02:04 Crypto Journeys: Soju and Zhen's Backgrounds04:27 Understanding Meteora: Current State and Future Vision06:49 Lessons from Mercurial: Token Migration and Community Support09:30 The Trump Token Launch: Behind the Scenes12:23 Positioning for Future Celebrity Launches14:59 Governance and Vetting Processes in Token Launches17:46 Dynamic Bonding Curve: Innovations and User Experience20:39 Dynamic Liquidity Market Maker: Features and Advantages23:24 Challenges and Future Developments in DLMM26:02 The Role of MET Token and Community Alignment28:32 Revenue Utilization and Buyback Philosophy31:10 Metrics for Success: Focusing on Fees33:45 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
Show Notes:Chapters 00:00 Introduction and Background of Lighter02:26 The Launch of Lighter and Its Features05:25 Transition from Private to Public Beta07:56 Trading Volume and Metrics10:37 Open Interest and Volume Dynamics13:31 Incentive Programs and User Engagement15:56 Points System and User Behavior18:42 Future Developments and Season Two21:27 Verifiable Matching and Liquidations24:09 Fee Structure and Token Philosophy24:45 Retail vs. Professional Trading27:12 Fee Structures and Trading Tiers29:00 Latency and Advantages for Premium Accounts32:43 Order Flow and System Verification35:40 Single Sequencer Challenges38:46 Auto-Deleveraging and Liquidation Processes41:33 Criteria for Asset Listings43:25 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
Show Notes:00:00 Sahej's Journey into Crypto and DeFi01:41 Building Avantis: Vision and Strategy04:40 Choosing Base: Strategic Decisions07:12 Market Dynamics and User Engagement09:48 Innovative Trading Models at Avantis12:30 Liquidity Provider Innovations15:29 Tokenomics and Community Engagement23:42 Strategic Buybacks and Growth Focus26:22 Balancing Token Holder Incentives and Team Sustainability29:00 Innovative Staking Mechanisms and Risk Management31:12 Leveraging AMMs for Unique Trading Features34:12 Scaling Open Interest and Market Maker Incentives37:10 Governance Dynamics and Community Engagement38:46 Navigating Partnerships and Market Dynamics45:05 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
In 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 plans00:27 Leonard's Journey into Crypto03:56 Defining Aster's Current and Future Vision07:21 Aster's Unique Value Proposition09:57 Governance and Decentralization in Aster11:39 Leonard's Preference on Other DEX Products13:39 The Dark Pool Design Explained18:36 Tokenomics and Supply Dynamics23:57 Genesis Stage 2 / 3 Points Program28:16 Spot Trading and Liquidity Development33:05 Postmortem on XPL Incident35:31 Oracle and Tokenized Stocks37:17 Token Buybacks Philosophy43:04 Product Features and User Demographics46:31 Aster Chain and Future Directions51:02 Market Maker Program and Mobile App DevelopmentX: @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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
