在此集中，Pxstar与我们分享了他为什么创办Blockbeats，以及他对Blockbeats的定位。我们花了一些时间讨论泛金融化的全球趋势（即万事万物金融化）以及他对这种现象的看法。我们还讨论了中心化管理相比与去中心化组织的治理。最后，他对媒体在本行业的发展趋势提出了自己的看法。 我一直很喜欢与Pxstar的长谈，能获得很多启发。希望你也喜欢。 （注：律动正在招人！） 推特: @BlockBeatsChina 微博： @区块律动BlockBeats 网站：www.theblockbeats.com 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, Pxstar shared with us why he started Blockbeats, and what he envisioned Blockbeats to be. We spent some time to talk about the global trend of pan-financialization (i.e. everything becomes financial) and his view on such phenomena. We also talked about the centralized management versus DAO governance. At the end, he pointed out his view on the development trend of media in this industry. I always enjoy my long conversation with Pxstar. A lot of inspirations. Hope you do too. (p.s.: Blockbeats is hiring!) Twitter: @BlockBeatsChina Weibo：@区块律动BlockBeats Website: www.theblockbeats.com 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，Wayne分享了他在本行业运营一家研究机构的思考和愿景。他对“板块轮动”背后的力量和我们今天行业所处的发展阶段发表了看法。 Wayne还讨论了TokenInsight的研究人员如何评估不同的公链生态系统、去中心化金融和中心化交易所。 您还将听到Wayne分享他个人较为喜爱的项目，以及一些值得关注的研究机构写的文章和报告。 推特: @TokenInsight 微博： @TokenInsight 网站：www.tokeninsight.com 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, Wayne talked about his vision on running a research firm in the industry. He shared his view on the force behind the "sector rotation" and the development phase that we are at today. Wayne also discussed specifically on how the researchers at TokenInsight evaluate different layer 1 ecosystems, DeFi and centralized exchanges. You'll also hear Wayne's personal picks on some of the projects he likes. At the end, Wayne recommended out a few institutions of which the research and writings are worthwhile following. Twitter: @TokenInsight Weibo：@TokenInsight Website: www.tokeninsight.com 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.

在本集中，宿冶首先讨论了BlockArk最近关注的领域。然后，他展开了BlockArk关于我们目前处于长期牛市中的观点。他从外部刺激（政策、宏观经济条件等）和当前技术发展阶段的角度解释了他们的观点。最后，我们还能听到他对加密世界有趣的一些预测。 推特: @Block_Ark 微博： @BlockArk区块方舟 网站：blockark.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。 In this episode, Allen Su first discussed the sectors BlockArk is recently excited about. He then went into unpacking BlockArk's view that we are currently in a long term bull market. He explained their thesis from the angle of the external stimulus (policy, macroeconomic environment, etc.,) and the current phase of the technology advancement. At the end, it was fun to hear some of his prediction about the crypto space. Twitter: @Block_Ark Weibo：@BlockArk区块方舟 Website: blockark.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.

在本集中，DT向我们介绍了为什么他认为混合共识（POS+POW）是更理想的方法。 DT谈到了比特币（及其社区）中的一些问题，以及Decred团队试图解决这些问题的方法。他还谈到了Decred如何尝试通过POS参与，为Decred社区吸引更多积极的贡献者。 这次谈话充分解释了什么是Decred核心贡献者所相信的“集体智慧”。它指出了一种更自然的社区增长方法，一种与如今更为常见的（或者说许多智能合约平台采用的社区增长方法）完全不同的方式。 推特: @decredproject（英文社区）、@DecredCN（中文社区） 微博：@DecredProject 网站：https://decred.org/ 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, DT walked us through why he considered the hybrid consensus is the more ideal approach. Specifically, DT talked about some of the problems in Bitcoin (and its community) and how the Decred team attempted to solve them. He also touched upon how Decred tried to attract more active contribution to the Decred community via the POS participation. This conversation elaborates a lot about what the Decred core contributors believe to be the "collective wisdom". It points out a more natural approach of community growth, one that is quite different from what we are used to (or the approach that many smart contract platforms adopt) these days. Twitter: @decredproject（English）、@DecredCN（Chinese） Weibo：@DecredProject Website：https://decred.org/ 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.

自从参与以太坊的公募以来，杨民道在他的加密通证投资职业生涯中已经做了许多成功的投资。他积累了许多关于“什么能带来成功的加密项目”的见解。 凭借在传统金融行业的丰富经验，杨民道建构了他关于DeFi架构的世界观。在本集播客中，他特别分享了他对金融的理解是如何指导dForce的路线图的，以及dForce如何持续致力于提高不同DeFi协议之间的扩展性和资本效率。 您还将听到民道关于加密货币投资的一些观点，其中一些是基于第一性原理的有趣观点。 推特: @mindaoyang 网站：https://dforce.network 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。 Mindao, since his participation in the public sales of Ethereum, has done many successful investment during his crypto investment career. He has accumulated a lot of insights about "what leads to a successful crypto project". With his profound experience in traditional finance industry, Mindao constructed his world view about the architecture of DeFi. In this episode he specifically shared how his understanding of finance guided the roadmap of dForce, and how dForce continuously aims to improve the scalability and capital efficiency across different DeFi protocols. You'll also be hearing some of Mindao's view on crypto investments, some of which are interesting views based on first principles. Twitter: @mindaoyang Website：https://dforce.network 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.

