EP.12 [CN] - 与缺氧老师聊聊DeFi估值之差异 / Discussing the Valuation Differences in DeFi with Yan Cai

51% with Mable Jiang, Presented by Multicoin Capital

51% with Mable Jiang, Presented by Multicoin Capital

Player FM - Internet Radio Done Right

0-10 subscribers

הוסף לפני four שנים

תוכן מסופק על ידי Multicoin Capital and Mable Jiang. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Multicoin Capital and Mable Jiang או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

State Secrets: Inside The Making Of The Electric State

1
Family Secrets: Chris Pratt & Millie Bobby Brown Share Stories From Set 22:08

לפני 25 ימים22:08

הפעל מאוחר יותר

רשימות

לייק

אהבתי

22:08

Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

לפני 4 שנים 1:05:43

MP3•בית הפרקים

近日，NGC董事总经理蔡彦（缺氧老师）发表了《DeFi 估值之差异：叙事和数据哪个更重要？》一文。里面提出了将叙事和数据作为横轴纵轴，区分项目市值跃升的过程的思维框架（详见下文链接中图示）。我们将一些实例，例如MPH88，SUSHI和ALPHA，放在该框架中进行了探讨。我们还谈到了最近的COVER事件（COVER是缺氧老师做了比较深入研究的一个保险项目）。除此之外，缺氧老师分享了一些她喜欢在评估和项目时看待的指标，并解释了她自己的投资策略和风格。总的来说这期播客非常有趣，我很享受这个聊天！

NGC 网站: https://www.ngc.fund/https://www.ngc.fund/

《探索DeFi 估值之差异：叙事和数据哪个更重要？》：https://mp.weixin.qq.com/s/dDuXufZdpkDF-U_0QIkg-A

《从保险协议Cover再思考：今天的DeFi 世界究竟需要什么》：https://mp.weixin.qq.com/s/Fubc2uREF70rhDihqzbphQ

更多信息，请移步官网https://multicoin.capital/zh

重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。

Yan Cai, Managing Director at NGC recently wrote an article about examining the growth of DeFi projects' market cap via a frame work of "narrative" and "data". We fitted a few examples, such as MPH88, SUSHI, and ALPHA, into the framework. We also talked about the recent incident of COVER, an insurance project that Yan had done a lot of research on. In addition, Yan shared a few metrics she liked to look at when evaluating and project, and explained her investment strategy and style. Over all it was a very fun chat - I enjoyed it a lot!

NGC Website: https://www.ngc.fund/https://www.ngc.fund/

《Exploring the Market Cap of DeFi Projects: Which Criteria Matters More - Narrative or Data?》：https://mp.weixin.qq.com/s/dDuXufZdpkDF-U_0QIkg-A

《On Cover Protocol: What does the DeFi world today need?》：https://mp.weixin.qq.com/s/Fubc2uREF70rhDihqzbphQ

For more information about Multicoin Capital, please visit https://multicoin.capital/.

Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.

60 פרקים

#Tech #Trading #Entrepreneur #Business #Multicoin Capital #Mable Jiang #Blockchain #Crypto

51% with Mable Jiang, Presented by Multicoin Capital

EP.12 [CN] - 与缺氧老师聊聊DeFi估值之差异 / Discussing the Valuation Differences in DeFi with Yan Cai

51% with Mable Jiang, Presented by Multicoin Capital

0-10 subscribers

published לפני 4 שנים

שתפו

MP3•בית הפרקים

NGC 网站: https://www.ngc.fund/https://www.ngc.fund/

《探索DeFi 估值之差异：叙事和数据哪个更重要？》：https://mp.weixin.qq.com/s/dDuXufZdpkDF-U_0QIkg-A

《从保险协议Cover再思考：今天的DeFi 世界究竟需要什么》：https://mp.weixin.qq.com/s/Fubc2uREF70rhDihqzbphQ

更多信息，请移步官网https://multicoin.capital/zh

NGC Website: https://www.ngc.fund/https://www.ngc.fund/

《Exploring the Market Cap of DeFi Projects: Which Criteria Matters More - Narrative or Data?》：https://mp.weixin.qq.com/s/dDuXufZdpkDF-U_0QIkg-A

《On Cover Protocol: What does the DeFi world today need?》：https://mp.weixin.qq.com/s/Fubc2uREF70rhDihqzbphQ

For more information about Multicoin Capital, please visit https://multicoin.capital/.

