HODLong 后浪

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。

Shownotes:

• Pacman’s background
• What 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” thesis
• Would 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 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：

• 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。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：

• 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。

Shownotes:

• Bryan's background
• The circumstance that Bryan and the cofounders decided to start L0
• What is LayerZero?
• The key parts of LayerZero protocol and how each part coordinates with each other
• What 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 today
• The additional utilities people can unlock with cross-chain capability
• The background story of working with Pudgy Penguins
• The 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。

Show notes:

• Ye Zhang's background
• Why zkevm? Why now?
• The technical differences between an application-specific zkrollup versus a generalized purposed zkrollup
• The infrastructure components in Scroll’s architecture and how these components work together
• User journey interacting with Scroll and developer experience building on Scroll
• Scroll's performance and the applications fit the best
• The design principle of Scroll and the mindset behind running the Scroll community
• How and why Ethereum Foundation co-developed with Scroll Network
• What happened after pre-Alpha testnest in October last year and the upcoming Goerli testnet
• The challenges as a technical founder encountered over the past two years of entrepreneurship

Twitter：@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 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：

• 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。

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 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。

Towards the end of 2022, the Lindesay Brothers had just finished their running expedition of the full length of the Great Wall in China, sponsored by STEPN. They are the youngest brothers to run the Great Wall of China. This episode is not a typical episode that you'd hear on HODLong, but it's an episode full of extraordinary stories. 

Show Notes:

1. The brothers' childhood running experience
2. The inspiration to go on this expedition
3. The brothers' running records
4. The preparation of the Great Wall expedition: the daily running routes planning, the accommodation, the support crew, and the actual adjustments along the journey
5. Why run in 2022?
6. The cost of the trip and why getting the sponsorship from a Web3 project
7. The STEPN game experience throughout the adventure. The number of shoes each person owned and the Energy burnt
8. The specific type of training the brothers went through
9. The number of days per week the brothers run
10. Advice for amateurs/beginners to run long distance
11. About the daily calories and nutrition intake; the supplements and water intake
12. The memorable foods during the journey
13. The weather during the journey
14. The most difficult part of the run
15. The most rewarding part of the journey for each brother

Twitter: @Lindesaybros

Important Links:

Youtube: https://www.youtube.com/channel/UCnEN7RGIVlbF_Tz39IK10eQ

Video featured on BBC: https://twitter.com/bbcchinese/status/1602256985805692931

SCMP featured story: https://www.scmp.com/lifestyle/travel-leisure/article/3203560/they-clearly-had-genes-brothers-run-length-great-wall-china-35-years-after-their-father

 

重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

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

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。

节目概要：

1. 经历了一系列的黑天鹅事件，如六七月的Luna崩盘、十一月的FTX暴雷，BAI Capital 作为传统互联网投资机构的体感是怎样的？
2. Will 为什么对区块链行业产生兴趣？对待BTC和ETH的态度？这一轮周期和上一轮周期的比较观察？
3. 作为投了不少消费互联网的美元基金，对待协议层的项目的态度？
4. 一个追求“无需信任（Trustless）”的行业，反而面临更多信任危机
5. 需要回答“这个行业与人类生活关系在哪？”这一命题，摩洛哥和埃及的人民为什么需要区块链？
   • 账户体系，降低交易磨损
6. 区块链不是下一代互联网，不是所有东西都该上链
7. Will心目中元宇宙的定义，人类社会的不可逆的数字化趋势以及带来的伦理、政治问题
8. 所有的“信任”与“中介”都会不断被迭代，这个行业可能就是一丁点的对冲，“In trustless we trust”
9. 主权与个人的关系，“主权个人（sovereign individuals）” 的概念，当你没有强主权可以依靠的时候的另一种选择
10. Will心目中的区块链行业未解之谜：
    • 通证的价值捕获很弱，在是否要证券化和被强力监管之间存在的矛盾
    • 发通证项目的业治理困境，流动性溢价是答案吗？
    • 提高区块链处理交易的能力真能推动新的用例出现吗？交易成本很高可能是区块链特性而非问题
11. 真正有大回报的标的在过去十年只有5-10个，这个行业可能也是一样
12. 区块链降低交易磨损的反身性，流量和注意力在这个行业被放大但流失也更容易
13. 这个行业可能不需要更多应用了，比特币可能是人类高度数字化时代下的“plan B”
14. 从区块链原教旨主义者到“非必要不上链”，因为“要花钱的”
15. BAI过去一年在行业里的布局都反而因这轮FTX带来的危机中找到了新的机会：硬件钱包、跨链稳定币、合规交易所和安全解决方案等
16. 加密原生的基金，有不少“未实现收益倍数（Multiple）”与“基金已分配红利与认缴资本比例（DPI）“差别非常大

Reference：

《伍拾壹说》EP.57 [CN] - Will Wang: 和 BAI Capital 聊聊互联网、Web3 与价值 / Talk about the Internet, Web3, and their value with BAI Capital 

Simplecast:

https://51-with-mable-jiang-presented-by-multicoin-capital.simplecast.com/episodes/ep57-cn-will-wang

Apple Podcast:

https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000556039608

Spotify:

https://open.spotify.com/episode/7BgZiGIVfHMDyU9i6hP8DN?si=f2PxYHloRVmUmDJ7JKNxTg

Xiaoyuzhou 小宇宙:

https://www.xiaoyuzhoufm.com/episode/62488a0ee17d16bf35a4e652?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9

Twitter：@jpejpejpe18

Website: www.bai-cap.com

重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

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

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。