In this episode, Allen sat down with us to talk about the inspiration of Beta Finance - why he built the protocol, and the users of the protocol. He walked our audience through the user experience of Beta Finance. Allen also pointed out the distinction of Beta Finance from some other short-selling tools and other single-vault lending products. We also spent a bit of time on the value accrual of Beta token as well as the value created for the Alpha Finance ecosystem. Allen specifically talked about his experience going through the Alpha Launchpad program, and shared the tips for other devs to apply for the program. Twitter: @beta_finance / @_allenjl For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在这一集中,Allen 与我们坐下来谈论他创始 Beta Finance 的灵感,以及协议的用户。他向我们的听众介绍了 Beta Finance 的用户体验。另外 Allen 还解释了了 Beta Finance 与市场上其他一些做空工具和其他单一金库借贷产品的区别。 我们还花了一些时间研究 Beta 通证的价值捕获以及为 Alpha Finance 生态系统创造的价值。 Allen 特别讲述了他参与 Alpha Launchpad 计划的经历,并分享了给其他开发者申请该计划的建议。 推特: @beta_finance / @_allenjl 更多信息,请移步官网https://multicoin.capital/zh 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,并不代表Multicoin Capital官方的观点。此播客仅用于提供信息,不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。
这一集是三个朋友关于去中心化治理的闲聊。 我们谈到了权力分配/代表的程度,效率和民主之间的平衡。我们还讨论了现有实践中治理崩溃的可能性。最后,我们讨论了一些现有产品进入去中心化社交应用程序的潜力。 谈话有很多有趣的点,有机会一定要收听! 推特: @MapleLeafCap / @QwQiao 更多信息,请移步官网https://multicoin.capital/zh 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,并不代表Multicoin Capital官方的观点。此播客仅用于提供信息,不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 This episode is a casual chat among three friends about decentralized governance. We talked about the degree of power division / representation, the balance between efficiency and democracy. We also chatted about the possibilities of governance breakdown in the existing practices. At the end, we talked about the potential of a few existing products going into a decentralized social app. The conversation was an absolutely BLAST. A lot of interesting points. You should definitely tune in! Twitter: @MapleLeafCap / @QwQiao For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.
在这一集中,我们首先讨论了 The Graph 和 StreamingFast 的作用——我们回顾了他们自成立以来的组织历史。 Iris 在不同的角色如何在 The Graph 网络中相互协作这一点上展开。Anthony 特别解释了 StreamingFast 如何帮助 The Graph 在 PancakeSwap 上有效规模化。 我们还讨论了他们每个人如何认为 The Graph / StreamingFast 可以帮助 Web 3.0 世界的进步。还有一个有趣的亮点是我们关于去中心化世界中的收购以及治理如何运作的对话。 网站: https://thegraph.com / https://streamingfast.io/ 推特: @graphprotocol / @streamingfastio 更多信息,请移步官网https://multicoin.capital/zh 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,并不代表Multicoin Capital官方的观点。此播客仅用于提供信息,不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 In this episode we first talked about what the Graph and StreamingFast do - we reviewed their organization history since inception. Iris expanded on how the different players / roles work with each other in the Graph network. Anthony specifically explained how StreamingFast helped the Graph with scaling on PancakeSwap. We also discussed how each of them thought the Graph / StreamingFast could help with the progress of Web 3.0. An interesting highlight here is our conversation about the acquisition in the decentralized world, and how the governance would work. Website: https://thegraph.com / https://streamingfast.io/ Twitter: @graphprotocol / @streamingfastio For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.
