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Mable Jiang

HODLong 后浪

A Technology , Business and Entrepreneurship podcast

#170 in Technology · 🇦🇪 #175 in Technology · 🇸🇬
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About the show

Welcome to HODLong 后浪. This is a podcast hosted by Mable Jiang. This is THE ONLY BILINGUAL (EN/CN) PODCAST you need to follow. show attempts to shed light on the broader Web3 community, whether that being operators, investors, or ecosystem participants of other forms. 欢迎来到HODLong 后浪。双语播客你只需要关注这一个就够了。本节目由Mable Jiang主理，旨在和听众一起探索Web3 社区（项目运营者、投资人、其他生态系统参与者等）。

Newest episodes

Ep. 71: Dave：“市场发生结构性改变的原因是人发生了结构性改变”

54 min

本集概要：04:10 从短线交易转向更长周期与威科夫交易法08:02 实盘测试策略：为什么评估周期取决于交易频率12:12 什么是量化交易：把交易逻辑自动化16:01 加密市场常见的量化策略：从因子策略到做市19:59 Dave 的交易三部曲：标的、执行与风控21:54 趋势资金、基本面，以及持仓的难处24:02 Dave 如何看待价值投资者24:45 为什么过去的投资传奇受益于各自的时代27:01 市场的非理性与抛售中的机会29:56 资本关系网络与不断变化的竞争格局31:02 流体智力与晶体智力33:27 保持专注、应对碎片化信息，把事情做出闭环36:11 用 AI 安排工作与研究的优先级37:23 为什么玩耍能激发创造力、拉近人与人的距离40:02 建立个人影响力，找到志同道合的伙伴41:32 为什么策略开发者会选择公开交易44:09 年轻团队在新兴市场中的优势46:21 交易研究、冥想与长期规划49:34 值得关注的人，以及敬畏市场的提醒 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep. 70: 线索c：“不要迷信医学书上说的1%概率，放在个体上就是100%”

1 hr 6 min

本期要点 00:00 币安创作者奖：获得长视频类目第五名04:04 第一条爆款视频，以及走上交易之路的契机08:05 为什么稳定的牙医工作，始终是做交易的底气09:56 从接诊患者到面对市场波动，如何保持情绪稳定11:58 赚到一百万元后，什么变了，什么没变13:55 尝试多种交易体系后，为什么最终选择价格行为15:45 用大白话解释价格行为：读懂 K 线传递的信息18:06 市场背景、交易方向、入场点与止损位20:01 逐根 K 线分析，以及 Al Brooks 交易方法的由来22:01 不同交易系统有哪些共通之处，从不断叠加复杂度，到给交易系统做减法24:12 读懂市场背景，而非预测下一步走势26:06 为什么对 线索c 来说，价格行为比市场叙事更重要29:12 比特币现货、小仓位合约，以及一次难忘的 ETH 离场32:30 为什么每笔交易都必须设置止损36:14 精选交易机会、分享图表，以及坚持不带单39:17 教新手做交易，带来了哪些意外收获44:27 为什么价格行为在流动性差、容易被操纵的市场中难以奏效46:23 机构算法如何留下可识别的交易形态50:34 机构的目标价只是估算，并非定数55:23 错过交易就像错过一段感情：放下就好57:20 专注于自己认知范围内的交易01:01:09 为什么不建议全职交易01:04:01 为什么新手不该羡慕重仓豪赌 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep. 69: Ogle: Most of the time you're trading against yourself