In this 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 Introduction03:58 Exposing Industry Crimes06:57 The Vision Behind Glue09:15 User Acquisition 11:41 Bring Older Generations into Crypto14:44 Glue's Onboarding Experience17:13 Technical Architecture and the Use of Substrate22:44 Future Plans for Glue and America.Fun33:47 The Unique Features of America.Fun36:42 Relationships in the Crypto Space39:39 The American Ethos and Its Impact on Business45:14 Project Launch Strategies and Community Engagement52:16 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
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 Building04:22 Discussion on Quanto and Migration from OX07:13 User Experience and Team 09:35 Handling User Funds10:17 Choosing Solana as the Main Venue12:28 Recent Market Events and Community Response15:23 Design and Functionality of Quanto18:05 Proof of Reserves and User Verification20:35 Withdrawal Processes and Risk Management22:22 Tokenomics and QTO Flywheel31:13 Future Plans and Partnerships34:02 Market Expansion and Asset Listings X: @yqboom / @quantoWebsite: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
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 Crypto05:07 The Challenges of Startups in Crypto07:54 Inversion: A New Approach to Business Efficiency11:14 Defining Inversion for Non-Crypto Users15:19 Targeting Telecom and Financial Services20:19 Interoperability and Existing Crypto Companies26:36 Acquisition Strategy and Market Dynamics36:08 The Future of Consumer Adoption in Crypto36:53 Investor Dynamics and Strategic Partnerships41:25 Acquisition Strategies and Business Integration44:44 Target Markets and Regional Insights49:53 Building a Sustainable Business Model52:25 The Importance of Timing and Market Readiness55:42 The Transition from Investor to Founder58:24 Ego, Confidence, and Leadership in Entrepreneurship01:03:41 Mission Alignment and Team Dynamics X: @santiagoroel / @inversion_capWebsite: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
00:00 Introduction - Kyle & Forward Industries05:13 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 building15:46 On chain yield strategies18:27 Latest Take on SIMD-228 - an updated view on Solana native yields24:12 Evolving perspectives on DATs and understanding the SEC Vision 25:22 Solana's infrastructure for global securities trading27:50 Internet Capital Markets28:54 Entertainment Finance: The next frontier; Pump & Kalshi35:00 Some misses in the past three years41:32 The job is not doneWebsite: Multicoin.capitalX: @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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
这期里面Sidekick 联合创始人 Jonny 展现了自己非常真实的一面，听了之后你就会理解这个团队的一些过人之处～本期概要：团队背景最开始进入直播行业的历程：从网鱼到比心创业路上一次又一次的挫折：疫情、俄乌战争 目前在sidekick上的直播流程和体验在推特上或者做私域社区很优秀的KOL，未必是好的主播。好的主播需要什么特质？目前势头在往上走，做对了什么流量和买盘是一个东西吗长期Sidekick的愿景？Sidekick 是怎么考虑自己做交易的X: @HeyfishYC / @Sidekick_Labs网址：https://sidekick.fans/ If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
本期概要：Huma 是什么，它的商业模式？“PayFi”的理念是什么传统 DeFi 借贷多以超额抵押加密资产为主，而 Huma 提供基于未来收入或应收账款的融资。你们的核心借贷机制是如何实现的？与传统借贷协议相比有哪些创新之处？Huma 此前与跨境支付服务商 Arf 完成了合并，获得了更强的合规资质和全球支付网络能力。这项战略举措对你们服务现实金融场景起到了怎样的作用？Huma 如何将 Arf 的优势融入自身平台？在风控和清算机制上，Huma 如何保障借贷的安全性？能否介绍一下你们的风险管理模型以及发生违约时的清算流程？你们近期推出了 Huma 2.0，请问能讲讲这个升级主要包括哪些方面吗？你怎么看Defi 协议大家很在意的TVL？你认为用 TVL 来作为参数评估一个协议的优势和劣势在哪里？ Huma 协议设计了怎样的代币经济模型？HUMA 代币的主要功能定位是什么？在更多现实世界资产（RWA）与链上金融融合方面，Huma 有怎样的战略规划？ 未来在多链部署上有何规划？是否考虑扩展到更多公链？Huma 在创业的过程中，有没有什么一些应用场景是原来没想到，被用户需求激发的？在Web3 创业的一些心得和感受？Huma Finance未来会开放给更多的应用在上面建设吗？X：@humafinance / @DrPayFi网站：https://huma.finance/ If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
