HODLong 后浪

这期里面Sidekick 联合创始人 Jonny 展现了自己非常真实的一面，听了之后你就会理解这个团队的一些过人之处～本期概要：团队背景最开始进入直播行业的历程：从网鱼到比心创业路上一次又一次的挫折：疫情、俄乌战争 目前在sidekick上的直播流程和体验在推特上或者做私域社区很优秀的KOL，未必是好的主播。好的主播需要什么特质？目前势头在往上走，做对了什么流量和买盘是一个东西吗长期Sidekick的愿景？Sidekick 是怎么考虑自己做交易的X: @HeyfishYC / @Sidekick_Labs网址：https://sidekick.fans/   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。

本期概要：Huma 是什么，它的商业模式？“PayFi”的理念是什么传统 DeFi 借贷多以超额抵押加密资产为主，而 Huma 提供基于未来收入或应收账款的融资。你们的核心借贷机制是如何实现的？与传统借贷协议相比有哪些创新之处？Huma 此前与跨境支付服务商 Arf 完成了合并，获得了更强的合规资质和全球支付网络能力。这项战略举措对你们服务现实金融场景起到了怎样的作用？Huma 如何将 Arf 的优势融入自身平台？在风控和清算机制上，Huma 如何保障借贷的安全性？能否介绍一下你们的风险管理模型以及发生违约时的清算流程？你们近期推出了 Huma 2.0，请问能讲讲这个升级主要包括哪些方面吗？你怎么看Defi 协议大家很在意的TVL？你认为用 TVL 来作为参数评估一个协议的优势和劣势在哪里？ Huma 协议设计了怎样的代币经济模型？HUMA 代币的主要功能定位是什么？在更多现实世界资产（RWA）与链上金融融合方面，Huma 有怎样的战略规划？ 未来在多链部署上有何规划？是否考虑扩展到更多公链？Huma 在创业的过程中，有没有什么一些应用场景是原来没想到，被用户需求激发的？在Web3 创业的一些心得和感受？Huma Finance未来会开放给更多的应用在上面建设吗？X：@humafinance / @DrPayFi网站：https://huma.finance/ 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。

In this episode I hosted Chaofan from Solayer - I learned something new about Solana validators in this episode! Dive in and learn about how Solayer scales, how it works on sandwiching, and how they view talents. Show Notes:Your background and journey to SolayerIs it possible to run the same thing on Ethereum with Solayer's approach? Compare the technical approach of Eigenlayer with Solayer?In your 2025 roadmap, why did you decide to expand from a restaking protocol to a hardware accelerated SVM Chain? How does the end user experience look like?  What other blockchains, from a technical standpoint, would you compare and contrast yourself with? Do you consider yourself an L1 or L2, or does this differentiation matter?How does Solayer push 1M TPS state sync efficiently to thousands of nodes It is mentioned that solayer made use of state of the art AI technologies in accelerating the chain. Can you tell us more about it?Users are sandwiched while trading on Solana with some losing millions of dollars. What's your view on this and how does Solayer plan to address this problem?How does this roadmap tie to the issuance and circulation of sUSD and sSOL? What's your personal take on SIMD-228? Why did you guys decide to sell 10% of your SIMD-0228 vote on Meteora?Why do you guys do quite a bit lot of “public good” works that may not necessarily directly benefit Solayer? For example trying to save the fund that 1inch's MM got hacked and in some other cases you tried to publish the details of security incidentsI saw that you are hiring a security researcher for 1MM a year. Is that real? 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。