In this episode, Alex shared with us about Nansen's three major value proposition for the users and its intentional choice of running a SAAS for on-chain data analytics service (instead of with a decentralized network). In light of the recent funding round, we talked about Nansen's business prioritization in the next few months, including the blockchain integration and data tags addition. We also had a nice discussion about the existing building blocks / primitives of DAO infrastructure and how different pieces could tie together to serve the protocol DAOs. Website: nansen.ai Twitter: @ASvanevik For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在这一集中,Alex 与我们分享了 Nansen 为用户提供的三个主要价值以及它有意选择以企业服务(SAAS)的方式提供链上数据分析服务(而不是以去中心化网络的方式)。基于Nansen 近期公布的融资信息,我们也讨论了接下来的几个月Nansen的业务优先级,包括区块链集成和数据标签添加。 我们还对 DAO 基础设施的现有构建模块,以及不同的部分如何结合在一起为协议 DAO 提供服务,进行了很有意思的讨论。 网站: nansen.ai 推特: @ASvanevik 更多信息,请移步官网https://multicoin.capital/zh 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,并不代表Multicoin Capital官方的观点。此播客仅用于提供信息,不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。
我们从回顾 Perp v1 的工作原理以及设计的优缺点开始这一集。接着我们开始讨论 Perp 团队在发布 v2 之前所做的其他一些工作。 然后我们讨论了 Perp v2 的细节,包括该协议如何利用现有的 Uniswap v3 设计以及引入更复杂的“做市商(即流动性提供者)”的演变角色。我们也触及了预言机和无准入开设市场的议题。然后进入了PERP通证经济学和去中心化协议治理权的探讨——用更为形而上的讨论完美做结。 这一集深入聊到了v2设计的一些核心点,里面的讨论是我非常享受的。希望你也喜欢! 推特: @Perpprotocol 永续协议网站:https://www.perp.fi/ 更多信息,请移步官网https://multicoin.capital/zh 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,并不代表Multicoin Capital官方的观点。此播客仅用于提供信息,不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 We started this episode with reviewing how Perp v1 worked, and the pros and cons of the design. We then head into discussing some other effort that the Perp team made before publishing v2. We then talked about the details of Perp v2, including how the protocol leverages the existing Uniswap v3 design and the evolved role of the more sophisticated "makers (i.e. liquidity providers)". We also touched upon the discussion of the oracle and the permissionless market creation. The discussion then went onto the tokenomics and decentralized protocols' governance rights - which perfectly concluded the discussion more metaphysically. This episode really went into the bread and butter of the design and I truly enjoyed the discussion. Hope you do too! Twitter: @Perpprotocol Perpetual Protocol's Website: https://www.perp.fi/ For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.
Qiao早期在 Messari 负责产品,并于去年与 Imran 和 Jacob 共同创立了 DeFi Alliance。今天我们讨论了他参与 Messari 和 DeFi Alliance 时的观察,并讨论了他对 加密领域的数据服务和DeFi 创业团队的一些看法。 我们还谈到了“超级周期(Supercycle)”的概念。最有趣的是,我们聊了他最近读的一本书——《三体》,并讨论了太空探索和元宇宙之间的关系。 推特: @QwQiao DeFi Alliance 网站: https://defialliance.co/ 更多信息,请移步官网https://multicoin.capital/zh 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,并不代表Multicoin Capital官方的观点。此播客仅用于提供信息,不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 Qiao led the effort of product at Messari in the early days, and founded DeFi Alliance last year with Imran and Jacob. Today we talked about his observations at Messari and DeFi Alliance, and discussed some of his takeaways about the crypto data services and builders in the DeFi space. We also touched upon the concept of "Supercyle". Most interestingly, we chatted about a reading that he recently did - the Three Body Problem, and discussed the relationship between the space odyssey and metaverse. Twitter: @QwQiao DeFi Alliance Website: https://defialliance.co/ For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.