我们以Vincent玩加密猫的亲身经历展开了这一集的探讨，并回顾了DApp和NFT在2018年和2019年的发展。我们谈到了一些明星项目，以及为什么迄今为止其中一项目取得了一定成功。 紧接着我们讨论了NFT所代表的价值——许多人对这个问题感到好奇，以及NFT平台/市场的潜在发展。然后，我们探讨了这些日子一些人群购买社交通证或背后有NFT价值支撑的通证背后的心理。最后，Vincent对我们的未来给出了一些非常有趣的预测。如果您想知道它们是什么，您完全应当收听这一集！ 推特: @dapp_review Medium：@vincentniu 微信公众号：dappreview 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 kicked off this episode with Vincent's personal experience of playing cryptokitties, and reviewed the development of DApps and NFTs in 2018 and 2019. We talked about a few star projects, and why some of them were successful up till today. We then chatted about the value the NFT represents - a question many people are curious about, followed by the discussion of the potential evolvement NFT platforms / marketplaces. We then switched gears to probe the psychology behind certain people buying social tokens / or NFT-backed tokens these days. At the end, Vincent gave some very interesting predictions about our future. If you want to know what they are, you should totally tune in! Twitter: @dapp_review Medium：@vincentniu Wechat Official Account：dappreview 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.

枫叶资本是Twitter上的一个匿名帐户。该帐户经常提出有关Web 3.0和去中心化金融的有趣观点和全面研究。在许多早期项目中，枫叶资本还扮演着种子投资人和社区思想领袖的角色。 今天，我们坐下来谈论许多有趣的话题，包括他的Web 3.0研究论文中的价值网络概念、一些他有较强观点的项目、关于加密投资与传统投资的比较以及加密投资者的作用、以及社会组织和信息价值存储的潜在范式转移。 一如既往，我非常享受我们的谈话。大家也来听听，希望你们喜欢！ 推特: @MapleLeafCap 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。 Maple Leaf Capital is a pseudo-anonymous account on Twitter. The account often presents interesting views and comprehensive research on Web 3.0 and decentralized finance. In many early stage projects, Maple Leaf Capital also plays a crucial role as a seed investor and community thought leader. Today we sat down to talk about a bunch of interesting topics, including the concept of valuenet in his Web 3.0 research paper, the projects that he has developed strong thesis about, the comparison of crypto investment versus traditional investment and the role of crypto investors, and the potential paradigm shift of social organizations and information value storage. I truly enjoyed our conversation, as I always did. Tune in and hope you all do as well! Twitter: @MapleLeafCap 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.

今天，我与Binance投资副总裁Ling Zhang一起讨论了Binance在过去12个月中所做的工作。 介绍了她的背景后，Ling带领我们了解了币安的历史以及不同产品随时间演变的方式。然后，她谈到了币安在过去一年中主要的合并和收购以及一些投资。她还为听众解释了他们围绕币安智能链的策略。最后，我们讨论了他们最近宣布的一项投资。 快来听听！ 推特: @lingzh1220 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。 Today I sat down with Ling Zhang, the Vice President of Binance Investment, to talk about the work Binance had been doing over the past 12 months. After introducing her background, Ling walked us through the history of Binance, and how different products evolved over time. Then she talked about the major mergers and acquisitions, as well as some investment they made in the past year. She also broken down their strategy around Binance Smart Chain for our listeners. Towards the end, we discussed an investment that they recently announced. Come and listen in! Twitter: @lingzh1220 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.

Spartan Group is an Asia-based leading crypto investment firm. In light of the launch of Spartan Group's new DeFi VC fund, Jason Choi, GP at Spartan Group, joined this episode and shared with us the history, mission and vision of Spartan Group. Jason further explained some of Spartan's investment selection process and criteria, and why they were bullish on some of their portfolio, including Alpha, Synthetix, and Sushi. Later in the episode, he discussed his view in multi-chain DeFi, as well as the "next big things" - the other upcoming necessary building blocks - in DeFi. Twitter: @mrjasonchoi Spartan Group Website: http://spartangroup.io/ Blockcrunch Podcast's Twitter: @theBlockcrunch 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. Spartan Group是一家亚洲领先的虚拟资产投资公司。鉴于Spartan Group的新DeFi VC基金的成立，Spartan Group的合伙人 Jason Choi 参与了这一期节目的录制，与我们分享了Spartan Group的历史，使命和愿景。 Jason进一步解释了Spartan的一些投资选择过程和标准，以及为什么他们看好他们的某些投资组合，包括Alpha，Synthetix和Sushi。在本集的稍后部分，他讨论了他在多链DeFi中的观点以及DeFi中的“下一个重要里程碑”- DeFi中未来的其他必要构建基块。 推特: @mrjasonchoi Spartan Group 网站: http://spartangroup.io/ Blockcrunch 播客推特账户: @theBlockcrunch 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。