60 פרקים

#Tech #Trading #Entrepreneur #Business #Multicoin Capital #Mable Jiang #Blockchain #Crypto

Alla avsnitt

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.59 [EN/CN] - Sunsetting 51% and Launching HODLong / 告别《伍拾壹说》与启动新品牌《后浪》 4:06

לפני 3 years4:06

4:06

Hey guys! You’re listening to the 60th episode, which is also the last episode of 51%. I’m sunsetting this show and launching a brand new podcast brand, HODLong (which is homophonic to 后浪, or “next wave” in Mandarin). In the new podcast brand, I’ll continue to shed light to the Asia-based Web3 world, but will expand my interviewees to the broader Web3 community, whether that being operators, investors, or ecosystem participants of other forms. Some of my friends would also join me as co-hosts in some episodes. It was an amazing journey to have done the 60 episodes of 51%, and I wouldn’t be able to advance the production without your feedback and suggestion. In the future production of HODLong, I would very much appreciate your continuous feedback. The subscription link to HODLong is in the show notes - Can’t wait to see you guys on the other side! 大家好！在陪伴大家走过了过去一年多之际，即日起五十一说将退役，我将成立一个全新的播客品牌《后浪》（与英文中的“Hodl long” 谐音）。在新的播客品牌里，我将持续对于亚洲的 Web3 世界投以关注，但《后浪》的受访人群体将会是更广范围的 Web3 社区运营者、投资人、和其他各种生态参与者。我也会邀请一些朋友作为联合主持在部分节目里出现。过去的六十期五十一说的成长，离不开所有听众的持续反馈和建议。在《后浪》品牌的制作中，也十分希望大家能持续给予反馈。《后浪》的订阅链接在本期节目的节目笔记中，非常期待在新的节目里见到大家！ Subscription link to HODLong: Simplecast: https://hodlong-hou-lang.simplecast.com Apple Podcast: https://podcasts.apple.com/us/podcast/hodlong-%E5%90%8E%E6%B5%AA/id1622341355 Xiao Yu Zhou: https://www.xiaoyuzhoufm.com/podcast/62735d9aa679bbb043f60ae3?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9 RSS Feed: https://feeds.simplecast.com/lnmJvIXR 《后浪》订阅链接： Simplecast: https://hodlong-hou-lang.simplecast.com 苹果播客: https://podcasts.apple.com/us/podcast/hodlong-%E5%90%8E%E6%B5%AA/id1622341355 小宇宙： https://www.xiaoyuzhoufm.com/podcast/62735d9aa679bbb043f60ae3?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9 RSS Feed: https://feeds.simplecast.com/lnmJvIXR…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.58 [CN] - 从Uncommon Core 最近一期播客展开来 / A Discussion around the Latest Episode of the Uncommon Core 1:11:09

לפני 3 years1:11:09

1:11:09

这是又一期吹水播客。这一期里我和Harry坐下来聊了聊关于Uncommon Core 最新的一期播客里面一些有意思的点，还有一些其他漫谈。 This is another episode of chit chat. In this episode, Harry and I sat down and chatted about the interesting points occurred in the latest episode of Uncommon Core. We also covered some other topics.