本期邀请到了ELIZA OS白皮书的联合作者Sam Gao给我们唠唠他写作关于 AI 人物史传记的心得（这期不是特别Web3），对于AI科技史上重要人物的故事有兴趣的朋友可以一听～p.s. 这一期其实二月中旬就录制了，但是一直没来得及剪辑放出，致以歉意～本期概要：自我介绍给听众介绍一下之前写过的那本《青稞.人物志》AI 领域的大神里面成名之前的人生故事现在特别早期的一些尝试里面我们能看到AI 项目会利用Web3的激励网络来做人类资源的调度。你觉得 AI和web3的两条线会是一个怎样的发展趋势和线程？你怎么看Minimax的创始人闫俊杰说的“在现在这个阶段为了产品化对技术进步作出牺牲不可取“的这个观点？2025年很多人认为是 Agent 之年，甚至比如零一万物的创始人李开复会认为今年是AI商业化的关键一年。从你的角度，你怎么看Agent？如何看待Web3背景下AI Agent 25-26年的发展？你会想要投资怎样的创业者？很多开发者对于Eliza v2 的发布都比较关注。Eliza v1 的一些问题，和v2 作出的优化Twitter（X）：@samuel_ys92 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。

In this episode I had the CEO of Backpack, Armani Ferrante on. It was a great conversation in their Tokyo office. Our conversion covered from his view on centralized exchanges to what he thinks of non-custodial wallets. We also discussed a lot beyond the business of Backpack. If you're interested, you should tune in yourself!Show Notes: The background of Armani, and the history of BackpackWhat does a FTX-shaped hole in the market look likeHow and why important centralized exchanges are to the industryCongratulations on your public beta that was announced 2 weeks ago. Since the launch, what were the exciting updates?You guys have been working hard long before this Public Beta. What were some of the preparation work?The pivotal licenses to acquireThe important markets for BackpackWeb3 teams in the US under Trump administrationInstitution volume vs retail volumeMobile experience of Backpack - no separation of the wallet and the centralized exchangeAccount abstraction wallet as an ultimate solution for the inconvenience led by self-custodyBackpack Exchange's roadmap in the next 6-12 monthsLearnings from FTX: being normal is underrated - "be a redwood"Coinbase is a role modelBase as a community and L2's centralized sequencer challengesThe next page of NFT - status signaling and digital life mattersX: @armaniferrante / @BackpackWebsite: https://backpack.exchange/ 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。

本期摘要：你们说自己“在发明一种爱好，类似没有滑板的时候在发明滑板或者巴塔哥尼亚那个哥们在从头发明攀岩装备。”你们怎么告诉别人Funes是什么？复杂的爱好是一种商业模式，需要成立公司来运营和发展谁最需要你们？谁是你的长期社区成员？怎么找到这些最初的核心用户？从重轻的文字里读出来你并不喜欢元宇宙这个概念，是因为虚假和幻觉么？元宇宙批评之我真的没有故意把重轻放在火上烤：真实的世界是复杂的Funes的每个合伙人写了一篇关于Funes的文章。可达那个让我印象很深刻，说的是关于他的教授言传身教让他们做考古研究观察这个世界时不要有预判和分别心。所以我很好奇，做3D模型以后有改变你们看这个世界的方式么。在美国锈带和土耳其的经历通过网上冲浪找到的废墟网站及通过这些冲浪拍到的莫名其妙的东西Funes是一个内容公司，再聊如何找到社区核心成员关于Funes潜在的激励网络（相信我这段对话一定不是你想的那样）模型链接：（苹果手机可以直接在网页中观看 AR 版，如遇卡顿可用电脑打开）[路边杆子上的飞车 A Car on A Pole in Bethlehem Township](https://funes.world/models/#ACarOnAPoleInBethlehemTownship)[高速旁的巨大鳄鱼 "Saint" Alligator Bonfire](https://funes.world/models/#SaintAlligatorBonfire)[辽中京大名塔，Funes 一开始想扫描的类型：辽塔](https://funes.world/models/?q=dam#DamingPagoda)这个汉洋不记得提到没有但是来都来了就放上去吧：[七台河的筒子楼](https://funes.world/models/?q=qita#KhrushchevkaInQitaihe) Blog（发刊词）:[丰泽：我为什么加入 Funes：为我们铁证如山的未来](https://funes.world/blogs/index.html#why-i-joined-funes/zh)[可达：细密的人间](https://funes.world/blogs/index.html#cosmos-in-detail/zh)[汉洋：张昭的题记](https://funes.world/blogs/index.html#zhang-zhaos-story/zh)[徐缓：从无数个念想开始](https://funes.world/blogs/index.html#staring-from-a-thousand-of-wishes-by-huan/zh)[轶轩：风铎的声音](https://funes.world/blogs/index.html#the-sound-of-wind-chimes/zh)[重轻：Funes 在筹集什么？](https://funes.world/blogs/index.html#what-are-funes-gathering/zh) [可达、重轻和汉洋的播客《山有虎》，各大泛用型播客客户端都能搜到，他们接下来也会基于模型做节目] (https://shanyouhu.xyz/)Twitter（X）：@HanyangWang / @Funes_World   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。