1 hr 20 min

I restarted HODLong as a traders' talk and hosted Ogle as the first guest on the show.  Show Notes 00:00 How Ogle first got into trading as a kid 05:17 Growing up poor and developing a complicated relationship with money 10:52 Stepping back from public life, building companies, and returning to trading 14:09 Why deep research comes before making meaningful investments 18:23 The core thesis: revenue, real users, and value flowing back to token holders 24:53 How to research founders, incentives, and whether a business can sustain its model 27:00 Early bets vs. later entries: balancing risk, upside, and conviction 29:41 Position sizing and the idea of a “sleeping size” 32:19 A real-time example of resizing a position when part of a thesis breaks 36:29 The “wrong train” mental model for cutting a losing position 38:05 Why opportunity cost matters more than comparing investments directly 41:19 What makes a business defensible: moats, partnerships, and distribution 46:16 Self-worth, luck, and proving you can still perform 50:37 Why strong founders can still lose: timing, capital, and staying close to users 57:23 How better user experience helped reshape perpetual trading 60:04 Why investing is easier to pivot than building a company 61:44 Actively looking for evidence that disproves your thesis 65:40 Turning trading lessons into durable mental models 68:23 Ego, detachment, and why traders are often competing against themselves 70:34 Managing liquidity risk and preserving optionality in large positions 72:49 Social trading, signaling, and the danger of performing for an audience 78:25 Closing thoughts: social media, visibility, and the Panopticon     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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or oth...

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All episodes

Ep. 71: Dave：“市场发生结构性改变的原因是人发生了结构性改变”

54 min

本集概要：04:10 从短线交易转向更长周期与威科夫交易法08:02 实盘测试策略：为什么评估周期取决于交易频率12:12 什么是量化交易：把交易逻辑自动化16:01 加密市场常见的量化策略：从因子策略到做市19:59 Dave 的交易三部曲：标的、执行与风控21:54 趋势资金、基本面，以及持仓的难处24:02 Dave 如何看待价值投资者24:45 为什么过去的投资传奇受益于各自的时代27:01 市场的非理性与抛售中的机会29:56 资本关系网络与不断变化的竞争格局31:02 流体智力与晶体智力33:27 保持专注、应对碎片化信息，把事情做出闭环36:11 用 AI 安排工作与研究的优先级37:23 为什么玩耍能激发创造力、拉近人与人的距离40:02 建立个人影响力，找到志同道合的伙伴41:32 为什么策略开发者会选择公开交易44:09 年轻团队在新兴市场中的优势46:21 交易研究、冥想与长期规划49:34 值得关注的人，以及敬畏市场的提醒 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep. 70: 线索c：“不要迷信医学书上说的1%概率，放在个体上就是100%”

1 hr 6 min

本期要点 00:00 币安创作者奖：获得长视频类目第五名04:04 第一条爆款视频，以及走上交易之路的契机08:05 为什么稳定的牙医工作，始终是做交易的底气09:56 从接诊患者到面对市场波动，如何保持情绪稳定11:58 赚到一百万元后，什么变了，什么没变13:55 尝试多种交易体系后，为什么最终选择价格行为15:45 用大白话解释价格行为：读懂 K 线传递的信息18:06 市场背景、交易方向、入场点与止损位20:01 逐根 K 线分析，以及 Al Brooks 交易方法的由来22:01 不同交易系统有哪些共通之处，从不断叠加复杂度，到给交易系统做减法24:12 读懂市场背景，而非预测下一步走势26:06 为什么对 线索c 来说，价格行为比市场叙事更重要29:12 比特币现货、小仓位合约，以及一次难忘的 ETH 离场32:30 为什么每笔交易都必须设置止损36:14 精选交易机会、分享图表，以及坚持不带单39:17 教新手做交易，带来了哪些意外收获44:27 为什么价格行为在流动性差、容易被操纵的市场中难以奏效46:23 机构算法如何留下可识别的交易形态50:34 机构的目标价只是估算，并非定数55:23 错过交易就像错过一段感情：放下就好57:20 专注于自己认知范围内的交易01:01:09 为什么不建议全职交易01:04:01 为什么新手不该羡慕重仓豪赌 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep. 69: Ogle: Most of the time you're trading against yourself