51% with Mable Jiang, Presented by Multicoin Capital

1
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 1:10:41

לפני 3 years1:10:41

1:10:41

BAI Capital的合伙人Will Wang 在本期分享了他们从十年前开始投资互联网起，对于“程序”与“协议”的价值理解，以及他们今天针对Web3 网络价值的一些兴奋点。他基于过去的经验，比较了互联网时代与Web3时代的一些逻辑异同。推特 : @jpejpejpe18 网站: www.bai-cap.com BAI Demo Day 链接：https://www.surveymonkey.com/r/2RDN7H3 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 In this episode, Will Wang, Partner at BAI Capital, shared with us their insights about the value of "programs" and "protocols" since a decade ago when they started to invest in the Internet. He also explained what Web3 networks excites BAI Capital today. With his ample investment experience in the past, he compared and contrasted the mentality of the Internet era and that of the Web3 era. Twitter : @jpejpejpe18 Website : www.bai-cap.com Link to BAI Demo Day: https://www.surveymonkey.com/r/2RDN7H3 For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.56 [EN] - Justin Kan & David Wurtz: the Fractal NFT Marketplace and its Meta-game / Fractal NFT 交易市场和它的“超级游戏” 46:03

לפני 3 years46:03

46:03

At the beginning of the episode, David and Justin touched upon their backgrounds (Twitch, Shopify, etc.,), and how those experience impacted their view on the direction of Fractal. They mentioned a couple ways how they think Fractal should be serving the game developers and engaging the platform users. We also compared the game developers in the traditional gaming studios versus web3 native game developers. We spent some time to discuss the role of Fractal NFT in terms of defining Fractal as a "meta-game", and how they expect the NFT could incentivize users to have active interaction with games on the platform. We also talked about the feedback loop of mini-games versus big triple A games, and how they expect the two types of games to play out. Furthermore, we chatted about the question of community governance for games and for Fractal. It was refreshing to hear these insights from the veterans of the web era! Twitter : @fractalwagmi / @justinkan / @davidwurtz Website : https://www.fractal.is/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在这一集的开头，David 和 Justin 谈到了他们的背景（Twitch、Shopify 等），以及这些经历如何影响他们对 Fractal 未来发展方向的看法。他们提到了他们认为 Fractal 应该如何服务于游戏开发者和与平台用户交互的几种方式。我们还比较了传统游戏工作室的游戏开发者和 web3 的原生游戏开发者。我们花了一些时间讨论了 Fractal NFT 在将 Fractal 定义为“超级游戏”方面的作用，以及他们期望该 NFT 如何激励用户与平台上的游戏进行积极互动。我们还讨论了迷你游戏与大型 3A 游戏的反馈循环，以及他们认为这两种游戏未来的发展。此外，我们还谈到了对于游戏和对于Fractal而言的社区治理问题。从这些互联网老兵听到这些见解令人耳目一新！推特 : @fractalwagmi / @justinkan / @davidwurtz 网站: https://www.fractal.is/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.55 [CN] - Miao: 谈Superfluid 的可组合可编程流支付 / The Composable and Programmable Stream Payment of Superfluid 50:05

לפני 3 years50:05

50:05

Miao 是 Superfluid 的联合创始人兼 CTO。他在本期伍拾壹说里介绍了 Superfluid 的团队，Superfluid 的愿景和使命，以及 Superfluid 在技术上是如何实现的。我们谈到了 Superfluid 作为通证化流支付渠道的可组合性和可编程性的优越性。此外，他还讨论了 Superfluid 的多链和跨链路线图。最后，我们聊了一些 Superfluid 现有和潜在的用例。推特 : @Superfluid_HQ 网站: https://www.superfluid.finance/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 Miao is the cofounder and CTO of Superfluid. He joined us to introduce the team at Superfluid, Superfluid 's vision and mission, and how Superfluid worked technically. We talked about the superiority of Superfluid's composability and programmability as a tokenized stream payment channel. Furthermore, he discussed the multi-chain and crosschain roadmap of Superfluid. At the end, we chatted about some of the existing and potential use cases of Superfluid. Twitter : @Superfluid_HQ Website : https://www.superfluid.finance/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.54 [EN] - Felix Sim: Empowering Guilds with Salad Academy and GuildOS / 用 Salad Academy 与 GuildOS 为工会赋能 1:09:47