In this episode I hosted Chaofan from Solayer - I learned something new about Solana validators in this episode! Dive in and learn about how Solayer scales, how it works on sandwiching, and how they view talents. Show Notes:Your background and journey to SolayerIs it possible to run the same thing on Ethereum with Solayer’s approach? Compare the technical approach of Eigenlayer with Solayer?In your 2025 roadmap, why did you decide to expand from a restaking protocol to a hardware accelerated SVM Chain? How does the end user experience look like? What other blockchains, from a technical standpoint, would you compare and contrast yourself with? Do you consider yourself an L1 or L2, or does this differentiation matter?How does Solayer push 1M TPS state sync efficiently to thousands of nodes It is mentioned that solayer made use of state of the art AI technologies in accelerating the chain. Can you tell us more about it?Users are sandwiched while trading on Solana with some losing millions of dollars. What’s your view on this and how does Solayer plan to address this problem?How does this roadmap tie to the issuance and circulation of sUSD and sSOL? What’s your personal take on SIMD-228? Why did you guys decide to sell 10% of your SIMD-0228 vote on Meteora?Why do you guys do quite a bit lot of “public good” works that may not necessarily directly benefit Solayer? For example trying to save the fund that 1inch’s MM got hacked and in some other cases you tried to publish the details of security incidentsI saw that you are hiring a security researcher for 1MM a year. Is that real? If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
本期邀请到了ELIZA OS白皮书的联合作者Sam Gao给我们唠唠他写作关于 AI 人物史传记的心得（这期不是特别Web3），对于AI科技史上重要人物的故事有兴趣的朋友可以一听～p.s. 这一期其实二月中旬就录制了，但是一直没来得及剪辑放出，致以歉意～本期概要：自我介绍给听众介绍一下之前写过的那本《青稞.人物志》AI 领域的大神里面成名之前的人生故事现在特别早期的一些尝试里面我们能看到AI 项目会利用Web3的激励网络来做人类资源的调度。你觉得 AI和web3的两条线会是一个怎样的发展趋势和线程？你怎么看Minimax的创始人闫俊杰说的“在现在这个阶段为了产品化对技术进步作出牺牲不可取“的这个观点？2025年很多人认为是 Agent 之年，甚至比如零一万物的创始人李开复会认为今年是AI商业化的关键一年。从你的角度，你怎么看Agent？如何看待Web3背景下AI Agent 25-26年的发展？你会想要投资怎样的创业者？很多开发者对于Eliza v2 的发布都比较关注。Eliza v1 的一些问题，和v2 作出的优化Twitter（X）：@samuel_ys92 If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
In this episode I had the CEO of Backpack, Armani Ferrante on. It was a great conversation in their Tokyo office. Our conversion covered from his view on centralized exchanges to what he thinks of non-custodial wallets. We also discussed a lot beyond the business of Backpack. If you're interested, you should tune in yourself!Show Notes: The background of Armani, and the history of BackpackWhat does a FTX-shaped hole in the market look likeHow and why important centralized exchanges are to the industryCongratulations on your public beta that was announced 2 weeks ago. Since the launch, what were the exciting updates?You guys have been working hard long before this Public Beta. What were some of the preparation work?The pivotal licenses to acquireThe important markets for BackpackWeb3 teams in the US under Trump administrationInstitution