HODLong 后浪

欢迎来到HODLong 后浪。本节目由Mable Jiang主理,旨在和听众一起探索Web3 社区(项目运营者、投资人、其他生态系统参与者等),并特别关注于亚洲的Web3社区。 Welcome to HODLong 后浪. This is a podcast hosted by Mable Jiang. This show attempts to shed light on the broader Web3 community, whether that being operators, investors, or ecosystem participants of other forms, with a specific focus on the Asia-based Web3 world.

Ep.46 [CN]: Yu Hu: “注意力是基本面,叙事是Multiples”——Kaito 用LLM重塑市场参与者工作流

是什么启发 Kaito 团队从最开始的面向机构和项目,开始逐渐转向面向普通用户的?“Kaito is an AI that revolutionizes your workflow, changes how you think about this market, and provides you with the tool you need to drastically improve your decision making.” Kaito:改变工作流的工具“心智”是 Kaito 很强调的一个指标,甚至认为是增长的KPI。它由什么一些要素构成?Kaito的团队背景:算法 vs 数据最近你的推特 feed 流有大量的内容是关于meme交易的流动性和心智的,在这个新的一轮里,流动性和心智是在资产类别间怎么移动的?传统估值模型 2.0:注意力是基本面,叙事是Multiples你们决定是否给平台加一个什么样的功能,决策流程是怎样的?你一直在追踪meme占推特心智的百分比,你觉得到百分之多少是一个比较难再增长的状态?好奇你为什么在有些人认为的高点买$GOAT?Kaito 目前的挑战是什么?Website:https://kaito.ai/https://yaps.kaito.ai/onboarding/ Twitter(X):@_kaitoai / @Punk9277 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

12-22
47:11

Ep.45 [EN]: Will Robinson: Alliance DAO's mental framework and the growth flywheel

Shownotes:Brief introduction and the initial involvement in Alliance DAOThe inception of Alliance DAO and its evolutionThe recruiting structure and the sorting processThe best performing deal and the buying power momentum over the yearsHow to help founders navigate through the market full of sentiments and emotionsYC analogy; allocation of investment and resourcesWe often see many investors whining that it’s tougher for them to participate in this cycle. Will's view on this point and where the opportunities areEthereum communities versus Solana communities; deep involvement into the Solana ecosystem during the bearThe areas we still lack developers or builders to work onCrypto games: 20% developers wanting to work on 0.1% of the marketWilling to help founders to pivotTwitter: @AllianceDAO / @DangerWillRobinWebsite: https://alliance.xyz/This is the previous interview with Qiao Wang in Mandarin on 51%: https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000526807890 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

12-14
47:48

Ep.44 [CN]: Xin Yan: Sign 赋能主权个体玩更多无限游戏

这期聊得很开心,对主权个人和数字游民话题感兴趣的听友,不妨一听~本期概要:Sign 是什么Sign 的发展历程Sign 的业务,为什么拓展那些模块Sign 如何帮助数字游民更方便地生活如果更多的人开始广泛的旅行,这个世界一定会变得更美好在Country-as-a-service的潜在可能性背景下,Sign 扮演的角色和一些小国家的合作缘起、过程弱主权国家需要的基础设施赛博朋克作品中描绘的未来与我们今日的现实生活 Website:https://sign.global/https://signpass.world/ https://www.tokentable.xyz/Twitter(X):@ethsign / @realyanxin / @sign 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

11-23
55:54

Ep.43 [CN]: Dabing (Shuyao): MegaETH 单一定序器光荣重归以太坊的野望

这一期绝对不是关于MegaETH最技术导向的播客(对技术解决方案有兴趣的可以去找 Monad 和 MegaETH 联合创始人辩论的那一期),但有可能是最有温度也最真实的一期。我和Shuyao 聊了很多以太坊生态的过去和现在,以及MegaETH的未来。 本期概要:Shuyao的背景。最初是怎么了解到以太坊的?在做 MegaETH 之前的有趣经历对以太坊和对 Solana 这两个社区的真实感受?Shuyao 趣谈以太坊的出路 👀如何把 Web2 的开发者带进来?MegaETH 联合创始人的学术和工作背景MegaETH 是在大家基本上接受了以太坊二层的定序器(sequencer)可以是中心化的这一背景下出现的,你能给大家简单讲讲megaeth的设计思路取舍吗MegaETH 架构里一个很重要的设计是把节点性能分成四种、把节点工作的要求解耦的设计今时今日如此多的L2,能跑出来的出路是什么:关于精挑细选的孵化器MegaMafia希望什么样的项目在MegaETH上长出来什么是MegaETH 能帮到 MegaMafia 的项目做的,什么是帮不上的?主网的上线预期?关于发币怎么想的? Website:https://megaeth.systems/Twitter(X):@megaeth_labs 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