1 hr 20 min

I restarted HODLong as a traders' talk and hosted Ogle as the first guest on the show.  Show Notes 00:00 How Ogle first got into trading as a kid 05:17 Growing up poor and developing a complicated relationship with money 10:52 Stepping back from public life, building companies, and returning to trading 14:09 Why deep research comes before making meaningful investments 18:23 The core thesis: revenue, real users, and value flowing back to token holders 24:53 How to research founders, incentives, and whether a business can sustain its model 27:00 Early bets vs. later entries: balancing risk, upside, and conviction 29:41 Position sizing and the idea of a “sleeping size” 32:19 A real-time example of resizing a position when part of a thesis breaks 36:29 The “wrong train” mental model for cutting a losing position 38:05 Why opportunity cost matters more than comparing investments directly 41:19 What makes a business defensible: moats, partnerships, and distribution 46:16 Self-worth, luck, and proving you can still perform 50:37 Why strong founders can still lose: timing, capital, and staying close to users 57:23 How better user experience helped reshape perpetual trading 60:04 Why investing is easier to pivot than building a company 61:44 Actively looking for evidence that disproves your thesis 65:40 Turning trading lessons into durable mental models 68:23 Ego, detachment, and why traders are often competing against themselves 70:34 Managing liquidity risk and preserving optionality in large positions 72:49 Social trading, signaling, and the danger of performing for an audience 78:25 Closing thoughts: social media, visibility, and the Panopticon     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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or oth...

Ep. 68 [EN]: AG: Stay Standing and Build Long Term with StandX

50 min

Show Notes:  00:00 Introduction and Background about StandX and DUSD (why build together?) 02:15 Evolution and Challenges of on-chain DEXs 08:15 User Needs under Current Market Dynamics 12:32 Product Design and User Experience 16:41 Other Perp DEXs 21:15 Risk Management and Regulatory Environment for Perp DEXs 24:58 Market Competition and Strategic Positioning 30:08 User Feedback and Product Iteration 34:18 Summary and Outlook X: @StandX_AG / @StandX_Official Website: https://standx.com/  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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep. 67 [EN]: Meow: the New Chapter of Jupiverse

1 hr 51 min

Show Notes:  00:00 The Journey of Self-Reflection 02:41 Understanding Failure and Fear 05:25 Defining Success and Failure 07:56 The Role of Trust in the Industry 10:13 Navigating the Crypto Landscape 13:03 The Evolution of Crypto Ventures 15:33 Lessons from Early Experiences 17:55 The Importance of User Value 20:44 The Impact of Market Dynamics 23:14 Reflections on Airdrops and User Engagement 26:01 Navigating Challenges in the Crypto Space 29:09 The Future of Crypto and Personal Growth 38:34 The Call for Decentralization 41:18 Building Jupnet: A New Era in Finance 43:59 Innovations in Authentication and Sequencing 48:49 The Multi-Chain Future: Embracing New Opportunities 51:06 The Role of Empathy in Leadership 59:54 Personal Growth and the Importance of Vision 01:04:06 Studio and the Challenges of Launching Projects 01:15:17 Focus on Building Strong Brands 01:17:44 Navigating Support Frameworks and Expectations 01:20:05 Leadership and Community Engagement 01:23:00 The Importance of Sustainable Project Support 01:26:18 Reflections on the JOO Token and Community Dynamics 01:36:26 Rebuilding the Token Narrative and Community Trust   X: @weremeow / @JupiterExchange Website: https://jup.ag/ 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep. 66 [EN]: Bryan: Stargate widens by joining the force of LayerZero

40 min

Show Notes: 00:00 Opening and self-introduction 01:23 The development history of Layer 0 04:37 Market competition and partners 06:47 Investment and market dynamics 09:26 Future outlook and strategic direction 16:33 The relationship between capital and the “interstellar arena” 19:10 Challenges of consolidation and the management environment 21:22 The impact of STG and market changes 24:05 Voting mechanisms and team participation 26:57 Buyback plans and use of funds 29:36 The development and future outlook of Layer 0 32:37 Comparison the experience working with PayPal and Plasma 35:45 Future challenges and opportunities X: @PrimordialAA / @LayerZero_Core  Website: https://layerzero.network/   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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.65 [EN]: Zen & Soju: Meteora finding its alignment through product innovation and user monetization