volume vs retail volumeMobile experience of Backpack - no separation of the wallet and the centralized exchangeAccount abstraction wallet as an ultimate solution for the inconvenience led by self-custodyBackpack Exchange’s roadmap in the next 6-12 monthsLearnings from FTX: being normal is underrated - "be a redwood"Coinbase is a role modelBase as a community and L2’s centralized sequencer challengesThe next page of NFT - status signaling and digital life mattersX: @armaniferrante / @BackpackWebsite: https://backpack.exchange/ If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
本期摘要：你们说自己“在发明一种爱好，类似没有滑板的时候在发明滑板或者巴塔哥尼亚那个哥们在从头发明攀岩装备。”你们怎么告诉别人Funes是什么？复杂的爱好是一种商业模式，需要成立公司来运营和发展谁最需要你们？谁是你的长期社区成员？怎么找到这些最初的核心用户？从重轻的文字里读出来你并不喜欢元宇宙这个概念，是因为虚假和幻觉么？元宇宙批评之我真的没有故意把重轻放在火上烤：真实的世界是复杂的Funes的每个合伙人写了一篇关于Funes的文章。可达那个让我印象很深刻，说的是关于他的教授言传身教让他们做考古研究观察这个世界时不要有预判和分别心。所以我很好奇，做3D模型以后有改变你们看这个世界的方式么。在美国锈带和土耳其的经历通过网上冲浪找到的废墟网站及通过这些冲浪拍到的莫名其妙的东西Funes是一个内容公司，再聊如何找到社区核心成员关于Funes潜在的激励网络（相信我这段对话一定不是你想的那样）模型链接：（苹果手机可以直接在网页中观看 AR 版，如遇卡顿可用电脑打开）[路边杆子上的飞车 A Car on A Pole in Bethlehem Township](https://funes.world/models/#ACarOnAPoleInBethlehemTownship)[高速旁的巨大鳄鱼 "Saint" Alligator Bonfire](https://funes.world/models/#SaintAlligatorBonfire)[辽中京大名塔，Funes 一开始想扫描的类型：辽塔](https://funes.world/models/?q=dam#DamingPagoda)这个汉洋不记得提到没有但是来都来了就放上去吧：[七台河的筒子楼](https://funes.world/models/?q=qita#KhrushchevkaInQitaihe) Blog（发刊词）:[丰泽：我为什么加入 Funes：为我们铁证如山的未来](https://funes.world/blogs/index.html#why-i-joined-funes/zh)[可达：细密的人间](https://funes.world/blogs/index.html#cosmos-in-detail/zh)[汉洋：张昭的题记](https://funes.world/blogs/index.html#zhang-zhaos-story/zh)[徐缓：从无数个念想开始](https://funes.world/blogs/index.html#staring-from-a-thousand-of-wishes-by-huan/zh)[轶轩：风铎的声音](https://funes.world/blogs/index.html#the-sound-of-wind-chimes/zh)[重轻：Funes 在筹集什么？](https://funes.world/blogs/index.html#what-are-funes-gathering/zh) [可达、重轻和汉洋的播客《山有虎》，各大泛用型播客客户端都能搜到，他们接下来也会基于模型做节目] (https://shanyouhu.xyz/)Twitter（X）：@HanyangWang / @Funes_World If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
这个节目的标题我没有想到一个特别出彩的但我很坦然，因为这一集也是一样：没有极其惊艳的大道理或者洞察，但是聊完之后你却更觉得Haze 和 GMGN 团队的优秀之处。他们在细节处见真章。在访谈的最后一个问题，你可能会期待他回答一些特别厉害的东西，但是他的回答仍然是那么朴素。这大概就是GNGM的成功的秘诀吧，坚持，用心。这一周过去了我跟 Haze 感慨，所有人都吹捧你的感觉真是神奇，他淡淡地回答：风口上而已。没了风，就没有这些了。Show Notes:GMGN的前世今生：最开始这个想法是怎么孕育的，核心用户是从什么渠道积累的产品迭代经历了哪些阶段GMGN 做社区的特点是老板自己也下场吗你觉得你们做产品这么多年积累下来的哪些经验和基础设施的优势在迭代GMGN时对你们有所帮助？功能迭代的流程你们最近支持了BNB Chain，很多业内人士开玩笑说你们收到了BNB Chain最高规格的接待。有一个很资深的在 BNB Chain 上做开发的朋友的观点是你们最初支持BNB Chain时还没有针对BNB Chain做太多优化。所以从那时到现在的变化是什么？BNB Chain 或者其他一些EVM链，相比Solana，最大的区别是什么memecoin真的有多链同时交易、链抽象前端和产品体验的需求吗海外与国际化：假设你们觉得Solana 长期还是很值得深耕，是否考虑全球化Memecoin 交易的下半场，你觉得在白热化的竞争里面，持续保持优势甚至拉开别人一头差距的重点在哪 Website：https://gmgn.ai/app Twitter（X）：@haze0x / @gmgnai If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