לפני 3 years1:09:47

1:09:47

At the beginning of this episode, Felix told us about his background and his experience running a guild (which now is named Apollo Squad), and how those experience led to today's Salad Ventures. He introduced the three pillars of Salad Ventures: GuildOS, Salad Academy, and Apollo Squad. He then explained to us what Salad Academy and GuildOS are, and the growth loop among the three pillars. We discussed what he thought the guild managers and players were optimizing for, and how Salad Ventures tried to better serve them. At the end we also discussed the open question about the future of "Play to Earn". Twitter : @SaladVentures / @felixsim Website : https://www.salad.ventures/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在这一集的开头，Felix 向我们讲述了他的背景和他经营公会（现在被命名为 Apollo Squad）的经历，以及这些经历如何促成了今天的 Salad Ventures。他介绍了 Salad Ventures 的三大组成部分：GuildOS、Salad Academy 和 Apollo Squad。然后他向我们解释了Salad Academy和 GuildOS 是什么，以及Salad Ventures的三大组成部分之间的增长循环。我们讨论了他认为公会经理和玩家尽可能优化的目标，以及Salad Ventures如何试图更好地为他们服务。最后，我们还开放地讨论了关于“Play to Earn”未来何去何从的问题。推特 : @SaladVentures / @felixsim 网站: https://www.salad.ventures/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.53 [EN] - Cindy & David: Making Drift a most-trader-friendly on-chain derivatives trading venue / 将Drift建造成最交易者友好的链上衍生品交易所 55:29

לפני 3 years55:29

55:29

In this episode, Cindy and David talked about how Drift's Dynamic vAMM and their recently launched Decentralized Limit Order Book (which uses a keeper network that executes queued trades against the DAMM) work. They discussed their consideration for assets that Drift chooses to support. They also shared some milestones that Drift achieved over the past few months, and how they think about their GTM strategies, including their multi-chain strategy. Specifically, they discussed the products they'd like to support down the road, and explained why they prioritize certain products / markets over the others. At the end we chatted about some challenges they have encountered running a decentralized exchange. The discussion was a lot of fun. You should also definitely try out their new product! Twitter : @DriftProtocol / @cindyleowtt / @davijlu Website : https://www.drift.trade/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在这一集中，Cindy 和 David 谈到了 Drift 的动态 vAMM 和他们最近推出的去中心化限价订单簿（它使用一个守望者网络，针对 DAMM 执行交易队列）是如何工作的。他们讨论了对 Drift 选择支持的市场/交易资产的考虑。他们还分享了 Drift 在过去几个月中取得的一些里程碑，以及他们如何看待他们走向市场/获客的策略，包括他们的多链战略。他们讨论了他们希望支持的产品，并解释了为什么他们优先考虑某些产品/交易对而不是其他产品。最后，我们聊了聊他们在运行去中心化交易所时遇到的一些挑战。本讨论很有意思。在听节目的你一定要试试他们的新产品！推特 : @DriftProtocol / @cindyleowtt / @davijlu 网站: https://www.drift.trade/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.52 [EN] - 0xOdia: Solend as a Developer-powering Lending Protocol / Solend: 一个致力于服务开发者的借贷协议 43:37

לפני 3 years43:37

43:37

Solend is one of the leading lending protocols on Solana. In this episode 0xOdia shared with us their vision and mission as a DeFi primitive, including powering more developers to build on top of Solend. We also chatted about their product strategy (such as the selection of the assets), partnerships and GTM strategy. You'll also hear about some fun pros and cons of being an anonymous team. It was a very chilled conversation to have on a Friday! Twitter : @solendprotocol / @0xodia Website : https://solend.fi/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. Solend 是 Solana 上领先的借贷协议之一。在这一集中，0xOdia 与我们分享了他们作为 DeFi 原语的愿景和使命，包括支持更多开发人员在 Solend 之上进行开发。我们还聊了聊他们的产品策略（比如资产的选择）、合作伙伴和市场触达策略。您还会听到作为匿名团队开发的一些有趣的利弊。这是一场在周五进行的一次非常轻松愉快的谈话！推特 : @solendprotocol / @0xodia 网站: https://solend.fi/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.51 [EN] - Ryan Li: Building a User-centric and Self-sovereign Social Graph Cyberconnect 50:22

