Ep.27 [CN]: GM: 技术背景投资人(Dragonfly)的思维模式转变之旅

HODLong 后浪

节目概要: * GM的个人背景 * 做工程师和做投资人的区别,工程师思维对做投资人的利弊影响 * Dragonfly 应该是最早的想要“连接东西方”的一个加密基金,这些年你们都针对这块做了什么尝试? * 时至今日,你觉得在crypto 领域“连接东西方”、桥接两边的信息差,还是一个重要的竞争力吗? * 你现在的项目来源主要集中在什么地方?人在亚洲会给你优势吗?会说中文这一点呢? * 东方和西方开发者更擅长的技术堆栈? * 你前阵子跟我提到,对于协议层的兴趣减弱了,想要更多关注到应用层,能谈谈这种心态的转变吗?是什么带来的这种想法转变? * 六年后再看“胖协议” * Dragonfly 投资团队在世界各地的分布 * 能不能聊聊你现在dragonfly 被投项目里面你最喜欢的项目? * 你认为基金们选择分开运营对冲基金和VC或者一起运营两者,优势和劣势分别是什么? Twitter:@0xsudogm Website: https://www.dragonfly.xyz/ 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

50分钟
1k+
2年前

Ep.26 [CN]: Jerry: 从 Space ID 开启的数字身份探索之旅

HODLong 后浪

节目概要: * 为什么团队要做Space ID? * 与其他域名服务的区分点 * 数字身份的意义就在于能在各个场景里使用,甚至能在用户使用一个app时通过获得另一个app上这个用户身份背后的某些行为数据从而更好的服务这个用户。Space ID在这块的思考和计划? * 长期来看数字身份肯定不会只是用文字来表现,那么域名的意义?未来数字身份的形态? * Space ID 未来会支持的链 * 智能合约钱包的支持和其他与身份相关的协议 * 打造爆款与降低准入门槛:鸡和蛋的问题 * 为什么要有这个ID token?用户可以拿它来做什么? Twitter:@SpaceIDProtocol Website: https://space.id/ 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

45分钟
1k+
2年前

Ep.25 [EN]: Bryan Pellegrino: the immense possibilities of omnichains to be unlocked with LayerZero

HODLong 后浪

Shownotes: * Bryan's background * The circumstance that Bryan and the cofounders decided to start L0 * What is LayerZero? * The key parts of LayerZero protocol and how each part coordinates with each other * What chains can LayerZero send messages across today? What’s the mindset behind integrating as many chains as possible? * Why call it “omnichain” instead of “multichain”? * Some of the use cases of LayerZero as of today * The additional utilities people can unlock with cross-chain capability * The background story of working with Pudgy Penguins * The year ahead Twitter:@LayerZero_Labs / @PrimordialAA Website: https://layerzero.network/ If you enjoyed this episode, please feel free to tip in ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

35分钟
99+
2年前

Ep.24 [EN]: Ye Zhang: Building Scroll's zk-EVM with a grassroot-driven mindset

HODLong 后浪

Show notes: * Ye Zhang's background * Why zkevm? Why now? * The technical differences between an application-specific zkrollup versus a generalized purposed zkrollup * The infrastructure components in Scroll’s architecture and how these components work together * User journey interacting with Scroll and developer experience building on Scroll * Scroll's performance and the applications fit the best * The design principle of Scroll and the mindset behind running the Scroll community * How and why Ethereum Foundation co-developed with Scroll Network * What happened after pre-Alpha testnest in October last year and the upcoming Goerli testnet * The challenges as a technical founder encountered over the past two years of entrepreneurship Twitter:@Scroll_ZKP / @yezhang1998 Linktree: https://linktr.ee/scroll_zkp Website: https://scroll.io/ If you enjoyed this episode, please feel free to tip in ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

50分钟
99+
2年前

Ep.23 [CN]: Hypesaints:打造一个Web3 游戏厅和共创体验社区

HODLong 后浪

节目概要: * Hypesaints团队的背景 * 当时为什么决定离开老东家,“下海”做一个共创类的项目 * Hypesaints的想要给用户呈现的体验是什么:传统内容媒介 vs. 链上价值流转 * 在共创过程中,谁说了算? * Hypesaints的世界观和背景设定? * 用户如何与Hypesaints内的资产交互,大家可以用资产做些什么? * 早期用户的获取:“先吸引创作者还是先打样?“。Hypesaints团队计划先呈现哪些体验? * 链上游戏的”悖论“ * 传统IP打造vs Web3社区IP打造 * 从过去在的经验出发来带产品、带运营,哪些经验到这里就完全不好使了? * 在这个时间点开始做项目,什么感受? Twitter:@HypeSaintsNFT Website: https://hypesaints.xyz/ Hypesaints NFT 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