11-16
01:07:59

Ep.42 [CN]: Ran: Orderly 贯穿链上流动性层的愿景

本期概要:Ran的背景。做传统金融的那些年都有什么比较有意思的经历?后来是哪一年决定开始进入这个行业?契机是什么 现在Kronos的发展情况、团队规模。后来为什么做了Woo Trade,然后到现在的Orderly?Kronos自己作为流动性参与方,觉得在2020-2022年这个周期阻碍更机构化的大钱进入defi最大的瓶颈是什么?这个周期有好转吗? Orderly 的入口和流量;Orderly上面接的L1 和 L2 的交易量格局变化会觉得跨链流动性是个阶段性命题么?从这个周期开始,大家开始有一个展望,觉得未来合规交易所 / 一些在野的交易所 / 链上订单簿交易所会三分天下。作为Orderly创始人,未来会展望什么样的格局变化? Orderly 未来如何计划构建和完善其生态系统Website:https://link3.to/orderlynetwork_Twitter (X): @OrderlyNetwork  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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

08-17
43:40

Ep.41 [CN]: Harry: Web3 数据凭证网络到链抽象 —— Galxe 到 Gravity 的大G之路

本期概要:今天在奥斯汀的Consensus大会,你们发布了自己的品牌升级和新项目——一个叫Gravity的一层网络。之前你们也把通证从GAL改名为G。你们现在的品牌下产品的定位?什么契机让你们想要做链抽象;用人话解释一下什么是链抽象?为什么决定要做自己的一层网络?Gravity 对于初期增长是怎么考虑的?两年前,你们当时还不叫Galxe而是叫Project Galaxy,那个时候你们更多的是定位自己是一个数据凭证的协议。你们现在的app有哪些?关于类Galxe的数据服务,我一直有个感受是这类项目现在已经是非常大宗商品化或者同质化了。它本质上是一个心智游戏。当你没有成为品类第一占领用户绝对心智之前,你是没有什么护城河的。很多后起的竞品当时开始做和你们一样的事情但是服务的更好,你们已经起规模了因此不能再做以前那样精品服务的事情了。那么这一年多以来你是怎么样让Galxe 逐渐拉开差距,成为用户心智里的绝对第一的呢?有基金在早期评估的时候也会说觉得你们做的这个是个好生意,但不是可以规模化的,另一种声音是说觉得你们给各个项目方做交互活动的这个生意本身可能是昙花一现的、难以持续。这些评论你怎么看?你觉得当时21年创业的你,有想过会走到今天这样的规模么?是什么驱使着你不断进步和往上走?三年来你对这个行业有什么崭新的认知?任何你改变看法了的东西。Website:https://www.galxe.com/ https://gravity.xyz/Twitter(X):@Galxe /  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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

05-29
54:23

Ep.40 [EN]: Cindy & David: the Driftooors building the future of finance on Solana