Shownotes:Self-introHow does it feel working on a project full time for an extended period of time?For those who don’t have any context Su Zhu had a “Supercycle” thesis for Ethereum in the previous bull run. So tell us under today’s context, what’s a Supercycle?!Why shifting from OPNX to OX.FUN?You guys are laser focused on Perps right now. I know you thought about doing a Launchpad but decided not to. What was the thought process?What kind of audience and market do you think you captured in the recent run-up? Who are your major users?You decided to go for a lot of OX pairs - that was definitely a bold move. Why so?What do you think about outcompeting other players in the space in the long run?Your feelings about all these different L1/2 ecosystems.Your view on Ethereum now?Mindshare perps. We preliminarily discussed this possibility before. Any plan on that?What are the major focuses on 2025 for OX?Your personal goal in the new year?!Twitter: @nicodotfun / @OXFUNHQWebsite: https://ox.fun/en If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
Show Notes:What brought you into into cryptoIntroduction of SOONThere were so many scaling solutions available. What was the thinking behind launching soon at this time? What’s the mission and vision behind?The mindshare around SOON has been growing lately. What did you guys do? What was the focus? How do you think about differentiation of SOON other than the scalability issues?Why did you go for a decoupled SVM design versus a forked one? What’s the tradeoff?What was the tradeoffs in the Fraud-Proof Security?And you took a modular approach for the architecture?What have you prepared in terms of developer incentives and programs?Any exciting partnerships coming up?What’s next?Twitter: @soon_svm / @justsayuluvjoWebsite: https://linktr.ee/soon_svm If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
In this episode I interviewed Wee Kee, the co-founder of Virtuals. From here and there in the conversation you can tell that Virtuals team is a pragmatic and perseverant one. To build a successful product in this fast moving industry, there's no fast track but stay on the table and keep grinding. Shownotes:You guys have been dominating mindshare amongst all the crypto native folks lately. So first of all congratulations! But still would love to hear how you introduce yourself to our audience. There were quite many platforms that empower developers to launch agents. What key factors do you think led you to where you guys are today?Do you think the diversity of the agents came from the no-code requirement?What are some of the agents that grew from Virtuals that left people an impression? Also about Multimodality. What are the best performing categories for agents developed with GAME?How do you decide whether you’re going to co-marketing with one of the ecosystem agents?I read on Messari that you guys have integrated Farcaster, but I haven’t seen a lot of news that you guys are pushing on that front. Any plans? I was particularly interested to hear your answer on this one, because looks like with a web3 native social network, an agent developed under GAME framework will be capable of doing a lot more 👀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 is designed to be more like an L1? What do you think about your business model?I'd be curious to hear your take on all these diff models: FT was so profitable even with way less volume because it takes a good % fees throughout the whole lifecycle; pump only takes fees in the initial bonding stage; virtuals accrues fees to the LP but in 10 years most of these agents will all go to 0 likely so one side of the LP will be 0 - the other side is virtuals -> so this is a burn mechanism?What’s your view on $SWARMs, $ai16z, and Spore?Why did you decide to do a tour in mainland China? Any other community / partnership plan for the next 6 months you’d like to share?Twitter: @virtuals_io / @everythingempt0Website: https://app.virtuals.io/ If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