52分钟
1k+
2年前

Ep.22 [CN]: Solana 沉浮录:很多的偶然与少许的必然

HODLong 后浪

第一次做单口,提前感谢大家包容! 本期要点: * Solana的身世几何? * Solana从零到一做对了什么事情? * SBF 和 Solana是怎么互相选择的? * SBF 为 Solana 带来了什么改变? * Solana的开发者生态是怎么做起来的? * Solana是怎么开始有人愿意用的? * 在FTX 轰然倒下的今天,Solana 何去何从? 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG 参考链接: Messari 上的各公链融资情况: Polygon: https://messari.io/asset/polygon/profile/launch-and-initial-token-distribution Avalanche: https://messari.io/asset/avalanche/profile/launch-and-initial-token-distribution Near: https://messari.io/asset/near-protocol/profile/launch-and-initial-token-distribution Solana: https://messari.io/asset/solana/profile/launch-and-initial-token-distribution Multicoin Capital 投资组合:https://multicoin.capital/portfolio/ Solana黑客松相关链接: 第一届黑客松:https://solana.com/de/wormhole-hackathon 第二届黑客松:https://solana.blog/2000-participating-in-solana-defi-hackathon-kicking-off-tomorrow/ Serum团队做的Solana上需要被搭建的东西,供参加黑客松的人参考:https://serum-academy.com/en/serum-project-ideas/project-ideas/ (该链接已失效) 第三届黑客松:https://solana.blog/solana-season-global-hackathon-with-1m-prize-and-funding-pool/ 第四届黑客松:https://solana.blog/katana-wins-out-of-568-projects-launched-in-massive-solana-ignition-hackathon/ 第五届黑客松:https://solana.blog/solana-riptide-hackathon/ ETH NYC的奖池:https://nyc.ethglobal.co/#prizes Solana基金会对于和FTX / Alameda 相关联资产的澄清:https://solana.com/news/solana-facts-ftx-bankruptcy Raj的推特:https://twitter.com/rajgokal/status/1608320254463348736 Electric Capital 的开发者报告:https://www.developerreport.com/ 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

63分钟
4k+
2年前

Ep.21 [EN]: The Lindesay Brothers: the Great Expectations with their Great Wall Expedition

HODLong 后浪

Towards the end of 2022, the Lindesay Brothers had just finished their running expedition of the full length of the Great Wall in China, sponsored by STEPN. They are the youngest brothers to run the Great Wall of China. This episode is not a typical episode that you'd hear on HODLong, but it's an episode full of extraordinary stories. Show Notes: 1. The brothers' childhood running experience 2. The inspiration to go on this expedition 3. The brothers' running records 4. The preparation of the Great Wall expedition: the daily running routes planning, the accommodation, the support crew, and the actual adjustments along the journey 5. Why run in 2022? 6. The cost of the trip and why getting the sponsorship from a Web3 project 7. The STEPN game experience throughout the adventure. The number of shoes each person owned and the Energy burnt 8. The specific type of training the brothers went through 9. The number of days per week the brothers run 10. Advice for amateurs/beginners to run long distance 11. About the daily calories and nutrition intake; the supplements and water intake 12. The memorable foods during the journey 13. The weather during the journey 14. The most difficult part of the run 15. The most rewarding part of the journey for each brother Twitter: @Lindesaybros Important Links: Youtube: https://www.youtube.com/channel/UCnEN7RGIVlbF_Tz39IK10eQ Video featured on BBC: https://twitter.com/bbcchinese/status/1602256985805692931 SCMP featured story: https://www.scmp.com/lifestyle/travel-leisure/article/3203560/they-clearly-had-genes-brothers-run-length-great-wall-china-35-years-after-their-father 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