Similar to how I feel about Magic Eden, it's very inspiring to see how well Drift Protocol is doing today after all the thick and thins. In light of the $DRIFT TGE, I did this podcast with Cindy and David. Shownotes:How was these 3 years of building? How does it feel having been through the whole bull and bear and bull again?What was the toughest time for you during these years? How did you power through it?How did that challenging experience impact and lead to the design of v2? How was v2 different from v1?In Drift V2, can you define the participants of the ecosystem into a few categories?Why did you decide to offer spot trading and swap with leverage? You also introduced the money market protocol and allow people to stake in the Insurance Fund.How’s the market making experience like on Drift? Can a retail participate in the MM?How to understand protocol owned holdings on your dashboard? Where did they come from?What exactly happens when there are more unsettled PnL to be withdrawn than what’s available in the pool?How do you pick which assets to start a market?What does your demographic look like, if you know.How did Solana congestion impact your performance? What did you do to try to optimize the experience for the users?Can you talk about the $DRIFT token distribution for the users? What’s the thinking behind not considering trading volume and points accumulated in the distribution terms?What’s on the roadmap for the next 6 months? Have you thought about a mobile app?Twitter: @DriftProtocol / @cindyleowtt / @davijluWebsite: https://www.drift.trade/Previous Episode 53 on 51% with Mable Jiang, Presented by Multicoin Capital: https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000552004707https://open.spotify.com/episode/1xe3CApB1GBlnGAeXJCP8a?si=FFhZRjdyTGuGDRrUFOZRRwhttps://www.xiaoyuzhoufm.com/episode/62163ea766ab6f1364079a9a  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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

05-17
46:05

Ep.39 [EN]: Zedd: Unpacking the long march of Magic Eden towards the market winner

I was friend with Zedd (who I know by Zhuoxun) for many years - we joined the space at the same time. I think we met the first week Zedd working at dydx. It's very encouraging to see how well Magic Eden is doing today, and impressed by all the efforts, regardless whether successful or unsuccessful they are, the team had made over the past 3 years, through the thick and thin. Shownotes:Magic Eden’s journey since the inception in 2021What made you want to explore ecosystems outside of Solana?What was the experience building in Polygon and Ethereum space? Was it different from engaging the crowds in Solana?Gamification with trading rewards and the emphasis on users / revenue over volumeYour efforts in gaming. How do you view the effort on that front? Any learning / inspiration from that effort?How did you start in the Bitcoin ecosystem?A quick download of the difference amongst all kinds of NFTs in the Bitcoin ecosystem.The Magic Eden Wallet and the cross ecosystem pollination.The success in the Bitcoin ecosystem was almost a king maker for Magic Eden. What did you do as a company to further lean in that success?You guys did very well in terms of growing the community in different ecosystems (Solana, Polygon, Bitcoin) that you’re in. What did Magic Eden do right?How did the demographic of users of Magic Eden change over the years?Twitter: @MagicEden / @ZhuoxunYinWebsite: https://magiceden.io/Previous Episode 5 with Zedd on HODLong: Apple Podcast: https://podcasts.apple.com/us/podcast/hodlong-%E5%90%8E%E6%B5%AA/id1622341355?i=1000568891660Spotify: https://open.spotify.com/episode/6Xh9v6WIaBI4xZlbO4Ze57?si=sVLDOKGJRJ28kbf_qIJO7Q Xiaoyuzhou: https://www.xiaoyuzhoufm.com/episode/62c448a7f271db566a67765d 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

05-14
54:27

Ep.38 [CN]: BMAN:创业 ABCDE 成为一个受人尊敬的、技术驱动的风险投资基金

节目概要:BMAN的自我介绍ABCDE 建立时的初心,想要做一个怎样的基金? 这一轮似乎很多基金能够接触到的项目还不如一些创始人和天使,在这样的一个市场环境下,你们是怎么定位自己的策略的,怎么打出你们的区分度?你们在这一年多品牌建设卓有成效,尤其是你们在开发者中的声望,在这块你们做了哪些工作?你们现在觉得自己比较有优势的赛道有哪些?这两年投出了什么经典案例?有什么方向是你们会避免、觉得自己不擅长的?基建可能是你比较擅长的领域,但是你也喜欢消费应用类的东西。很明显现在二级市场对应用类产品溢价并不多,你觉得这个会是一个长期现象么?这个周期,你会觉得出来的创新的东西不如18、19年那轮熊市多么?是行业发展到了这个阶段的必然瓶颈么?对于比较容易同质化 / 大宗商品化(commoditized)的项目,比如各种rollup和DA,你们的态度?怎么看各种模块化和全局区块链未来发展的趋势?这个市场里,二级市场的价格发现周期可以特别的长,二级市场也有很多机会。现在越来越多的基金会做混合策略,为什么主要做一级市场投资呢?香港 vs 新加坡,从开发者、生态圈、投资人的角度,说说你的感受? Website:https://www.abcde.com/Twitter(X):@ABCDELabs 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