50 min

02:04 Crypto Journeys: Soju and Zhen's Backgrounds 04:27 Understanding Meteora: Current State and Future Vision 06:49 Lessons from Mercurial: Token Migration and Community Support 09:30 The Trump Token Launch: Behind the Scenes 12:23 Positioning for Future Celebrity Launches 14:59 Governance and Vetting Processes in Token Launches 17:46 Dynamic Bonding Curve: Innovations and User Experience 20:39 Dynamic Liquidity Market Maker: Features and Advantages 23:24 Challenges and Future Developments in DLMM 26:02 The Role of MET Token and Community Alignment 28:32 Revenue Utilization and Buyback Philosophy 31:10 Metrics for Success: Focusing on Fees 33:45 Future Vision: What Will Meteora Look Like in Six Months?   X: @MeteoraAG./ @0xSoju / @realdezen 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.64 [EN]: Vlad: Building a secure & low latency / cost trading venue Lighter on world's largest public blockchain

47 min

Show Notes: Chapters   00:00 Introduction and Background of Lighter 02:26 The Launch of Lighter and Its Features 05:25 Transition from Private to Public Beta 07:56 Trading Volume and Metrics 10:37 Open Interest and Volume Dynamics 13:31 Incentive Programs and User Engagement 15:56 Points System and User Behavior 18:42 Future Developments and Season Two 21:27 Verifiable Matching and Liquidations 24:09 Fee Structure and Token Philosophy 24:45 Retail vs. Professional Trading 27:12 Fee Structures and Trading Tiers 29:00 Latency and Advantages for Premium Accounts 32:43 Order Flow and System Verification 35:40 Single Sequencer Challenges 38:46 Auto-Deleveraging and Liquidation Processes 41:33 Criteria for Asset Listings 43:25 Community-Driven Regional Strategies 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.63 [EN]: Sehaj: Make Avantis a composable trading venue of assets worldwide

48 min

Show Notes: 00:00 Sahej's Journey into Crypto and DeFi 01:41 Building Avantis: Vision and Strategy 04:40 Choosing Base: Strategic Decisions 07:12 Market Dynamics and User Engagement 09:48 Innovative Trading Models at Avantis 12:30 Liquidity Provider Innovations 15:29 Tokenomics and Community Engagement 23:42 Strategic Buybacks and Growth Focus 26:22 Balancing Token Holder Incentives and Team Sustainability 29:00 Innovative Staking Mechanisms and Risk Management 31:12 Leveraging AMMs for Unique Trading Features 34:12 Scaling Open Interest and Market Maker Incentives 37:10 Governance Dynamics and Community Engagement 38:46 Navigating Partnerships and Market Dynamics 45:05 Future Roadmap and Technological Innovations   X: @0xSehaj / @avantisfi  Website: avantisfi.com 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.62 [EN]: Leonard: Make Aster a multi-chain DEX that competes with CEX

57 min

In light of the kick-off of Points Program Stage 3 of Aster I'm publishing this episode recorded on September 29, 2025 with Leonard, CEO of Aster, on Aster's value proposition, all things related to the token transparency, Aster Chain, and future plans 00:27 Leonard's Journey into Crypto 03:56 Defining Aster's Current and Future Vision 07:21 Aster's Unique Value Proposition 09:57 Governance and Decentralization in Aster 11:39 Leonard's Preference on Other DEX Products 13:39 The Dark Pool Design Explained 18:36 Tokenomics and Supply Dynamics 23:57 Genesis Stage 2 / 3 Points Program 28:16 Spot Trading and Liquidity Development 33:05 Postmortem on XPL Incident 35:31 Oracle and Tokenized Stocks 37:17 Token Buybacks Philosophy 43:04 Product Features and User Demographics 46:31 Aster Chain and Future Directions 51:02 Market Maker Program and Mobile App Development X: @LeonardAster/ @Aster_DEX  Website: https://www.asterdex.com/ 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.61 [EN]: Ogle: Navigating crypto mass adoption via the lens of America.fun & Glue Blockchain

1 hr 3 min

In this hyper-casual episode (probably one of the most casual episodes I've ever had 😂) I invited Ogle to talk about all things Glue and America.fun  00:00 Introduction and Ogle's Introduction 03:58 Exposing Industry Crimes 06:57 The Vision Behind Glue 09:15 User Acquisition  11:41 Bring Older Generations into Crypto 14:44 Glue's Onboarding Experience 17:13 Technical Architecture and the Use of Substrate 22:44 Future Plans for Glue and America.Fun 33:47 The Unique Features of America.Fun 36:42 Relationships in the Crypto Space 39:39 The American Ethos and Its Impact on Business 45:14 Project Launch Strategies and Community Engagement 52:16 Criticism and Haters in the Crypto World   X: @cryptogle 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.60 [EN]: Yoaquim: Flywheel Quanto.trade with cross-margining and multitude of assets