这是我在农历牛年录制的第一集播客。 在这一集中，我与翰文和John聊了聊他们对Cosmos和Polkadot生态系统的看法，以及他们认为对于开发人员选择生态系统较为重要的因素。此外，我们还讨论了Litentry在他们心目中的意义，以及做开发者和带领团队角色之间体验的不同。 最后，出于好奇，我还问了他们一个问题：他们会选择长期居住和工作在哪个城市。听听这一集，自己找出答案吧！ 关于 Litentry: Litentry是基于多网络的去中心化身份聚合协议，拥有去中心化身份（DID）索引机制和基于Substrate的信用计算网络。Litentry的目标是帮助去中心化身份聚合、验证和信用计算。 网址: https://www.litentry.com/ 推特: https://twitter.com/litentry 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 is the first episode I recorded in Lunar New Year of Ox. In this episode, I chatted with Hanwen and John about how they think of Cosmos versus Polkadot ecosystem, and what they think is important for developers to choose an ecosystem over another. We also discussed what Litentry means to each of them, and what the differences are to be a developer versus a team leader. Out of curiosity, I also asked them the question that which city they would choose to live and work for the long term. Listen to this episode and find out the answers yourself! About Litentry: Litentry is a Decentralized Identity Aggregation protocol across multiple networks, featuring a DID indexing mechanism and a Substrate-based credit computation network. The protocol provides a decentralized, interoperable identity aggregation service that mitigates the difficulty of resolving agnostic DID mechanisms. Website: https://www.litentry.com/ Twitter: https://twitter.com/litentry 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.

大麦老师是真本聪社区的联合创始人之一。我们成为朋友已有一段时间了，常常喜欢交换看法并相互挑战彼此的观点。今天，我录下了这一集播客，就像我们平时聊天一样。 我们当然谈论了我们最喜欢的项目之一，Thorchain（雷神链）。 大麦老师还表达了他对项目和去中心化网络持有的相对纯粹主义者/理想主义者的观点。我在此对于细节不加赘述，希望听众们可以有机会自己听一听这一期。 希望您喜欢这一集！ 网址：https://realsatoshi.net/ 微信公众号：真本聪RealSatoshi 推特: @BiggerDump 微博：@区块链大麦 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。 Damai is one of the co-founders of the RealSatoshi Community. We have been friends for some time now, and always like to exchange thoughts on things and challenge each other. Today, I recorded this episode just as how we chatted usually. We of course talked about one of our mutually favorite projects, Thorchain. Damai also shed some light on his purist / idealist view on projects and decentralized networks. I would like to let our audience listen to this episode without describing too much detail here. Hope you enjoy the episode! Website：https://realsatoshi.net/ WeChat Official Account：真本聪RealSatoshi Twitter: @BiggerDump Weibo: ：@区块链大麦 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.

近日，NGC董事总经理蔡彦（缺氧老师）发表了《DeFi 估值之差异：叙事和数据哪个更重要？》一文。里面提出了将叙事和数据作为横轴纵轴，区分项目市值跃升的过程的思维框架（详见下文链接中图示）。我们将一些实例，例如MPH88，SUSHI和ALPHA，放在该框架中进行了探讨。我们还谈到了最近的COVER事件（COVER是缺氧老师做了比较深入研究的一个保险项目）。 除此之外，缺氧老师分享了一些她喜欢在评估和项目时看待的指标，并解释了她自己的投资策略和风格。总的来说这期播客非常有趣，我很享受这个聊天！ NGC 网站: https://www.ngc.fund/https://www.ngc.fund/ 《探索DeFi 估值之差异：叙事和数据哪个更重要？》：https://mp.weixin.qq.com/s/dDuXufZdpkDF-U_0QIkg-A 《从保险协议Cover再思考：今天的DeFi 世界究竟需要什么》：https://mp.weixin.qq.com/s/Fubc2uREF70rhDihqzbphQ 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。 Yan Cai, Managing Director at NGC recently wrote an article about examining the growth of DeFi projects' market cap via a frame work of "narrative" and "data". We fitted a few examples, such as MPH88, SUSHI, and ALPHA, into the framework. We also talked about the recent incident of COVER, an insurance project that Yan had done a lot of research on. In addition, Yan shared a few metrics she liked to look at when evaluating and project, and explained her investment strategy and style. Over all it was a very fun chat - I enjoyed it a lot! NGC Website: https://www.ngc.fund/https://www.ngc.fund/ 《Exploring the Market Cap of DeFi Projects: Which Criteria Matters More - Narrative or Data?》：https://mp.weixin.qq.com/s/dDuXufZdpkDF-U_0QIkg-A 《On Cover Protocol: What does the DeFi world today need?》：https://mp.weixin.qq.com/s/Fubc2uREF70rhDihqzbphQ 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.