לפני 3 years50:22

50:22

Ryan Li joined this episode as the CTO and cofounder of Cyberconnect. He and the CEO Wilson Wei and COO Shiyu Zhang used to be the cofounders of DLive and Lino blockchain. We kicked off the discussion with some review on things that he thought they did right and wrong 3 years ago when they were building DLive (the Web3 Twitch), and how those experience helped them today on Cyberconnect. We then went into the details of Cyberconnect's technical infrastructure; particularly how they're leveraging Ceramic, a decentralized mutable database as their building block, and how Cyberconnect as a user-centric decentralized indexing protocol is different from some of the contract-centric decentralized indexing protocols. We also talked about some of the potential challenges that Ceramic as an brand-new network could face, and how the Cyberconnect team is working hand-in-hand with Ceramic to improve on those things. Ryan also explained their approach of "progressive decentralization" to mitigate some of the short-term difficulties in network scalability or stability, with the acknowledgement of the potential points of failures in these workarounds. At the end we talked about the exciting use cases of Cyberconnect. Twitter : @CyberConnectHQ / @ryanli_me Website : https://cyberconnect.me/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. Ryan Li 作为 Cyberconnect 的 CTO 和联合创始人加入了这一集。他和 CEO Wilson Wei 和 COO Shiyu Zhang 曾是 DLive 和 Lino 区块链的联合创始人。我们回顾了 3 年前他们在做 DLive（Web3 Twitch）时Ryan觉得他们做对和做错的事情，并讨论了这些经验如何帮助他们在今天搭建Cyberconnect 。然后我们详细讨论了 Cyberconnect 的技术基础设施；特别是他们如何利用去中心化可变数据库 Ceramic作为基础，以及 Cyberconnect 作为围绕用户为中心的去中心化索引协议，与某些围绕合约为中心的去中心化索引协议有何不同。我们还谈到了 Ceramic 作为一个全新网络可能面临的一些潜在挑战，以及 Cyberconnect 团队如何与 Ceramic 携手改进这些事情。 Ryan 还解释了他们的“渐进式去中心化”方法，以缓解一些短期的扩容和稳定性问题，并列出了这些解决方案的潜在失败点。最后，我们谈到了 Cyberconnect 令人兴奋的用例。推特 : @CyberConnectHQ / @ryanli_me 网站: https://cyberconnect.me/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.50 [CN] - Yawn, Jerry & Jason: Move2Earn 应用 STEPN 的爆款之路 / the Move2Earn Application StepN's Path towards Mass Adoption 1:14:31

לפני 3 years1:14:31

1:14:31

在这一集中，我们邀请了三位嘉宾：STEPN 的联合创始人 Yawn & Jerry，以及STEPN 种子轮的领投方 Folius Ventures 的创始人 Jason。我们开始讨论为什么作为连续创业者的 Yawn 和 Jerry 决定尝试 Move2Earn 的创业想法。他们三人还讨论了他们为什么认为 STEPN 团队最有可能做出具有大规模采用潜力的生活方式和社交的应用。联合创始人们分享了他们对团队管理和流量增长的一些关键见解。然后，我们将讨论的重点转移到了 Web3 游戏的经济设计上。创始人们还分享了他们早期的创业经历。这是我在伍拾壹说里主持过的最有深度的聊天之一。推特 : @Stepnofficial 网站: https://stepn.com/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 In this episode we hosted three guests: Yawn & Jerry, the cofounders of STEPN, and Jason, the founder of Folius Ventures and a lead investor in the seed round of STEPN. We started the discussion with why Yawn and Jerry, both as serial entrepreneurs, decided to go after the start-up idea of Move2Earn. Three of them also discussed their view on why they believe that the team at STEPN best suits to deliver a lifestyle and social application with a huge potential of mass adoption. The cofounders shared some of their key insights of team management and traction boostrapping. We then shifted our focus of discussion to the economics design in Web3 games. They also shared their early entrepreneurial experience. It's one of the most insightful chats that I ever had at 51%. Twitter : @Stepnofficial Website : https://stepn.com/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.49 [CN] - 2211 & 0x128: Eyesfi & SphinxUP 如何赋能非应用类NFT藏家与艺术家 / Empowering the non-utility NFT Connoisseurs and Artists with Eyesfi & SphinxUP 1:08:23