是什么启发 Kaito 团队从最开始的面向机构和项目，开始逐渐转向面向普通用户的？“Kaito is an AI that revolutionizes your workflow, changes how you think about this market, and provides you with the tool you need to drastically improve your decision making.” Kaito：改变工作流的工具“心智”是 Kaito 很强调的一个指标，甚至认为是增长的KPI。它由什么一些要素构成？Kaito的团队背景：算法 vs 数据最近你的推特 feed 流有大量的内容是关于meme交易的流动性和心智的，在这个新的一轮里，流动性和心智是在资产类别间怎么移动的？传统估值模型 2.0：注意力是基本面，叙事是Multiples你们决定是否给平台加一个什么样的功能，决策流程是怎样的？你一直在追踪meme占推特心智的百分比，你觉得到百分之多少是一个比较难再增长的状态？好奇你为什么在有些人认为的高点买$GOAT？Kaito 目前的挑战是什么？Website：https://kaito.ai/https://yaps.kaito.ai/onboarding/ Twitter（X）：@_kaitoai / @Punk9277 If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
Shownotes:Brief introduction and the initial involvement in Alliance DAOThe inception of Alliance DAO and its evolutionThe recruiting structure and the sorting processThe best performing deal and the buying power momentum over the yearsHow to help founders navigate through the market full of sentiments and emotionsYC analogy; allocation of investment and resourcesWe often see many investors whining that it’s tougher for them to participate in this cycle. Will's view on this point and where the opportunities areEthereum communities versus Solana communities; deep involvement into the Solana ecosystem during the bearThe areas we still lack developers or builders to work onCrypto games: 20% developers wanting to work on 0.1% of the marketWilling to help founders to pivotTwitter: @AllianceDAO / @DangerWillRobinWebsite: https://alliance.xyz/This is the previous interview with Qiao Wang in Mandarin on 51%: https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000526807890 If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
这期聊得很开心，对主权个人和数字游民话题感兴趣的听友，不妨一听～本期概要：Sign 是什么Sign 的发展历程Sign 的业务，为什么拓展那些模块Sign 如何帮助数字游民更方便地生活如果更多的人开始广泛的旅行，这个世界一定会变得更美好在Country-as-a-service的潜在可能性背景下，Sign 扮演的角色和一些小国家的合作缘起、过程弱主权国家需要的基础设施赛博朋克作品中描绘的未来与我们今日的现实生活 Website：https://sign.global/https://signpass.world/ https://www.tokentable.xyz/Twitter（X）：@ethsign / @realyanxin / @sign If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
这一期绝对不是关于MegaETH最技术导向的播客（对技术解决方案有兴趣的可以去找 Monad 和 MegaETH 联合创始人辩论的那一期），但有可能是最有温度也最真实的一期。我和Shuyao 聊了很多以太坊生态的过去和现在，以及MegaETH的未来。 本期概要：Shuyao的背景。最初是怎么了解到以太坊的？在做 MegaETH 之前的有趣经历对以太坊和对 Solana 这两个社区的真实感受？Shuyao 趣谈以太坊的出路 👀如何把 Web2 的开发者带进来？MegaETH 联合创始人的学术和工作背景MegaETH 是在大家基本上接受了以太坊二层的定序器（sequencer）可以是中心化的这一背景下出现的，你能给大家简单讲讲megaeth的设计思路取舍吗MegaETH 架构里一个很重要的设计是把节点性能分成四种、把节点工作的要求解耦的设计今时今日如此多的L2，能跑出来的出路是什么：关于精挑细选的孵化器MegaMafia希望什么样的项目在MegaETH上长出来什么是MegaETH 能帮到 MegaMafia 的项目做的，什么是帮不上的？主网的上线预期？关于发币怎么想的？ Website：https://megaeth.systems/Twitter（X）：@megaeth_labs If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