74分钟
99+
2年前

Ep.20 [CN]: Will Wang: 人类高度数字化时代下的“plan B”与区块链行业未解迷思

HODLong 后浪

节目概要: 1. 经历了一系列的黑天鹅事件,如六七月的Luna崩盘、十一月的FTX暴雷,BAI Capital 作为传统互联网投资机构的体感是怎样的? 2. Will 为什么对区块链行业产生兴趣?对待BTC和ETH的态度?这一轮周期和上一轮周期的比较观察? 3. 作为投了不少消费互联网的美元基金,对待协议层的项目的态度? 4. 一个追求“无需信任(Trustless)”的行业,反而面临更多信任危机 5. 需要回答“这个行业与人类生活关系在哪?”这一命题,摩洛哥和埃及的人民为什么需要区块链? * 账户体系,降低交易磨损 6. 区块链不是下一代互联网,不是所有东西都该上链 7. Will心目中元宇宙的定义,人类社会的不可逆的数字化趋势以及带来的伦理、政治问题 8. 所有的“信任”与“中介”都会不断被迭代,这个行业可能就是一丁点的对冲,“In trustless we trust” 9. 主权与个人的关系,“主权个人(sovereign individuals)” 的概念,当你没有强主权可以依靠的时候的另一种选择 10. Will心目中的区块链行业未解之谜: * 通证的价值捕获很弱,在是否要证券化和被强力监管之间存在的矛盾 * 发通证项目的业治理困境,流动性溢价是答案吗? * 提高区块链处理交易的能力真能推动新的用例出现吗?交易成本很高可能是区块链特性而非问题 11. 真正有大回报的标的在过去十年只有5-10个,这个行业可能也是一样 12. 区块链降低交易磨损的反身性,流量和注意力在这个行业被放大但流失也更容易 13. 这个行业可能不需要更多应用了,比特币可能是人类高度数字化时代下的“plan B” 14. 从区块链原教旨主义者到“非必要不上链”,因为“要花钱的” 15. BAI过去一年在行业里的布局都反而因这轮FTX带来的危机中找到了新的机会:硬件钱包、跨链稳定币、合规交易所和安全解决方案等 16. 加密原生的基金,有不少“未实现收益倍数(Multiple)”与“基金已分配红利与认缴资本比例(DPI)“差别非常大 Reference: 《伍拾壹说》EP.57 [CN] - Will Wang: 和 BAI Capital 聊聊互联网、Web3 与价值 / Talk about the Internet, Web3, and their value with BAI Capital Simplecast: https://51-with-mable-jiang-presented-by-multicoin-capital.simplecast.com/episodes/ep57-cn-will-wang Apple Podcast: https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000556039608 Spotify: https://open.spotify.com/episode/7BgZiGIVfHMDyU9i6hP8DN?si=f2PxYHloRVmUmDJ7JKNxTg Xiaoyuzhou 小宇宙: https://www.xiaoyuzhoufm.com/episode/62488a0ee17d16bf35a4e652?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9 Twitter:@jpejpejpe18 Website: www.bai-cap.com 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

79分钟
2k+
2年前

Ep.19 [CN]: Harry & Bowen: 2022的奇幻旅程总结

HODLong 后浪

这期节目是一期年终总结,也是一期朋友对谈。 1. 聊聊今年都做了什么? 2. 今年工作上发生的难忘的事情 3. 这次的寒冬和2018年的寒冬有什么区别? 4. Defi,或者叫链上金融,这个方向提出后的第五个年头,除了先发优势带来的品牌认可度和广泛和别的协议互操作性/可组合性,所带来的不可替代性,Defi的护城河是否越来越微弱了?Defi会不会成为应用层里面一种像基础设施一样的存在? 5. 过去这个牛市我们看到一个明显的趋势是有一些水平还不错的人试图进入这个行业开始创造,但感觉大家探索的方向其实都还挺集中在一些显而易见的方面的,比如数据的索引/分析,等等。现在有什么方向是大家还没看到有人给出解决方案但是存在明显痛点的? 6. 今年下半年感觉开始没有什么新东西了,反而是之前2020年开始大家就在提的一些对于行业发展十分重要的东西,到了两年后的今天可能看到开始落地了。 7. 还有一个我观察到的趋势就是,虽然互操作性和可组合性是Web3 行业很重要的一部分,然而越来越多的自己带有流量的团队都还是选择自己做自己需要的东西。这个趋势会延续吗? 8. 产品是否全上链重要吗?什么该上链? Reference: 《伍拾壹说》 EP.47 [CN] - Bowen & Harry: 一场隔离期间的Web3 吹水 / A Chit Chat Conversation about Web3 during the Quarantine Simplecast: https://51-with-mable-jiang-presented-by-multicoin-capital.simplecast.com/episodes/ep47-cn-bowen-harry-web3 Apple Podcast: https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000545531678 Spotify: https://open.spotify.com/episode/722INyYLkOEHa3jpTpfR9I?si=tFHA4C0ZTaG-tcK2bIapTw Xiaoyuzhou 小宇宙: https://www.xiaoyuzhoufm.com/episode/61c0adea874a732463bf73a1?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9 即刻:国贸大宝子 Twitter:@Bowenddex / @harryzhanghz 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