这个节目的标题我没有想到一个特别出彩的但我很坦然，因为这一集也是一样：没有极其惊艳的大道理或者洞察，但是聊完之后你却更觉得Haze 和 GMGN 团队的优秀之处。他们在细节处见真章。在访谈的最后一个问题，你可能会期待他回答一些特别厉害的东西，但是他的回答仍然是那么朴素。这大概就是GNGM的成功的秘诀吧，坚持，用心。这一周过去了我跟 Haze 感慨，所有人都吹捧你的感觉真是神奇，他淡淡地回答：风口上而已。没了风，就没有这些了。Show Notes:GMGN的前世今生：最开始这个想法是怎么孕育的，核心用户是从什么渠道积累的产品迭代经历了哪些阶段GMGN 做社区的特点是老板自己也下场吗你觉得你们做产品这么多年积累下来的哪些经验和基础设施的优势在迭代GMGN时对你们有所帮助？功能迭代的流程你们最近支持了BNB Chain，很多业内人士开玩笑说你们收到了BNB Chain最高规格的接待。有一个很资深的在 BNB Chain 上做开发的朋友的观点是你们最初支持BNB Chain时还没有针对BNB Chain做太多优化。所以从那时到现在的变化是什么？BNB Chain 或者其他一些EVM链，相比Solana，最大的区别是什么memecoin真的有多链同时交易、链抽象前端和产品体验的需求吗海外与国际化：假设你们觉得Solana 长期还是很值得深耕，是否考虑全球化Memecoin 交易的下半场，你觉得在白热化的竞争里面，持续保持优势甚至拉开别人一头差距的重点在哪 Website：https://gmgn.ai/app Twitter（X）：@haze0x / @gmgnai 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。

Shownotes:Self-introHow does it feel working on a project full time for an extended period of time?For those who don't have any context Su Zhu had a “Supercycle” thesis for Ethereum in the previous bull run. So tell us under today's context, what's a Supercycle?!Why shifting from OPNX to OX.FUN?You guys are laser focused on Perps right now. I know you thought about doing a Launchpad but decided not to. What was the thought process?What kind of audience and market do you think you captured in the recent run-up? Who are your major users?You decided to go for a lot of OX pairs - that was definitely a bold move. Why so?What do you think about outcompeting other players in the space in the long run?Your feelings about all these different L1/2 ecosystems.Your view on Ethereum now?Mindshare perps. We preliminarily discussed this possibility before. Any plan on that?What are the major focuses on 2025 for OX?Your personal goal in the new year?!Twitter: @nicodotfun / @OXFUNHQWebsite: https://ox.fun/en 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。

Show Notes:What brought you into into cryptoIntroduction of SOONThere were so many scaling solutions available. What was the thinking behind launching soon at this time? What's the mission and vision behind?The mindshare around SOON has been growing lately. What did you guys do? What was the focus?  How do you think about differentiation of SOON other than the scalability issues?Why did you go for a decoupled SVM design versus a forked one? What's the tradeoff?What was the tradeoffs in the Fraud-Proof Security?And you took a modular approach for the architecture?What have you prepared in terms of developer incentives and programs?Any exciting partnerships coming up?What's next?Twitter: @soon_svm / @justsayuluvjoWebsite: https://linktr.ee/soon_svm 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。