本期概要：Ran的背景。做传统金融的那些年都有什么比较有意思的经历？后来是哪一年决定开始进入这个行业？契机是什么 现在Kronos的发展情况、团队规模。后来为什么做了Woo Trade，然后到现在的Orderly？Kronos自己作为流动性参与方，觉得在2020-2022年这个周期阻碍更机构化的大钱进入defi最大的瓶颈是什么？这个周期有好转吗？ Orderly 的入口和流量；Orderly上面接的L1 和 L2 的交易量格局变化会觉得跨链流动性是个阶段性命题么？从这个周期开始，大家开始有一个展望，觉得未来合规交易所 / 一些在野的交易所 / 链上订单簿交易所会三分天下。作为Orderly创始人，未来会展望什么样的格局变化？ Orderly 未来如何计划构建和完善其生态系统Website：https://link3.to/orderlynetwork_Twitter (X): @OrderlyNetwork If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
本期概要：今天在奥斯汀的Consensus大会，你们发布了自己的品牌升级和新项目——一个叫Gravity的一层网络。之前你们也把通证从GAL改名为G。你们现在的品牌下产品的定位？什么契机让你们想要做链抽象；用人话解释一下什么是链抽象？为什么决定要做自己的一层网络？Gravity 对于初期增长是怎么考虑的？两年前，你们当时还不叫Galxe而是叫Project Galaxy，那个时候你们更多的是定位自己是一个数据凭证的协议。你们现在的app有哪些？关于类Galxe的数据服务，我一直有个感受是这类项目现在已经是非常大宗商品化或者同质化了。它本质上是一个心智游戏。当你没有成为品类第一占领用户绝对心智之前，你是没有什么护城河的。很多后起的竞品当时开始做和你们一样的事情但是服务的更好，你们已经起规模了因此不能再做以前那样精品服务的事情了。那么这一年多以来你是怎么样让Galxe 逐渐拉开差距，成为用户心智里的绝对第一的呢？有基金在早期评估的时候也会说觉得你们做的这个是个好生意，但不是可以规模化的，另一种声音是说觉得你们给各个项目方做交互活动的这个生意本身可能是昙花一现的、难以持续。这些评论你怎么看？你觉得当时21年创业的你，有想过会走到今天这样的规模么？是什么驱使着你不断进步和往上走？三年来你对这个行业有什么崭新的认知？任何你改变看法了的东西。Website：https://www.galxe.com/ https://gravity.xyz/Twitter（X）：@Galxe / If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
Similar to how I feel about Magic Eden, it's very inspiring to see how well Drift Protocol is doing today after all the thick and thins. In light of the $DRIFT TGE, I did this podcast with Cindy and David. Shownotes:How was these 3 years of building? How does it feel having been through the whole bull and bear and bull again?What was the toughest time for you during these years? How did you power through it?How did that challenging experience impact and lead to the design of v2? How was v2 different from v1?In Drift V2, can you define the participants of the ecosystem into a few categories?Why did you decide to offer spot trading and swap with leverage? You also introduced the money market protocol and allow people to stake in the Insurance Fund.How’s the market making experience like on Drift? Can a retail participate in the MM?How to understand protocol owned holdings on your dashboard? Where did they come from?What exactly happens when there are more unsettled PnL to be withdrawn than what’s available in the pool?How do you pick which assets to start a market?What does your demographic look like, if you know.How did Solana congestion impact your performance? What did you do to try to optimize the experience for the users?Can you talk about the $DRIFT token distribution for the users? What’s the thinking behind not considering trading volume and points accumulated in the distribution terms?What’s on the roadmap for the next 6 months? Have you thought about a mobile app?Twitter: @DriftProtocol / @cindyleowtt / @davijluWebsite: https://www.drift.trade/Previous Episode 53 on 51% with Mable Jiang, Presented by Multicoin Capital: https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000552004707https://open.spotify.com/episode/1xe3CApB1GBlnGAeXJCP8a?si=FFhZRjdyTGuGDRrUFOZRRwhttps://www.xiaoyuzhoufm.com/episode/62163ea766ab6f1364079a9a If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