05-09
58:26

Ep.37 [CN]: Justin:以 Solana 为执行层的 BTC 互操作协议 Zeus Network

节目概要:Justin 的自我介绍Dappio是做什么的?是怎么决定开始做Zeus Network的?为什么Solana生态上应该有比特币跨链协议,需求在哪里?Zeus Network的跨链通讯是怎么工作的,和 Thorchain / LayerZero的区别关于安全:在 Zeus Network的设计里双层签名机制是如何运作的,什么时候会启用offchain的签名?如果极端情况下有人想做恶,那理论上他们可以通过自己成为节点的方式来批准本来是没有批准的交易的,这部分的作恶成本。是否会担心用经济假设来保证机制的运转会有一定的风险(类似Op-rollup的同样问题)?在挑战期有节点指出问题,后续会怎么操作?如何考虑支持链的数量和安全性的平衡?从普通用户的角度,他们可以如何参与Zeus 协议、使用zBTC?近期的工作重点是什么,后续一些GTM的分享和计划你们公布了投资人名单,里面包括了Stack的创始人和Solana的创始人。投资人在未来发展扮演的角色? Website:https://zeusnetwork.xyz/Twitter(X):@ZeusNetworkHQ / @dappiokeeper 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

03-17
39:12

Ep.36 [CN]: Johnny:编织 Gas Hero 的英雄梦

这一期算是在很多人的催更下完成的,心情既忐忑又期待。这一期里,我和 Johnny 聊了聊关于 Gas Hero 的缘起、设计理念和用户体验。 节目概要:自我介绍和 Johnny 心目中的Gas HeroGas Hero 这个游戏的缘起这个游戏的核心创意和让用户舒服的点Web3游戏的核心是什么?基于这个理解,制作游戏过程中做了哪些取舍?详谈每个部分设计的优先顺序制作和开发的过程中和传统游戏开发体验的不同市场、社区和宣传聊聊 STEPN 和 Gas Hero 的对比,经济的、乐趣层面的、用户层面的用户类型,大家都分别在享受什么样的乐趣做Gas Hero最大的成就感关于如何做好一个游戏制作人 Website:https://www.gashero.comTwitter(X):@GasHeroOfficial 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

01-15
01:14:07

Ep.35 [CN]: Ben & Zoe:今夜无眠(Sleepless AI),谈谈关于HIM & HER 的未来畅想

节目概要:Sleepless 团队简介,项目缘起虚拟伴侣现阶段和陪玩这类应用提供的体验优势和劣势App名字叫HIM和HER的灵感来源目标用户的体验,借鉴过去做项目的经验用户在App内目前可以做的事情、未来可以做的事情大家在app内的交互用到的语言模型是?有针对应用场景做一些额外的训练吗?爱情这个主题是否单一、限制受众?很多新生代人它追求的陪伴,不是一般定义的“爱情”虚拟世界里找陪伴有可能不是现实世界中没有陪伴而是无法满足一些比较特别的需求,如何满足幻想?关于风控NFT 与通证经济用户的体验和消费和整个通证经济如何联动治理代币的应用场景用户之间的网络效应 Linktree:https://www.sleeplessai.net/homeTwitter(X):@SleeplessAI_Lab  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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

01-07
01:02:59

Ep.34 [CN]: Saku:Matr1x FIRE 探索未被定义的 Web3 娱乐产品

节目概要:Saku 过去游戏和加密行业的主要经历 作为一个游戏运营老手,如何让自己快速学习Web3其他的项目运营技巧你会怎么用一两句话介绍Matr1x给不认识你的投资人和社区用户?决定立项要做这个项目的时候,有哪些人是很关键的?“最开始的资产的时候一定要高举高打,热度要起来” Matr1x FIRE上个月完成了beta测试,测试各方面的结果和你总体的感受,一些没有预料到的事情和困难Matr1x FIRE的经济模型设计,比前人的设计有所提升的地方FIRE的释放,供需的动态平衡如何防止资产囤积,或者说出现资产乏力?未来怎么穿透海外市场 Linktree:https://linktr.ee/matr1xofficialTwitter(X):@Matr1xOfficial / @poemran 如果喜欢本作品,欢迎打赏ETH/SOL/BTC:ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