לפני 3 years1:08:23

1:08:23

2211 和 0x128 是 Eyesfi 和 SphinxUp 的核心贡献者，这是一套旨在更好地满足 NFT 鉴赏家和艺术家需求的工具套件。这一集真的很令人兴奋，因为从这个对话中我第一次了解到为什么人们对生成艺术产生浓厚的兴趣。我们首先谈到了他们是如何开始对收藏产生兴趣的。然后深入探讨了生成艺术。作为收藏家，他们解释了迄今为止艺术家和鉴赏家尚未满足的需求，以及 Eyesfi 和 SphinxUp 如何努力更好地满足这些需求。我们还讨论了NFT交易和收藏市场的现状。推特 : @SphinxUp / @eyesfi_com 网站: https://www.eyesfi.com/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 2211 and 0x128 are the core contributors of Eyesfi and SphinxUP, a suite of toolkits that aims to better serve the need of NFT connoisseurs and artists. This episode is a truly exciting one because for the first time I learned about why people are intrigued by the generative arts. We first talked about how they started their interest in collecting the arts. Then took a deep dive into the generative arts. As collectors, they explained the unmet demand of the artists and connoisseurs as of today, and how Eyesfi and SphinxUP are working to better serve these demands. We also covered discussions around the conditions of the existing marketplaces. Twitter : @SphinxUp / @eyesfi_com Website : https://www.eyesfi.com/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.48 [CN] - George：REALY如何重新定义时尚与生活方式 / How REALY redefines Fashion and Lifestyle 59:43

לפני 3 years59:43

59:43

在开始 REALY 之前，George 深耕时尚行业。该团队多年来发现了该行业面临的许多挑战，并在 2018 年底决定利用crypto技术来解决一些问题。在这一集中，George 分享了 REALY 如何开始作为发行和交易 1:1 NFT 支持的实体时尚商品的平台，以及他们如何扩展自己以探索虚拟世界中的数字时尚。作为一个从实体商业开始创业的创始人，George 分享了他关于 Web3 组织之间的协作方式与传统行业中的公司的运作方式有何不同的看法。我认为这对目前从事传统业务但试图探索 Web3 潜力的创始人们来说，可能会是有用的一集。推特 : @RealyOfficial 网站: https://realy.pro/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 Before starting REALY, George was deep in the fashion industry. The team identified a lot of challenges of the industry over the years, and at the end of 2018 they decided to leverage crypto to solve some of the problems . In this episode George shared how REALY started as a platform that issues and trades 1:1 NFT-backing physical fashion items, and how they expanded themselves to explore the digital fashion in the virtual world. As a founder who started his entrepreneurship from business in the real world, George shared his view on how the collaboration ethos in the Web3 organizations is different from that in the traditional industry. I think this will be a useful episode among the founders who are currently doing the more traditional business but trying to explore the Web3 potentials. Twitter : @RealyOfficial Website : https://realy.pro/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.47 [CN] - Bowen & Harry: 一场隔离期间的Web3 吹水 / A Chit Chat Conversation about Web3 during the Quarantine 1:19:04