Alpha Finance Lab started its exploration as a DeFi problem solving hub by delivering products that capture unaddressed demand in an innovative and user friendly way. Two days ago, Alpha Finance Lab announced the launch of Alpha Launchpad, formally starting the first incubator program in DeFi created by builders to help other builders launch and grow. Tascha in this episode reviewed with us the journey that the team went through since Alpha Finance Lab launched in 2020. A primary focus of our conversation was on how Alpha Launchpad incubator program will bring tremendous growth to Alpha Finance Lab, developers & builders in the space, and the overall DeFi product ecosystem. We went through a couple topics, including the value accrual to the ALPHA token, as well as the potential support to the developers who participate in the Launchpad. If you are building something cool and looking for some systematic support, you should give this episode a listen! Website: https://alphafinance.io/ Twitter: @AlphaFinanceLab For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. Alpha Finance Lab 最初在DeFi的探索是通过捕捉未满足的需求提供创新和用户友好的的DeFi产品开始的。前两天,Alpha Finance Lab宣布启动Alpha Launchpad,正式启动了DeFi中第一个由建设者创建的孵化器计划,以帮助其他建设者启动和成长。 本集中 Tascha 与我们一起回顾了自 Alpha Finance Lab 于 2020 年启动以来该团队所经历的旅程。我们谈话的主要聚焦在 Alpha Launchpad 孵化器计划将如何为 Alpha Finance Lab、该领域的开发建设者,以及整个 DeFi 产品生态系统带来巨大的增长。我们讨论了几个主题,包括 Alpha Launchpad 将如何赋能 ALPHA 代币,以及能对参与 Launchpad 的开发者们提供的支持。 如果你正在构建一些很酷的东西并寻求系统性的支持,你应该听听这一集! 网站: https://alphafinance.io/ 推特: @AlphaFinanceLab 更多信息,请移步官网https://multicoin.capital/zh 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,并不代表Multicoin Capital官方的观点。此播客仅用于提供信息,不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。
In light of the upcoming mainnet launch of Pendle Finance, TN sat down with me to discuss how Pendle Finance worked, and why the market would need interest rate derivatives product like Pendle. He covered his view of the trending direction in the DeFi space, and how Pendle's long term vision fits into that. TN also shared with us his take-away as a serial entrepreneur, and his favorite crypto writer. He provided some truthful advice to the new DeFi founders - hope they are helpful to some of the listeners! Twitter: @pendle_fi Website: https://pendle.finance/ For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 鉴于Pendle Finance 的主网即将上线,TN 与我坐下来讨论 Pendle Finance 是如何运作的,以及为什么市场需要像 Pendle 这样的利率衍生产品。他谈到了他对 DeFi 领域趋势方向的看法,以及 Pendle 的长期愿景如何与这些趋势相关。 TN 还与我们分享了他作为连续创业者的一些思考,以及他最喜欢的加密领域写作者。他为新的 DeFi 创始人提供了一些诚恳的建议 —— 希望对一些听众有所帮助! 推特: @pendle_fi 网站: https://pendle.finance/ 更多信息,请移步官网https://multicoin.capital/zh 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,并不代表Multicoin Capital官方的观点。此播客仅用于提供信息,不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。
刘杰是MCDEX的创始人。在过去的一年中,MCDEX一直在探索去中心化永续合约领域,并将团队探索中的心得应用到MCDEX的迭代中。在本集中,我们讨论了这些迭代的细节以及设计空间中的有意取舍。 MCDEX已经花费了相当多的时间来研究以太坊上所有可用的第2层选项——在这里可以听听在DeFi建设者的视角下对二层网络的选择。我们还讨论了中国团队在搭建Web3应用方面的优劣势,以及在DeFi未来的一些机会。 推特:@LiuJie1985 / @MonteCarloDEX MCDEX网站:https://mcdex.io/ 更多信息,请移步官网https://multicoin.capital/zh 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,并不代表Multicoin Capital官方的观点。此播客仅用于提供信息,不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 Jie Liu is the founder of MCDEX. During the past year, MCDEX has been exploring the space of decentralized Bitmex, and applied its take-aways in the evolution of MCDEX. In this episode we chatted about the details of these iterations and the intentional trade-offs in the design space. MCDEX has spent quite some time in reviewing all the available Layer 2 options on Ethereum - it's interesting to hear the perspective of a DeFi builder in the team's choice. We also chatted about the edges and disadvantages of Chinese teams in building Web3 applications, and some of the opportunities further down the road in DeFi. Twitter:@LiuJie1985 / @MonteCarloDEX MCDEX Website:https://mcdex.io/ For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.
