WEB3 Mint To Be

欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】

本期节目是“Web3 赛道的现状和未来”系列播客的第三期，也是一期特别节目，我们来聊聊近期非常火热的链上交易平台项目，也是一个 Layer1 项目：Hyperliquid。在后续的系列节目中，我们还会邀请对应的嘉宾来聊 Defi、Meme、公链、Depin、游戏&社交、Payfi，以及 web3 政策的相关话题。

主持人：Alex，Mint Ventures 研究合伙人

嘉宾：Lawrence，Mint Ventures 研究员

时间线:

0:00:45 Hyperliquid 的一句话介绍

0:02:55 Hyperliquid 的价值主张

0:10:32 Hyperliquid 的整体产品结构

0:17:22 Hyperliquid 的商业模式

0:24:48 Hyperliquid 的现货拍卖机制

0:32:05 Hyperliquid 的业务数据表现

0:53:05 Hyperliquid 的团队情况

1:02:01 Hyperliquid 代币的经济模型跟估值对标物

播客文字版链接：EP24：近观Hyperliquid：产品架构、商业模式、增长来源和估值方式

重要声明：主持人或者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。

本期节目是“Web3 赛道的现状和未来”系列播客的第二期，我们邀请到 DeFi 领域的 OG 民道老师来一起聊聊 Defi 这个 Web3 商业模式最成熟赛道的现在和未来。在后续的系列节目中，我们还会邀请对应的嘉宾来聊 Defi、Meme、公链、Depin、游戏&社交、Payfi，以及 web3 政策的相关话题。

0:01:11 对 Defi 的理解和阐释

0:06:26 对 Defi 赛道现状的看法

0:13:45 Defi 的潜力空间与演进方式

0:18:37 Solana 上的 Defi 发展的限制因素

0:23:46 MOVE 语言的优势所在

0:27:14 美国政局更迭对加密领域的影响

0:32:11 比特币进入国家财政的进程猜想

0:35:22 大公司购买 Defi 项目的可能性

0:45:22 印象深刻的项目和评判维度

0:54:58 配置 Defi 项目的原则

• 播客文字版链接：EP23：重新审视Defi：Web3商业模式最成熟赛道的现在和未来

重要声明：主持人或者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。

本期节目是“Web3 赛道的现状和未来”系列播客的第一期，我们来聊聊备受关注的 Crypto AI 赛道。在后续的系列节目中，我们还会邀请对应的嘉宾来聊 Defi、Meme、公链、Depin、游戏&社交、Payfi，以及 web3 政策的相关话题。

这次邀请的两位嘉宾是一直在长期关注 Crypto AI 赛道的研究员。一位是 Max，他是 YouTube 频道 “Max 的区块链空间”的主理人，Twitter：@MaxCryptoSpace。另外一位是 Lydia，她是我们 Mint Ventures 的前研究员，目前在 Particle Network 任研究员。 Twitter：@HelloLydia13。

0:01:37 对 Crypto AI 的理解

0:17:15 Crypto AI 赛道内的项目分类

0:23:30 Crypto AI 的机遇与挑战

0:40:30 值得关注的 Crypto AI 项目标的

0:52:38 Crypto AI 项目的评估策略

1:02:57 常用 AI 工具分享

• 播客文字版链接：EP22：Web3赛道的现状和未来系列第一辑：Crypto AI，方兴未艾还是泡沫时刻？

重要声明：主持人或者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。

本期我们邀请到专业链上投资者Louie，专业个人投资者兼链上工作室主理人Stakeholder，Mint Ventures研究员Lawrence一起就如何应对本轮meme周期这个话题展开探讨。

0:03:00 对meme的理解与阐述

0:07:35 对meme新人的观察

0:16:48 投资meme的契机

0:28:51 优秀的meme玩家的必备素质

0:42:06 meme的投资策略

0:58:57 长短期配置

1:14:53 meme玩家的日常

• 播客文字版链接：EP21：meme投资经验谈——如何应对本轮meme周期

重要声明：主持人或者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。

In this episode, we invited Ricky, the CFO of Catizen and the co-founder of Pluto Studio. Ricky shares the origins of Catizen's Journey, discusses the factors behind its success, the collaborations and challenges with other projects, and provides updates on the upcoming airdrop. Additionally, he shares insights on the application and impact of AI technology in the gaming sector.

👉 Transcript Entry

00:28 The Origins of Catizen's Journey

03:08 Why TON？

06:50 Reasons Behind Phenomenal Success

10:14 Challenges in Web3 GameFi

17:04 Mutual Prosperity and Potential Competition

26:58 Token Distribution and Airdrop

31:48 Vision for the Ecosystem

35:20 Applications and Impacts of AI Technology

Disclaimer: This channel is for informational purposes only and should not be construed as investment advice. All the opinions expressed by channel guests are solely their own opinion and do not represent either【WEB3 Founders Real Talk】or Mint Ventures in any way.

这一集我们邀请了 Catizen 的首席财务官 Ricky，他同时也是 Pluto Studio 的联合创始人。Ricky 分享了 Catizen 项目的缘起，讨论了该项目成功背后的因素、与其他项目的合作与竞争，并提供了关于即将到来的空投的最新消息。此外，他还分享了对于 AI 技术在游戏领域的应用和影响的看法。

👉 中文文字版

重要声明：主持人或者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。

Get ready for an enlightening discussion with Navin Vethanayagam, the Chief Brain of IQ.wiki and Galaxy Brain of BrainDAO, as he shares the journey of IQ.wiki, explains how the platform encourages knowledge sharing through AI tools like IQ GPT and discusses the development of IQ Code. Navin also discusses the revenue model and plans for future expansions, highlighting the unique advantages and challenges of integrating AI with blockchain technology.