52 min

Note: there was a small piece (about 5 mins) missing from the recording (yes, sorry, Yoaquim rugged - he didn't finish uploading xd). If you want to see the full livestream, please go to: https://x.com/Mable_Jiang/status/1971575903491940630  01:34 Transition from VC to Building 04:22 Discussion on Quanto and Migration from OX 07:13 User Experience and Team  09:35 Handling User Funds 10:17 Choosing Solana as the Main Venue 12:28 Recent Market Events and Community Response 15:23 Design and Functionality of Quanto 18:05 Proof of Reserves and User Verification 20:35 Withdrawal Processes and Risk Management 22:22 Tokenomics and QTO Flywheel 31:13 Future Plans and Partnerships 34:02 Market Expansion and Asset Listings   X: @yqboom / @quanto Website: https://quanto.trade/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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.59 [EN]: Santiago R Santos: Creating a perpetual business to bring more people on chain with Inversion

1 hr 9 min

I haven't caught up with Santi for a while. In light of his recent raise I invited him for the first time to HODLong. In this conversation he shared a lot of his thinking about why he hop on to the founder seat and built Inversion. Full of genuine takes and insights - a highly recommended episode. Inversion is hiring!   00:44 Santiago's Early Interest in Crypto 05:07 The Challenges of Startups in Crypto 07:54 Inversion: A New Approach to Business Efficiency 11:14 Defining Inversion for Non-Crypto Users 15:19 Targeting Telecom and Financial Services 20:19 Interoperability and Existing Crypto Companies 26:36 Acquisition Strategy and Market Dynamics 36:08 The Future of Consumer Adoption in Crypto 36:53 Investor Dynamics and Strategic Partnerships 41:25 Acquisition Strategies and Business Integration 44:44 Target Markets and Regional Insights 49:53 Building a Sustainable Business Model 52:25 The Importance of Timing and Market Readiness 55:42 The Transition from Investor to Founder 58:24 Ego, Confidence, and Leadership in Entrepreneurship 01:03:41 Mission Alignment and Team Dynamics   X: @santiagoroel / @inversion_cap Website: https://www.inversioncap.com/ 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.58 [EN]: Kyle Samani: Forward and onwards - the job is not done with Solana

44 min

00:00 Introduction - Kyle & Forward Industries 05:13 Investment strategies & Why Kyle believes that the convertible and perpetual preferred structure works far better for a SOL DAT  07:54 SOL acquisition opportunities (from whom the SOL are from?) 10:22 Governance role and management team building 15:46 On chain yield strategies 18:27 Latest Take on SIMD-228 - an updated view on Solana native yields 24:12 Evolving perspectives on DATs and understanding the SEC Vision  25:22 Solana's infrastructure for global securities trading 27:50 Internet Capital Markets 28:54 Entertainment Finance: The next frontier; Pump & Kalshi 35:00 Some misses in the past three years 41:32 The job is not done Website: Multicoin.capital X: @KyleSamani / @fwdind   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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.57 [EN]: Serpin Taxt: Ethos building the next gen on-chain credential Layer

54 min

I really enjoyed this conversation with Serpin Taxt, the cofounder of Ethos Network. Please note that this episode is recorded a month ago, so the information may be a bit delayed (sorry I was busy this month). Show Notes:  Early background and how Ethos got startedReview and discussions around Friend.techAbout negative review and slashes’ long term impactThe product overviewScoring algorithm and its opennessEthos’s incentive alignment designViews on multi-chainThe potential demand of cheaper blockchain costs and the problem’s outlookPotential DeFi integration in the prospectThe discussions about newly proposed rulesCold start and high quality user acquisition problemWebsite: https://ethos.network 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.56 [CN]: Jonny: Sidekick 引领 Web3 直播不走寻常路

1 hr 11 min

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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.55 [CN]: Richard: Huma Finance 提升跨境金融效率探索低风险RWA

57 min

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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.54 [EN]: Chaofan: Scaling Solana with Solayer's Infini SVM

37 min

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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for inf...