לפני 3 years1:19:04

1:19:04

昨天宝子在他的微信公众号上发布了一篇关于Web3的吐槽文章（也是一篇拖欠已久的）。我们几个决定今天聚在一起录制这个播客并讨论这些流行语：“Web3”、“metaverse”和“DAO”。我们回顾了很多东西，比如 Lino / dLive——Harry 和他的联合创始人曾经致力的东西。我们还谈到了计划投资这个行业的（传统）资金，以及来自传统背景的人才。我们结束谈话在关于 Web3 游戏，它也是让 Bowen 非常兴奋的事情。更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 Yesterday Bowen posted a roast article (also a long due one) about Web3 on his WeChat Official Account. We decided to get together today to record this podcast and talk about these buzzwords: "Web3", "metaverse", and "DAO". We reviewed a bunch of things, such as Lino / dLive - something that Harry and his cofounders used to work on. We also talked about the (traditional) money that plans to invest in this industry, and talents coming from the traditional background. We ended our conversation on Web3 gaming, something that Bowen is extremely excited about. For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.46 [EN] - Felix Xu: A Dialogue with an art NFT Collector and a Community Member of Hic Et Nunc / 一场和NFT艺术品收藏家和Hic Et Nunc社区成员的对话 1:02:10

לפני 3 years1:02:10

1:02:10

As the verticalization of NFT become more obvious, the NFT art circle has also been expanding significantly. Felix in this episode shared with us the how he got started in NFT art collecting and his involvement with Hic Et Nunc (HEN). As a community member of HEN he discussed some of the community governance proposal after the original creator of the platform left. If you're interested in why HEN had a loyal group of artists and community members, you should listen to this episode. Twitter : @felixmxu Hic Et Nunc's Website: https://hicetnunc.art/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 随着 NFT 的垂直化越来越明显，NFT 艺术圈也得到了显着的扩展。 Felix 在这一集中与我们分享了他如何开始 NFT 艺术收藏以及他在 Hic Et Nunc (HEN) 社区的参与。作为 HEN 的社区成员，他讨论了一些HEN的社区治理提案（在平台的初始创建者离开后）。如果您好奇 HEN 拥有一群忠实的艺术家和社区成员的原因，您应该收听这一集。推特: @felixmxu Hic Et Nunc 网站： https://hicetnunc.art/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

51% with Mable Jiang, Presented by Multicoin Capital

1
EP.45 [EN] - JC: Unique Value Proposition of Qilin as a Permissionleess Decentralized Perpetual Swap / 无准入去中心化永续合约麒麟的独特价值 57:08

לפני 3 years57:08

57:08

In this chat about Qilin protocol, JC discussed why permissionlessness and volatility are pivotal to decentralized derivatives protocols. He specifically expanded on the aspects of permissionlessness that Qilin enabled. We exchanged some views on certain things that DeFi enabled that CeFi did not. JC took a deep dive on the construction and design of Qilin, and the reason behind certain choices. He shared some of the observations (which they found surprising as well) in their testnet stats. At the end we also talked about the general decentralized derivatives space and their view on the multichain strategy. Twitter : @QilinProtocol Website: https://qilin.fi/ For more information about Multicoin Capital, please visit https://multicoin.capital/ . Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show. 在这次关于 Qilin 协议的探讨中，JC 讨论了为什么去中心化衍生品协议的关键是无许可和波动性。他特别强调了了麒麟启用的无许可包括的方面。我们就 DeFi 能做到而 CeFi 不能的某些事情交换了一些看法。 JC 对于麒麟的构造和设计以及某些选择背后的原因进行了深入展开。他基于在他们的测试网统计数据中分享了一些观察结果（一些令他们也感到惊讶的）。最后我们还谈到了一般的去中心化衍生品空间以及他们对多链策略的看法。推特: @QilinProtocol 网站： https://qilin.fi/ 更多信息，请移步官网 https://multicoin.capital/zh 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。…

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51% with Mable Jiang, Presented by Multicoin Capital « » EP.12 [CN] - 与缺氧老师聊聊DeFi估值之差异 / Discussing the Valuation Differences in DeFi with Yan Cai

EP.12 [CN] - 与缺氧老师聊聊DeFi估值之差异 / Discussing the Valuation Differences in DeFi with Yan Cai

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51% with Mable Jiang, Presented by Multicoin Capital « »
EP.12 [CN] - 与缺氧老师聊聊DeFi估值之差异 / Discussing the Valuation Differences in DeFi with Yan Cai