这个有趣的聊天发生在一个特殊的日子(2021年5月19日),当天的市场并不像这个聊天本身那样冷静,而我想这很好地提醒了我们到底是为什么选择长期在这个行业里。 我们讨论了如何考虑市场规模以及匹马相信的长期趋势。聊天中涉及了几个类别定义项目,以及匹马对于这些项目的投资主题,例如Dfinity,Polkadot和Uniswap。 偶尔进行一次线下节目总是很有趣的! 推特: @LeePima 微博:匹马黑貂裘Continue 肯定牛资本网站: https://continue.capital/ 更多信息,请移步官网https://multicoin.capital/zh 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,并不代表Multicoin Capital官方的观点。此播客仅用于提供信息,不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 It is particularly meaningful that this interesting chat happened on a special day (May 19, 2021) where the market wasn't as cool as the chat itself, as it is a good reminder of why we are in this for the long term. We talked about market sizing and the long term trends that Pima believed in. The chat touched upon a few category-defining projects, and Pima's theses for these projects, such as Dfinity, Polkadot, and Uniswap. It was always fun to do an offline episode once in a while! Twitter: @LeePima Weibo:匹马黑貂裘Continue Continue Capital's Website: https://continue.capital/ For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.
挖矿是一个加密货币行业中通常被公众所忽视的赛道。但是,由于传统投资者能够根据第一性原理理解挖矿的运作原理,因此它也很容易获得机构资金。今天,我与一个在挖矿中利用金融工具进行风险对冲的新一代矿工David坐下来聊了聊。他谈到了该行业在过去几年中的发展情况,以及新资金(机构和散户)如何考虑采矿。这一集充满干货,不容错过。 更多信息,请移步官网https://multicoin.capital/zh 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,并不代表Multicoin Capital官方的观点。此播客仅用于提供信息,不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 Mining is an industry in crypto that is often neglected by public attention. Yet, it easily captures institutional money as the traditional investors are able to grasp how mining works based on the first principle. Today I sat down with David, a new-gen miner that take advantage of financial instruments during the mining process for risk hedging. He talked about how the industry evolved in the past few years, and how the new money (both institutional and retail) is thinking about mining. This episode is full of insights that you don't want to miss. For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.
Ben and Jae have been in the space for a while and both had immense experience prior to initiating the idea of JennyDAO. Today we are excited to have them sit down with us to share their view about the space of NFT fractionalization. We started the discussion with what JennyDAO is, and why they chose to build on Unicly. We continued on comparing all the other options of fractionalization protocols on the market, and how they differ from each other. We went into details to discuss about the idea of "Patronage as an asset class", and how curators get rewarded in the space. We ended the discussion with them sharing their long term vision for the NFT space. There was also a special guest joined in the middle of the podcast - listen in and find out more! “Patronage as an asset class": https://blog.simondlr.com/posts/patronage-as-an-asset-class This Artwork is Always on Sale: https://thisartworkisalwaysonsale.com/ Twitter: @JennyMetaverse Website: https://jennynft.io/ For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. Ben和Jae在这个行业有相当一段时间了,在提出JennyDAO的想法之前,他们都有着丰富的经验。今天,我们很高兴让他们与我们坐下来分享他们对NFT碎片化协议的看法。 我们从JennyDAO是什么,以及他们为什么选择在Unicly上搭建开始讨论。我们比较了市场上所有其他的碎片化协议选项,以及每一种协议之间的区别。我们详细讨论了“赞助人作为一种资产类别”的概念,和资产组合策划人(curator)获得策划奖励的问题。在最后,他们分享了他们对NFT赛道的长期愿景。在播客的中间还有一位神秘嘉宾加入,可以听听看。 “Patronage as an asset class": https://blog.simondlr.com/posts/patronage-as-an-asset-class This Artwork is Always on Sale: https://thisartworkisalwaysonsale.com/ 推特: @JennyMetaverse 网站: https://jennynft.io/
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