👉 Transcript Entry

00:16 Mission and Inspiration

03:35 Encouraging Engagement, Ensuring Quality

09:00 Progress on IQ Code

13:15 Revenue Generation and IQ Token

15:36 Development of BrainPass

17:48 Competition and Differentiation

23:03 Views on AI and Crypto Crossover

Disclaimer: This channel is for informational purposes only and should not be construed as investment advice. All the opinions expressed by channel guests are solely their own opinion and do not represent either【WEB3 Founders Real Talk】or Mint Ventures in any way.

本期节目邀请到IQ.wiki的首席大脑Navin Vethanayagam，开启了一场颇有启发性的对话。Navin介绍了IQ.wiki的演变历程，分享了他们如何利用IQ GPT这样的AI工具来普及区块链知识，同时讲到了IQ Code和BrainPass的最新进展。另外，Navin还分享了自己对AI与区块链技术协同发展的看法。

👉 中文文字版

重要声明：主持人或者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。

Get ready for an enlightening discussion with Leah Valente, the President of Cornell Blockchain Club, as she unveils the club's behind-the-scenes story, discusses its current focus and challenges, and shares insights into American college students' interest in Web3 and her views on the regulatory environment.

👉 Transcript Entry

00:15 Background and Mission Evolution

06:12 2024 Cornell Blockchain Conference

12:18 Current Focus

15:47 Biggest Challenge

21:57 Student Interest in Web3

26:31 Views on Twitter & Regulatory Environment

31:56 Future Vision

Disclaimer: This channel is for informational purposes only and should not be construed as investment advice. All the opinions expressed by channel guests are solely their own opinion and do not represent either【WEB3 Founders Real Talk】or Mint Ventures in any way.

本期我们邀请到康奈尔区块链俱乐部的主席Leah Valente，她将为我们揭晓俱乐部背后的故事，探讨当前的工作重点和挑战，分享美国大学生对Web3的兴趣所在以及她对监管环境的看法。

👉 中文文字版

重要声明：主持人或者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。

Get ready for an enlightening discussion with Ganesh Swami, the CEO of Covalent, as he unveils Covalent's product development progress and strategic plans for revenue generation, lists AI model use cases empowered by Covalent, and shares noteworthy trends in the cycle. Tune in now for an episode that promises both insight and inspiration! 

👉 Transcript Entry

00:25 Introduction of Ganesh and Covalent

05:39 Challenges & Resistance

10:13 Differences with Other Data Solutions

14:49 How the Flywheel Works

18:14 Product Development Progress

20:18 Use Cases of AI models

24:13 How CQT Plays Within the Ecosystem

27:58 Strategic Plan for Revenue Generation

31:35 Viewpoint on Centralized Data Indexing

35:56 Notable Trends

39:30 Two Thoughts

Disclaimer: This channel is for informational purposes only and should not be construed as investment advice. All the opinions expressed by channel guests are solely their own opinion and do not represent either【WEB3 Founders Real Talk】or Mint Ventures in any way.

本期我们邀请到Covalent的CEO Ganesh Swami，他将揭晓Covalent的产品开发进展和针对收入增长的战略计划，列举由Covalent赋能的AI模型使用案例，并分享这个周期中值得关注的趋势。

👉 中文文字版

重要声明：主持人或者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。

Join me for an exclusive conversation with Andy, the Director of Asia at Frax Finance, as he unveils the motivation and challenges behind their comprehensive product lines and shares valuable insights on Stablecoin and Defi Summer. Moreover, you can catch a peek at the upcoming Fraxtal!

👉 Transcript Entry

00:30 Introduction of Andy and Frax

03:06 Comprehensive Product lines and Their Motivation

06:03 Challenges & Current Focus

10:39 Brief Overview of Fraxtal

15:46 Initiatives to Engage Developers and Users

19:03 Insights & Lessons

23:00 More to Expect in 2024

25:32 Make FXS the Top Five

28:36 Insights on Stablecoin and Defi Summer

Disclaimer: This channel is for informational purposes only and should not be construed as investment advice. All the opinions expressed by channel guests are solely their own opinion and do not represent either【WEB3 Founders Real Talk】or Mint Ventures in any way.

本期我们邀请到Frax Finance亚洲区总监Andy。Andy不仅揭示了Frax Finance广泛的产品线背后的初衷和挑战，分享了对稳定币和DeFi Summer的看法，还透露了许多关于即将发布的Fraxtal的信息。

👉 中文文字版

重要声明：主持人或者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。

Buckle up for an engaging conversation with Sandy, the Co-founder of Scroll. Sandy unveiled the origins of Scroll, and discussed its unique advantages, challenges, and next steps. She also offered insights on rollup summer and sincere advice for Web3 builders.

👉 Transcript Entry

01:04 Introduction of Sandy & Background Intro of Scroll

06:13 Resistance During Mainnet Launching

10:22 Co-develop With the Community

12:18 Challenges Faced in ZK Rollup

15:30 The Unique Advantage of Scroll

18:57 Next Step for Scroll in 2024

22:45 Insights on Rollup Summer

27:13 Advice for Web3 builders

Disclaimer: This channel is for informational purposes only and should not be construed as investment advice. All the opinions expressed by channel guests are solely their own opinion and do not represent either【WEB3 Founders Real Talk】or Mint Ventures in any way.

本期我们邀请到了Scroll的联合创始人Sandy。Sandy揭示了Scroll的创立故事、差异化优势、曾面临的挑战和下一步计划。她还分享了对Rollup Summer的看法，并对其他Web3建设者给予了宝贵的建议。

👉 中文文字版

重要声明：主持人或者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。