Ep.53 [CN]: Sam Gao: ELIZA OS白皮书作者聊聊写作AI人物史与ELIZA v2

56 min

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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.52 [EN]: Armani Ferrante: Backpack and its multi-cycle ambition

57 min

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 / @Backpack Website: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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...

Ep.51 [CN]: 汉洋 & 重轻： Funes想要建模全世界（真的不是元宇宙批评）

1 hr 29 min

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 ...

Ep.50 [CN]: Haze: 早安晚安都要优化产品体验的GMGN

51 min

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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.49 [EN]: Nico: Sailing with OX.FUN in the first meme bull market

48 min

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 / @OXFUNHQ Website: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.48 [EN]: Joanna Zeng: Bringing the Best of SVM to scale Ethereum SOON

36 min

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 / @justsayuluvjo Website: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.47 [EN]: Weekee Tiew: Virtuals is here for years, and let's first grow the agent performance

44 min

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 👀When it comes to execution related to capital, it’s safer to let a few different agents control each other’s access. Have you seen any effort by people to use an agent developed under a certain framework to curb or hedge against what one agent developed under another framework? Do you have any plan to update the GAME framework, and launch a pro version? As we know that low-code is perfect for the normies, but may restrict what people can accomplish with the framework. How are you thinking about integration with any TEE? For example Flashbots has been working heavily on it. A question about your tokenomics. I think you guys have been mentioning that your economic model...

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

47 min

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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

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

47 min

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 / @DangerWillRobin Website: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

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

55 min

这期聊得很开心，对主权个人和数字游民话题感兴趣的听友，不妨一听～ 本期概要： Sign 是什么Sign 的发展历程Sign 的业务，为什么拓展那些模块Sign 如何帮助数字游民更方便地生活如果更多的人开始广泛的旅行，这个世界一定会变得更美好在Country-as-a-service的潜在可能性背景下，Sign 扮演的角色和一些小国家的合作缘起、过程弱主权国家需要的基础设施赛博朋克作品中描绘的未来与我们今日的现实生活  Website： https://sign.global/ https://signpass.world/  https://www.tokentable.xyz/ Twitter（X）：@ethsign / @realyanxin / @sign If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

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

1 hr 7 min

这一期绝对不是关于MegaETH最技术导向的播客（对技术解决方案有兴趣的可以去找 Monad 和 MegaETH 联合创始人辩论的那一期），但有可能是最有温度也最真实的一期。我和Shuyao 聊了很多以太坊生态的过去和现在，以及MegaETH的未来。   本期概要： Shuyao的背景。最初是怎么了解到以太坊的？在做 MegaETH 之前的有趣经历对以太坊和对 Solana 这两个社区的真实感受？Shuyao 趣谈以太坊的出路 👀如何把 Web2 的开发者带进来？MegaETH 联合创始人的学术和工作背景MegaETH 是在大家基本上接受了以太坊二层的定序器（sequencer）可以是中心化的这一背景下出现的，你能给大家简单讲讲megaeth的设计思路取舍吗MegaETH 架构里一个很重要的设计是把节点性能分成四种、把节点工作的要求解耦的设计今时今日如此多的L2，能跑出来的出路是什么：关于精挑细选的孵化器MegaMafia希望什么样的项目在MegaETH上长出来什么是MegaETH 能帮到 MegaMafia 的项目做的，什么是帮不上的？主网的上线预期？关于发币怎么想的？  Website：https://megaeth.systems/ Twitter（X）：@megaeth_labs If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.42 [CN]: Ran: Orderly 贯穿链上流动性层的愿景