74分钟
1k+
2年前

Ep.18 [EN]: Jay Jog: Building Sei Network, a Sector-specific L1 that optimizes for on-chain orderbook

HODLong 后浪

Show notes: Core team members' background and why did they start Sei Labs The purpose of Sei Network Sei's optimization done for the on-chain orderbook About front-running prevention and MEV opportunities User experience on Sei that optimized for trading on chain Comparing the order matching engine with Serum Cross-chain bridging The roadblocks for on-chain orderbook DEXs to get mass adoption How can someone build with Sei and apply for the ecosystem fund today 推特: @SeiNetwork / @jayendra_jog 网站: linktr.ee/seinetwork 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 Twitter: @SeiNetwork / @jayendra_jog Website: linktr.ee/seinetwork Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. Relevant Links: Whitepaper: https://docs.seinetwork.io/introduction/overview Apply for Sei Ecosystem Fund: https://y8e47wadwqp.typeform.com/to/Ia7t8DxY If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

31分钟
99+
2年前

Ep.17 [CN]: Jerry & Yawn:从STEPN到MOOAR搭建FSL生态的心路历程

HODLong 后浪

节目概要: 时隔一年发布新产品的心态 什么时候真正开始觉得有机会做更多的探索,而不是只做一个App STEPN 的历史阶段与该产品在FSL生态里的定位 做 MOOAR 的出发点:为什么要做一个 NFT 市场?看到了什么样的机会? MOOAR 产品设计背后的一些思路:对未来行业的发展预期?如何服务好创作者与用户? 这一年做得最对的是什么,什么东西没做好 关于团队组织架构的思考 谈做一个Web3项目所和互联网创业的不同 希望吸引什么样的团队合作? 向 Launchpad 提交项目请移步:https://mooar.com/creation MOOAR Lite Paper:https://mooar.com/paper 更多疑问敬请发送邮件至 [email protected] 伍拾壹说 EP.50 [CN] - Yawn, Jerry & Jason: Move2Earn 应用 StepN 的爆款之路 / the Move2Earn Application StepN's Path towards Mass Adoption Simplecast: https://51-with-mable-jiang-presented-by-multicoin-capital.simplecast.com/episodes/ep50-cn-stepn Apple Podcast: https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000548554461 Spotify: https://open.spotify.com/episode/71qOWrXGOeSqH4qjXJGo9C?si=uMjbtixBShKvY9LIiHxoKw Xiaoyuzhou 小宇宙: https://www.xiaoyuzhoufm.com/episode/61ea5376cdb3199f9a9cb092?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9 推特: @mooarofficial / @fslweb3 网站: www.mooar.com / www.findsatoshilab.com 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 Twitter: @mooarofficial / @fslweb3 Website: www.mooar.com / www.findsatoshilab.com Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

70分钟
1k+
3年前

Ep.16 [EN]: NFT royalty fee discussion individually with Tom Schmidt, TP, and Luiz Ramalho

HODLong 后浪

In this episode I chatted individually with the following three guests: Tom Schmidt, GP at Dragonfly Capital, a renown crypto investment firm TP, founder of NFT Marketplace x2y2 Luiz Ramalho, co-founder of Fingerprints DAO, a collecting DAO With each of these guests I asked them questions around: NFT marketplace fee compression, royalty fee and creators' alternative monetization routes, the longer term competitive landscape for the NFT marketplaces. You can hear each section at the following time mark: Tom Schmidt: 0:54 TP: 24:00 Luiz Ramalho: 45:29 Twitter: @tomhschmidt / @tp_x2y2 / @dgntec Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 推特: @tomhschmidt / @tp_x2y2 / @dgntec 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。 If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品,欢迎打赏ETH/SOL/BTC: ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明:Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息,不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

68分钟
99+
3年前
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