In this episode I interviewed Wee Kee, the co-founder of Virtuals. From here and there in the conversation you can tell that Virtuals team is a pragmatic and perseverant one. To build a successful product in this fast moving industry, there's no fast track but stay on the table and keep grinding. Shownotes:You guys have been dominating mindshare amongst all the crypto native folks lately. So first of all congratulations! But still would love to hear how you introduce yourself to our audience. There were quite many platforms that empower developers to launch agents. What key factors do you think led you to where you guys are today?Do you think the diversity of the agents came from the no-code requirement?What are some of the agents that grew from Virtuals that left people an impression? Also about Multimodality. What are the best performing categories for agents developed with GAME?How do you decide whether you're going to co-marketing with one of the ecosystem agents?I read on Messari that you guys have integrated Farcaster, but I haven't seen a lot of news that you guys are pushing on that front. Any plans? I was particularly interested to hear your answer on this one, because looks like with a web3 native social network, an agent developed under GAME framework will be capable of doing a lot more

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。

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。

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 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.

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

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  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.

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 /  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.

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  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.

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 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.

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 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.

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 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.

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 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.

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  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.

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. 

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.  

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.

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.

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.

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.

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.

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.

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：@SpaceIDProtocolWebsite: https://space.id/ 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.

Shownotes:Bryan's backgroundThe circumstance that Bryan and the cofounders decided to start L0What is LayerZero?The key parts of LayerZero protocol and how each part coordinates with each otherWhat 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 todayThe additional utilities people can unlock with cross-chain capabilityThe background story of working with Pudgy PenguinsThe year ahead Twitter：@LayerZero_Labs / @PrimordialAAWebsite: https://layerzero.network/   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.

Show notes:Ye Zhang's backgroundWhy zkevm? Why now?The technical differences between an application-specific zkrollup versus a generalized purposed zkrollupThe infrastructure components in Scroll's architecture and how these components work togetherUser journey interacting with Scroll and developer experience building on ScrollScroll's performance and the applications fit the bestThe design principle of Scroll and the mindset behind running the Scroll communityHow and why Ethereum Foundation co-developed with Scroll NetworkWhat happened after pre-Alpha testnest in October last year and the upcoming Goerli testnetThe challenges as a technical founder encountered over the past two years of entrepreneurshipTwitter：@Scroll_ZKP / @yezhang1998Linktree: https://linktr.ee/scroll_zkpWebsite: https://scroll.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.

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：@HypeSaintsNFTWebsite: https://hypesaints.xyz/Hypesaints NFT  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.

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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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-distributionAvalanche: https://messari.io/asset/avalanche/profile/launch-and-initial-token-distributionNear: https://messari.io/asset/near-protocol/profile/launch-and-initial-token-distributionSolana: https://messari.io/asset/solana/profile/launch-and-initial-token-distributionMulticoin 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/#prizesSolana基金会对于和FTX / Alameda 相关联资产的澄清：https://solana.com/news/solana-facts-ftx-bankruptcyRaj的推特：https://twitter.com/rajgokal/status/1608320254463348736Electric 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.

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:The brothers' childhood running experienceThe inspiration to go on this expeditionThe brothers' running recordsThe preparation of the Great Wall expedition: the daily running routes planning, the accommodation, the support crew, and the actual adjustments along the journeyWhy run in 2022?The cost of the trip and why getting the sponsorship from a Web3 projectThe STEPN game experience throughout the adventure. The number of shoes each person owned and the Energy burntThe specific type of training the brothers went throughThe number of days per week the brothers runAdvice for amateurs/beginners to run long distanceAbout the daily calories and nutrition intake; the supplements and water intakeThe memorable foods during the journeyThe weather during the journeyThe most difficult part of the runThe most rewarding part of the journey for each brother Twitter: @LindesaybrosImportant Links:Youtube: https://www.youtube.com/channel/UCnEN7RGIVlbF_Tz39IK10eQVideo featured on BBC: https://twitter.com/bbcchinese/status/1602256985805692931SCMP 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. 