43 min

本期概要： Ran的背景。做传统金融的那些年都有什么比较有意思的经历？后来是哪一年决定开始进入这个行业？契机是什么 现在Kronos的发展情况、团队规模。后来为什么做了Woo Trade，然后到现在的Orderly？Kronos自己作为流动性参与方，觉得在2020-2022年这个周期阻碍更机构化的大钱进入defi最大的瓶颈是什么？这个周期有好转吗？ Orderly 的入口和流量；Orderly上面接的L1 和 L2 的交易量格局变化会觉得跨链流动性是个阶段性命题么？从这个周期开始，大家开始有一个展望，觉得未来合规交易所 / 一些在野的交易所 / 链上订单簿交易所会三分天下。作为Orderly创始人，未来会展望什么样的格局变化？ Orderly 未来如何计划构建和完善其生态系统Website： https://link3.to/orderlynetwork_ Twitter (X): @OrderlyNetwork  If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

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

54 min

本期概要： 今天在奥斯汀的Consensus大会，你们发布了自己的品牌升级和新项目——一个叫Gravity的一层网络。之前你们也把通证从GAL改名为G。你们现在的品牌下产品的定位？什么契机让你们想要做链抽象；用人话解释一下什么是链抽象？为什么决定要做自己的一层网络？Gravity 对于初期增长是怎么考虑的？两年前，你们当时还不叫Galxe而是叫Project Galaxy，那个时候你们更多的是定位自己是一个数据凭证的协议。你们现在的app有哪些？关于类Galxe的数据服务，我一直有个感受是这类项目现在已经是非常大宗商品化或者同质化了。它本质上是一个心智游戏。当你没有成为品类第一占领用户绝对心智之前，你是没有什么护城河的。很多后起的竞品当时开始做和你们一样的事情但是服务的更好，你们已经起规模了因此不能再做以前那样精品服务的事情了。那么这一年多以来你是怎么样让Galxe 逐渐拉开差距，成为用户心智里的绝对第一的呢？有基金在早期评估的时候也会说觉得你们做的这个是个好生意，但不是可以规模化的，另一种声音是说觉得你们给各个项目方做交互活动的这个生意本身可能是昙花一现的、难以持续。这些评论你怎么看？你觉得当时21年创业的你，有想过会走到今天这样的规模么？是什么驱使着你不断进步和往上走？三年来你对这个行业有什么崭新的认知？任何你改变看法了的东西。Website： https://www.galxe.com/  https://gravity.xyz/ Twitter（X）：@Galxe /  If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

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

46 min

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 / @davijlu Website: 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=1000552004707 https://open.spotify.com/episode/1xe3CApB1GBlnGAeXJCP8a?si=FFhZRjdyTGuGDRrUFOZRRw https://www.xiaoyuzhoufm.com/episode/62163ea766ab6f1364079a9a   If you like this episode, you're welcome to tip with Ethereum / Solana / B...

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

54 min

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 / @ZhuoxunYin Website: 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=1000568891660 Spotify: https://open.spotify.com/episode/6Xh9v6WIaBI4xZlbO4Ze57?si=sVLDOKGJRJ28kbf_qIJO7Q  Xiaoyuzhou: https://www.xiaoyuzhoufm.com/episode/62c448a7f271db566a67765d If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Impor...

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

58 min

节目概要： BMAN的自我介绍ABCDE 建立时的初心，想要做一个怎样的基金？ 这一轮似乎很多基金能够接触到的项目还不如一些创始人和天使，在这样的一个市场环境下，你们是怎么定位自己的策略的，怎么打出你们的区分度？你们在这一年多品牌建设卓有成效，尤其是你们在开发者中的声望，在这块你们做了哪些工作？你们现在觉得自己比较有优势的赛道有哪些？这两年投出了什么经典案例？有什么方向是你们会避免、觉得自己不擅长的？基建可能是你比较擅长的领域，但是你也喜欢消费应用类的东西。很明显现在二级市场对应用类产品溢价并不多，你觉得这个会是一个长期现象么？这个周期，你会觉得出来的创新的东西不如18、19年那轮熊市多么？是行业发展到了这个阶段的必然瓶颈么？对于比较容易同质化 / 大宗商品化（commoditized）的项目，比如各种rollup和DA，你们的态度？怎么看各种模块化和全局区块链未来发展的趋势？这个市场里，二级市场的价格发现周期可以特别的长，二级市场也有很多机会。现在越来越多的基金会做混合策略，为什么主要做一级市场投资呢？香港 vs 新加坡，从开发者、生态圈、投资人的角度，说说你的感受？  Website：https://www.abcde.com/ Twitter（X）：@ABCDELabs If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