I was friend with Zedd (who I know by Zhuoxun) for many years - we joined the space at the same time. I think we met the first week Zedd working at dydx. It's very encouraging to see how well Magic Eden is doing today, and impressed by all the efforts, regardless whether successful or unsuccessful they are, the team had made over the past 3 years, through the thick and thin. Shownotes:Magic Eden’s journey since the inception in 2021What made you want to explore ecosystems outside of Solana?What was the experience building in Polygon and Ethereum space? Was it different from engaging the crowds in Solana?Gamification with trading rewards and the emphasis on users / revenue over volumeYour efforts in gaming. How do you view the effort on that front? Any learning / inspiration from that effort?How did you start in the Bitcoin ecosystem?A quick download of the difference amongst all kinds of NFTs in the Bitcoin ecosystem.The Magic Eden Wallet and the cross ecosystem pollination.The success in the Bitcoin ecosystem was almost a king maker for Magic Eden. What did you do as a company to further lean in that success?You guys did very well in terms of growing the community in different ecosystems (Solana, Polygon, Bitcoin) that you’re in. What did Magic Eden do right?How did the demographic of users of Magic Eden change over the years?Twitter: @MagicEden / @ZhuoxunYinWebsite: https://magiceden.io/Previous Episode 5 with Zedd on HODLong: Apple Podcast: https://podcasts.apple.com/us/podcast/hodlong-%E5%90%8E%E6%B5%AA/id1622341355?i=1000568891660Spotify: https://open.spotify.com/episode/6Xh9v6WIaBI4xZlbO4Ze57?si=sVLDOKGJRJ28kbf_qIJO7Q Xiaoyuzhou: https://www.xiaoyuzhoufm.com/episode/62c448a7f271db566a67765d If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
节目概要：BMAN的自我介绍ABCDE 建立时的初心，想要做一个怎样的基金？ 这一轮似乎很多基金能够接触到的项目还不如一些创始人和天使，在这样的一个市场环境下，你们是怎么定位自己的策略的，怎么打出你们的区分度？你们在这一年多品牌建设卓有成效，尤其是你们在开发者中的声望，在这块你们做了哪些工作？你们现在觉得自己比较有优势的赛道有哪些？这两年投出了什么经典案例？有什么方向是你们会避免、觉得自己不擅长的？基建可能是你比较擅长的领域，但是你也喜欢消费应用类的东西。很明显现在二级市场对应用类产品溢价并不多，你觉得这个会是一个长期现象么？这个周期，你会觉得出来的创新的东西不如18、19年那轮熊市多么？是行业发展到了这个阶段的必然瓶颈么？对于比较容易同质化 / 大宗商品化（commoditized）的项目，比如各种rollup和DA，你们的态度？怎么看各种模块化和全局区块链未来发展的趋势？这个市场里，二级市场的价格发现周期可以特别的长，二级市场也有很多机会。现在越来越多的基金会做混合策略，为什么主要做一级市场投资呢？香港 vs 新加坡，从开发者、生态圈、投资人的角度，说说你的感受？ Website：https://www.abcde.com/Twitter（X）：@ABCDELabs If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
节目概要：Justin 的自我介绍Dappio是做什么的？是怎么决定开始做Zeus Network的？为什么Solana生态上应该有比特币跨链协议，需求在哪里？Zeus Network的跨链通讯是怎么工作的，和 Thorchain / LayerZero的区别关于安全：在 Zeus Network的设计里双层签名机制是如何运作的，什么时候会启用offchain的签名？如果极端情况下有人想做恶，那理论上他们可以通过自己成为节点的方式来批准本来是没有批准的交易的，这部分的作恶成本。是否会担心用经济假设来保证机制的运转会有一定的风险（类似Op-rollup的同样问题）？在挑战期有节点指出问题，后续会怎么操作？如何考虑支持链的数量和安全性的平衡？从普通用户的角度，他们可以如何参与Zeus 协议、使用zBTC？近期的工作重点是什么，后续一些GTM的分享和计划你们公布了投资人名单，里面包括了Stack的创始人和Solana的创始人。投资人在未来发展扮演的角色？ Website：https://zeusnetwork.xyz/Twitter（X）：@ZeusNetworkHQ / @dappiokeeper If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
这一期算是在很多人的催更下完成的，心情既忐忑又期待。这一期里，我和 Johnny 聊了聊关于 Gas Hero 的缘起、设计理念和用户体验。 节目概要：自我介绍和 Johnny 心目中的Gas HeroGas Hero 这个游戏的缘起这个游戏的核心创意和让用户舒服的点Web3游戏的核心是什么？基于这个理解，制作游戏过程中做了哪些取舍？详谈每个部分设计的优先顺序制作和开发的过程中和传统游戏开发体验的不同市场、社区和宣传聊聊 STEPN 和 Gas Hero 的对比，经济的、乐趣层面的、用户层面的用户类型，大家都分别在享受什么样的乐趣做Gas Hero最大的成就感关于如何做好一个游戏制作人 Website：https://www.gashero.comTwitter（X）：@GasHeroOfficial If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:如果喜欢本作品，欢迎打赏ETH/SOL/BTC：ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show. 重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。