节目概要：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？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？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？一个追求“无需信任（Trustless）”的行业，反而面临更多信任危机需要回答“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，降低交易磨损区块链不是下一代互联网，不是所有东西都该上链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”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”从区块链原教旨主义者到“非必要不上链”，因为“要花钱的”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-wangApple Podcast:https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000556039608Spotify:https://open.spotify.com/episode/7BgZiGIVfHMDyU9i6hP8DN?si=f2PxYHloRVmUmDJ7JKNxTgXiaoyuzhou 小宇宙:https://www.xiaoyuzhoufm.com/episode/62488a0ee17d16bf35a4e652?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9 Twitter：@jpejpejpe18Website: 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.

这期节目是一期年终总结，也是一期朋友对谈。聊聊今年都做了什么？今年工作上发生的难忘的事情这次的寒冬和2018年的寒冬有什么区别？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？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？ 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。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？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 QuarantineSimplecast:https://51-with-mable-jiang-presented-by-multicoin-capital.simplecast.com/episodes/ep47-cn-bowen-harry-web3Apple Podcast:https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000545531678Spotify:https://open.spotify.com/episode/722INyYLkOEHa3jpTpfR9I?si=tFHA4C0ZTaG-tcK2bIapTwXiaoyuzhou 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.

Show notes:Core team members' background and why did they start Sei LabsThe purpose of Sei Network  Sei's optimization done for the on-chain orderbook  About front-running prevention and MEV opportunitiesUser 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_jogWebsite: 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/overviewApply for Sei Ecosystem Fund: https://y8e47wadwqp.typeform.com/to/Ia7t8DxY

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AppSTEPN 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/creationMOOAR Lite Paper：https://mooar.com/paper更多疑问敬请发送邮件至 bd@mooar.com 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 AdoptionSimplecast:https://51-with-mable-jiang-presented-by-multicoin-capital.simplecast.com/episodes/ep50-cn-stepnApple Podcast:https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000548554461Spotify:https://open.spotify.com/episode/71qOWrXGOeSqH4qjXJGo9C?si=uMjbtixBShKvY9LIiHxoKwXiaoyuzhou 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 / @fslweb3Website: 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.

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 x2y2Luiz 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: 0:54TP: 24:00Luiz Ramalho: 45:29 Twitter: @tomhschmidt / @tp_x2y2 / @dgntecImportant 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。

这期节目就不写节目概要了，原因是我俩都能理解对方，但是谁也没有说服谁。这一期推荐作为上一期多抓鱼创始人猫助访谈的补充讨论，适合嗑瓜子喝茶随便听听。本期节目的起因是由于在之前一期播客的讨论里，我们未能找到DAO 到底是什么、是否能让公司运作更好的答案，我拍脑袋邀请超哥来聊一聊他心目中的DAO。作为在过去两年非常深度参与各种DAO实践的人，超哥对 DAO 有着自己的理解。在聊完一个多小时后，我仍然感觉没有找到我心目中足够自洽的答案。但希望以这期播客，抛砖引玉，收获更多听众朋友的探讨和指导。EP.1: [CN] Chao Wang（王超） - 比特派的前世今生与区块链钱包的产品形态 / On Bitpie and Crypto WalletsSimplecast: https://51-with-mable-jiang-presented-by-multicoin-capital.simplecast.com/episodes/ep1bitpieApple Podcast: https://podcasts.apple.com/cn/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?l=en&i=1000499129884Xiaoyuzhou 小宇宙: https://www.xiaoyuzhoufm.com/episode/602cfe79258bb5afeca72604?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9 即刻：Chao. 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.

