfavorable global macroeconomic environment and recurring black swan events, OKX Ventures focuses on the industry’s intrinsic development rather than superficial bull or bear cycles. We prioritize genuine theoretical innovation, practical new applications, measurable user growth, and tangible expansion of the industry’s overall scale. We are optimistic about the development of the Ethereum ecosystem, multi-chain ecosystems, Bitcoin ecosystem, infrastructure development, and innovative applications in the coming months.
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