09-17
01:21:38

Ep.33 [CN]: MasterPa 汉洋:唠唠《谁在制造币安?》背后的创作故事

节目概要:汉洋的自我介绍请汉洋来聊这一期主要是因为他前几天写的那篇币安的文章《谁在制造币安?》。那个文章收到了各种各样的反响,包括CZ自己也转发并且邀请汉洋和他聊一聊。汉洋写它的初心是什么?汉洋在写作的过程中,有试图挖掘一些非公开的信源吗?在汉洋心目中这篇文章的受众和读者是谁?文章首发在晚点,晚点也是国内唯一有机会长篇幅采访过CZ的媒体,他们当时访谈的感受?亚洲创业者 vs 欧美创业者与媒体公关沟通的区别汉洋写作这篇文章过程中,有什么调研的结果是感觉出乎意料的?另一个点就是,这篇文章很多人的反馈都是意犹未尽,后面别的系列文章会写什么?如果各方面资金和资源都不用愁的情况下,可以为币安作传,汉洋会想挖掘和探讨的问题都有哪些?如果像Michael Lewis那样近距离地去作传,大概率接触到的都是正面的声音,写作会有偏颇吗? 一些重要链接 / Important Links:晚点版《谁在制造币安:4000 份履历里的无国界公司》:https://mp.weixin.qq.com/s/qedPxj5O0rVkAchDrHU55A汉洋的推特线程:https://twitter.com/HanyangWang/status/1691802371972882614博客版(中文)《谁在制造币安:4000 份履历里的无国界公司》:https://crypto4.wtf/博客版(英文)《谁在制造币安:4000 份履历里的无国界公司》:https://picapica.wtf/AAANY 上关于文章的AMA:https://aaany.app/aaa/llky7i9na晚点聊《区块链里国家和种族的矛盾依然存在》:https://www.xiaoyuzhoufm.com/episode/63c48e99100157008c3de419  汉洋的联系方式:Email:why@gailiuzi.xyzTwitter / 推特私信:@HanyangWang 如果喜欢本作品,欢迎打赏ETH/SOL/BTC:ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

08-28
01:05:21

Ep.32 [CN]: Brice:在 Mahjong Meta 中畅享 Web3 游戏策略与文化体验

首先恭喜Mahjong Meta 于 2023年8月7日正式上线!在上线之际,请来了创始人Brice和我们来唠唠嗑。Brice 对于“核心玩家在 Web3 游戏中追求什么体验” 这一问题的思考是我个人十分欣赏的,希望能跟更多的听众分享这一期~节目概要:项目和Brice的个人介绍之前不少人私下问我说,不就是一个麻将游戏吗融这么多钱是要干啥?为什么一开始决定做麻将游戏?对于世界上绝大多数用户它其实是陌生的,熟悉它的可能只有中日韩玩家。这个决策是怎么考虑的?对于麻将文化完全陌生的玩家,如果他们有兴趣参与,用什么方式降低门槛,加速上手?“活好不黏人”:如何基于Web3玩家的核心体验追求作出游戏性的创新Mahjong主题公园:Mahjong Meta 里面已有的游戏模式和对未来产品设计的展望mahjong Meta 内测期间的一些开心的发现和之前没有预想到的事儿麻将这款游戏文化属性很强,在游戏中有什么玩家社交、互动的元素?有考虑线下做对战和体验吗?做线下的意义? Twitter:@0xMJM / @BriceVongWebsite:https://mjmeta.io/ 如果喜欢本作品,欢迎打赏ETH/SOL/BTC:ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