大家好，这期是一期我和企鹅吃喝指南创始人志伟共同主持的播客《牌牌坐》的串台播客。这期播客是《牌牌坐》与多抓鱼创始人猫助的对话。选择这期播客串台，是因为在这个关于多抓鱼的对话里，我反复感受到了猫助想要设计一个系统来帮助更多的人能不依靠组织、作为独立个体也能很好的获得收入和生活的想法愿景，虽然她一再坚称自己不了解今时今日大家所热传的Web3、DAO这些概念，我却觉得她比任何一个我认识的针对这些话题在思考的人，更了解“创作者经济”。在这期对话的最后，我们聊到了关于公司制度和DAO的话题，很惭愧，我并不觉得我很好的给到了答案，我的思考和见地也很局限。但希望这些讨论可以抛砖引玉，获得更多听众的反馈和分享。节目概要：什么是多抓鱼与市场规模？多抓鱼是如何在已经有庞然大物的大市场里走出自己的路？多抓鱼的选品逻辑与商业模式逻辑是什么？简单的商业逻辑背后，是什么力量让许多后来者都未能超越？猫助在多抓鱼之前的经历？设计无限接近“永动机”的系统的关键之处？品牌如何改变市场的竞争关系？一个公司如何驱动员工？公司与DAO的区别？多抓鱼的最终形态？ 牌牌坐播客链接：https://www.xiaoyuzhoufm.com/podcast/62407347065460fe68f68002 相关文档 / Relevant Links:打渔晒网：多抓鱼的品牌播客巴塔电台 vol 025: 多抓鱼与它的二手循环专访多抓鱼之舅：在二手书面前，我就像个侦探 多抓鱼公众号（微信号：duozhuayu)，一个几乎篇篇10万+的品牌账号猫助广播（微信号： ​​nekosuke），里面是猫助毫无保留及真诚的分享。尤其推荐以下几篇：做一家叫多抓鱼的公司（十七）：详细总结了一些关于做品牌的方法论做一家叫多抓鱼的公司（十一）：详细总结了一些关于多抓鱼战略上的思考做一家叫多抓鱼的公司（一）：关于想要和什么样的人一起工作 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.

节目概要：Pyth 网络的目标与愿景Pyth这个名字的来源市场上已有的预言机解决方案的问题与Pyth 的解决方案不同之处在Pyth网络里的关键参与方：数据提供者与数据使用者Pyth 网络为了稳定提供数据做出的备案未来潜在的客户与用例PYTH 通证的使用场景未来计划与路线图 推特:  @PythNetwork / @sing_me_a网站: https://linktr.ee/pythnetwork 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:  @PythNetwork / @sing_me_aWebsite: https://linktr.ee/pythnetwork 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. 相关文档 / Relevant Links:https://docs.pyth.network/

节目概要：Strxngers 怪人的核心思想：cc0（Creative Commons Zero）项目、”低保真“内容与“点赞之交”做一个这样的项目一开始需要的资源和准备如何打造信任，如何配合品牌探索品牌增长路径头像NFT能建立长期社区共识，价格是必要因素么 《怪人启示录》里感谢的那些项目，赞同和不赞同的地方？在大厂里探索web3的体验：有哪些好处和较为挑战的地方？ 推特:   @chenboos5 / @StrxngersNFT网站: https://strxngers.me/ 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:  @chenboos5 / @StrxngersNFTWebsite: https://strxngers.me/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. Further reading: 《怪人启示录》：https://mirror.xyz/chenboos.eth/oQita2IZ_x0tJSGhFs5TxjSye2r3Qokh4eACnzju7N0fan-art创作指引：https://y4cth0u3in.larksuite.com/docx/doxusVg8qvM9czBNpemarMqOlWdSimon de la rouviere: Building Expansive NFT Universes: CC0, Fidelity, & On-Chain Bundling: https://blog.simondlr.com/posts/expansive-nft-universes-cc0-fidelity-on-chain-bundling