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

39 min

节目概要： Justin 的自我介绍Dappio是做什么的？是怎么决定开始做Zeus Network的？为什么Solana生态上应该有比特币跨链协议，需求在哪里？Zeus Network的跨链通讯是怎么工作的，和 Thorchain / LayerZero的区别关于安全：在 Zeus Network的设计里双层签名机制是如何运作的，什么时候会启用offchain的签名？如果极端情况下有人想做恶，那理论上他们可以通过自己成为节点的方式来批准本来是没有批准的交易的，这部分的作恶成本。是否会担心用经济假设来保证机制的运转会有一定的风险（类似Op-rollup的同样问题）？在挑战期有节点指出问题，后续会怎么操作？如何考虑支持链的数量和安全性的平衡？从普通用户的角度，他们可以如何参与Zeus 协议、使用zBTC？近期的工作重点是什么，后续一些GTM的分享和计划你们公布了投资人名单，里面包括了Stack的创始人和Solana的创始人。投资人在未来发展扮演的角色？  Website：https://zeusnetwork.xyz/ Twitter（X）：@ZeusNetworkHQ / @dappiokeeper If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.36 [CN]: Johnny：编织 Gas Hero 的英雄梦

1 hr 14 min

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.com Twitter（X）：@GasHeroOfficial If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

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

1 hr 2 min

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/home Twitter（X）：@SleeplessAI_Lab   If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

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

1 hr 21 min

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/matr1xofficial Twitter（X）：@Matr1xOfficial / @poemran   如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG   重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。   Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show.   If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

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

1 hr 5 min

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.xyz Twitter / 推特私信：@HanyangWang   如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG   重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。   Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show.     If you like this episode, you're welcome to tip with Eth...

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

1 hr 6 min

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 / @BriceVong Website：https://mjmeta.io/   如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG   重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。   Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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 dis...

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

1 hr 5 min

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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG   重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。   Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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 in...

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

42 min

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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG   重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。   Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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...

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

1 hr 15 min

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_lay2 Website: accountlabs.com   如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG   重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。   Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

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

38 min

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 / @PacmanBlur Website: https://blur.io/       If you enjoyed this episode, please feel free to tip in ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG   重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。   Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable...

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

50 min

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：@0xsudogm Website: https://www.dragonfly.xyz/   如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG   重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。   Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。Mab...

Ep.26 [CN]: Jerry: 从 Space ID 开启的数字身份探索之旅

45 min

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：@SpaceIDProtocol Website: https://space.id/   如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG   重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。   Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.25 [EN]: Bryan Pellegrino: the immense possibilities of omnichains to be unlocked with LayerZero

35 min

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 / @PrimordialAA Website: https://layerzero.network/       If you enjoyed this episode, please feel free to tip in ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG   重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。   Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.24 [EN]: Ye Zhang: Building Scroll's zk-EVM with a grassroot-driven mindset

50 min

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 / @yezhang1998 Linktree: https://linktr.ee/scroll_zkp Website: https://scroll.io/       If you enjoyed this episode, please feel free to tip in ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG   重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。   Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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 p...

Ep.23 [CN]: Hypesaints：打造一个Web3 游戏厅和共创体验社区

52 min

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：@HypeSaintsNFT Website: https://hypesaints.xyz/ Hypesaints NFT     如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG   重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。   Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin: 如果喜欢本作品，欢迎打赏ETH/SOL/BTC： ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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。

Ep.22 [CN]: Solana 沉浮录：很多的偶然与少许的必然

1 hr 3 min

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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20 SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt BTC: 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-distribution Avalanche: https://messari.io/asset/avalanche/profile/launch-and-initial-token-distribution Near: https://messari.io/asset/near-protocol/profile/launch-and-initial-token-distribution Solana: https://messari.io/asset/solana/profile/launch-and-initial-token-distribution Multicoin 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/#prizes Solana基金会对于和FTX / Alameda 相关联资产的澄清：https://solana.com/news/solana-facts-ftx-bankruptcy Raj的推特：https://twitter.com/rajgokal/status/1608320254463348736 Electric 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...

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