08-07
01:06:51

Ep.31 [CN]: Christine & Nomad:饭圈化的Azuki与处在十字路口的社区

写在前面:这期播客可以想见会有一些争议,但正如我在播客中所说,只要是人就一定会有观点。但在适度表达观点之余,更多的是将一些发生的事实在谈话中展现出来。想要做这期播客,完全是因为看到了Nomad的长推文,抱着试试的心态联系了Christine 和 Nomad。聊完之后,我对于“为什么社区强”这一概念有了全新的认知,应该说是过去几年让我学到最多的播客之一。感谢收听~节目概要:Azuki OG Christine 和 Nomad各自的背景Day1 Azuki的社区和如何发现Azuki社区的地域和人种分布Azuki生态里的NFT从社区建成开始,团队主动做过的社区建设和IP合作之路为什么Azuki的社区认同感强Azuki社区的人员构成Azuki的饭圈文化猴子社区:多元化的用户画像Azuki世界的美术Vegas大会的前后细节给官方介绍商业合作的沟通铸造 Azuki 一代的体验和铸造 Elementals的体验对比Elementals 铸造完后社群中的声音关于为什么要铸造Elementals,期待与交付现实的割裂Pudgy Penguins 对于潮流文化与IP消费品的探索Azuki饭圈:社区的进一步提纯Twitter: @_kaitoai / @punk9277 Twitter:@0xsexybanana / @aurory_bit 如果喜欢本作品,欢迎打赏ETH/SOL/BTC:ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

07-08
01:05:27

Ep.30 [CN]: Yu Hu:Kaito.ai 助大众自由梭巡Web3信息世界

节目概要:Yu的背景Kaito 是什么和为什么创立KaitoKaito的宗旨和愿景用简单的语言聊聊一下大语言模型是什么Kaito最近推出了业内第一个基于大语言模型的搜索引擎WHAT,它是针对什么样的用户推出的?和去年推出的机构端产品有何不同?在现有的大语言模型之上Kaito做的优化,为什么Kaito的用户能受益于大语言模型目前Kaito还没有进行信息源贡献的激励,是否有想过通过通证网络做这方面的工作Kaito 会在哪些平台和端上线最近完成的A轮融资,主要的目的是什么?Kaito 在去年的时候更多的想要做的是服务机构的搜索引擎和数据整合,现在的WHAT能很明显感觉到对普通用户侧的倾斜。是什么带来的这层转变? Twitter: @_kaitoai / @punk9277机构端 Institutional Website: https://portal.kaito.ai/普通用户端 Retail Website: https://what.kaito.ai/Website:https://kaito.ai/ 如果喜欢本作品,欢迎打赏ETH/SOL/BTC:ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

07-05
42:53

Ep.29 [CN]: 知县 & 力心:Account Labs 0 岁啦!了解账户抽象听这期可能就够了

前言:本期的Shownotes不及实际内容1%精彩,因为实在太忙来不及写,但真的请您听一下!内含大量锐评嘿嘿。节目概要:关于合并:合并大致的来龙去脉,从一开始到最后能成的整个故事  法务上面如何操作为什么非合并不可?账户抽象(Acount Abstraction, i.e. AA)与Account Labs的未来AA的发展现状AA未来的剧本是怎样的Account Labs 的未来,关于增长最大的担忧是什么?一些关于近期 Ordinals 和 BRC 20 热度的锐评站在这样一个对你们俩的未来都会产生重大影响的时点,也是一个回顾过去的好时机,过去一两年你们最大的变化是什么?团队合并以后的分工 Twitter:@BitcoinLixin / @frank_lay2Website: accountlabs.com 如果喜欢本作品,欢迎打赏ETH/SOL/BTC:ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

05-19
01:15:51

Ep.28 [EN]: Pacman: the great path that Blur takes to scale the NFT trading network

Shownotes:Pacman’s backgroundWhat is Blur? Who are the existing Blur users?  What do traders care or appreciate the most in terms of product design of Blur? Compared to other existing players in the market, what else did Blur optimize? What did Blur do to be “fast”?Blur just delivered this new P2P perpetual lending protocol called Blend: How is Blend different from the other lending protocols? What are some of the mechanism trade-offs? In Blend’s case, it’s clear that borrowers are the ones that want to buy now pay later. Where would Blend source the lenders?Why only offering three collections for Blend protocol at the beginning?Any plan for other EVM chains?Any thoughts on more sophisticated products for NFTs on Blur?What can holders of $BLUR do with their governance power, and the “Fat token” thesisWould the current UX design for Blur, which is optimized for the trading of community-oriented NFT, also work for in-game or in-app assets trading?  Twitter:@blur_io / @PacmanBlurWebsite: https://blur.io/   If you enjoyed this episode, please feel free to tip in ETH/SOL/BTC:ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

05-04
38:41

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

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:@0xsudogmWebsite: https://www.dragonfly.xyz/ 如果喜欢本作品,欢迎打赏ETH/SOL/BTC:ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。

04-11
50:00

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