Shownotes:Everyone's background Rationale for leaving top crypto fundsCrypto verticals they are excited aboutComposability vs building "super-apps"Smart contract wallets and on-chain credentialsNFT finance vertical Reason for Tangent and the evolution of crypto fundsThings to look out for when investingThoughts on navigating the bear marketPredictions for the next market Twitter: @mrjasonchoi / @0xWangarian / @tangent_xyz / @theBlockcrunchWebsite: https://www.tangent.ventures/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:  @mrjasonchoi / @0xWangarian / @tangent_xyz / @theBlockcrunch网站: https://www.tangent.ventures/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。

节目概要：知县谈Unipass和Web3 Auth（原Torus）的差别关于资产安全和协议交互方便这一对矛盾钱包赛道来看，我们现在在什么阶段？- 力心怎么看solana做安卓手机这个事儿- 移动端与桌面端- 关于做智能钱包的时机- 关于Web3账户该不该叫“钱包”Unipass的获客思路：关于你的用户是不是你的问题（EOA vs. 智能合约钱包）力心关于Solana 黑客事件的感受随着行业市值的大幅缩水，人才的兴趣有所消减吗？知县与力心的亲身观察知县与力心大型招聘现场与“PK一下”（特意没有单独剪出来，为的是鼓励大家听到最后hhh） 推特:  @frank_lay2 / @UniPassID / @BitcoinLixin / @KeystoneWallet 网站: https://linktr.ee/unipasshttps://keyst.one/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:  @frank_lay2 / @UniPassID / @BitcoinLixin / @KeystoneWallet Website:https://linktr.ee/unipasshttps://keyst.one/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.  Reference: 知县 Frank：Ep.38 of 51%  / 《伍拾壹说》第38集Simplecast:https://51-with-mable-jiang-presented-by-multicoin-capital.simplecast.com/episodes/ep38-cn-frank-louApple Podcast:https://podcasts.apple.com/cn/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?l=en&i=1000534430773Spotify: https://open.spotify.com/episode/5wwOge0oambFQRYm1disrl?si=ZcfEeH9RT4KU-6JAXFfEfgXiaoyuzhou 小宇宙:https://www.xiaoyuzhoufm.com/episode/6135d52175251343f6015a0f?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9  Lixin 力心：Ep.3 of HODLong  / 《后浪》第3集

Show notes:What is UX (user experience) and user-centered design?The current state of UX in Web3 productsSTEPN's UX design: how to guide users understand the sophisticated rules and navigate through the interfaceUser retention and user habit formationHow UX collaborates with the organization's business strategiesTwitch as a case studySTEPN  on the go 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. 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。

Shownotes:0xbobatea's records for trading NFTsHow to pick NFTs: metrics to follow / monitor and tools to useIn a long bear market how do you tell which blue chip to stayWhat would ppl do with their PFPs The difficulty of trying to build business after launching an IP and beyond MMORPGThe ideal buying experience in 2-3 yearsBear market liquidity for PFPsThe financialization solutions for NFTs  Twitter: @0xbobateasMirror: https://boba.mirror.xyz/ 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:  @0xbobateasMirror: https://boba.mirror.xyz/ 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。

前言：本期节目邀请了《得意忘形》的张潇雨老师串场，不出意外的，客场变主场，连剪辑都是张老师剪的。谢谢张老师的倾情参与

节目概要：从社群kol到自己当老板之前募资的体验 vs 现在募资的体验LP（有限合伙人，指基金的投资人）的价值最有价值的投后服务、理想状态与项目方的的交互过程 聊聊B2C产品都看什么点怎么考虑退出的问题在熊市里做对冲基金的策略 推特:  @MapleLeafCap网站: https://www.folius.ventures/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:  @MapleLeafCapWebsite: https://www.folius.ventures/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.