WEB3 Mint To Be

本期我们邀请到老陆的区块链笔记TG频道作者老陆，ArkStream Capital投研合伙人墨客，Mint Ventures研究员Lawrence一起针对2024加密市场投资机会展望这个话题展开探讨。

0:02:52 2024年的投资目标

0:11:23 场外资产配置

0:19:32 二级投资策略

0:42:40 投资的日常工作

0:56:20 2024年的二级机会

1:10:32 经验与教训

1:19:42投资与生活的平衡

• 播客文字版链接：EP20：加密市场二级投资心法：2024机会展望

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Old Fashion Research 创始人Xin，头等仓研究负责人郑斯威，Mint Ventures研究员Lawrence一起针对熊市抄底这个话题展开探讨。

0:01:56 市场周期判断

0:14:21 熊市抄底思路

0:30:56 抄底的赛道和标的

0:53:08 压舱石的选择

1:01:42 下一波叙事的猜测

1:25:52 熊市的工作和学习

• 播客文字版链接：EP19：抄底正当时：熊市二级抄底标的及思路探讨

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 exhilarating episode with Lydia, the VP of Business Development of Ava Labs. Lydia took us through her intriguing Web3 journey and unveiled the establishment of Ava Labs with its mission and primary focus. In addition, she shared insightful thoughts on Web3 applications and the driving force for the next cycle.

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00:34 Introduction of Lydia Chui

05:05 Introduction of Ava Labs

07:34 Challenges & Pushbacks

09:42 Primary Focus of Ava Labs

14:58 Blizzard Ecosystem Fund & Its Assessment Criteria

20:16 Insights on Web3 Applications & Driving Force Ahead

27:29 The Support Direction of Ava Labs

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 Ava Labs 的业务发展副总裁 Lydia Chui。Lydia 展示了自己与 Web3 结缘的经历，揭示了 Ava Labs 的创立故事、使命和主要关注点。此外，她还分享了对当前 Web3 应用的增长和下一个周期的主要推动力的深入见解。

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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 us for an illuminating episode as we sit down with Qi Zhou, the founder of EthStorage and the first-place winner at the EDCON 2023 Super Demo. He unveiled EthStorage with its great vision, competitive advantages, and challenges. Additionally, he shared his perspective on decentralized storage, discussing its limitations and potential drivers.

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00:34 Introduction of EthStorage

04:37 Challenges & Resistance

08:51 Competitive Edge of EthStorage

11:57 Lowering the Storage Barrier

14:20 High Storage Capacity with Reduced Costs

17:44 Interaction with EVM

21:50 Applications of EthStorage on L1 & L2

25:42 Perspective on Decentralized Storage

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 EthStorage 的创始人，同时也是 2023 年 EDCON Super Demo 的冠军获得者周期博士，听他阐述 EthStorage 的愿景、优势和一路以来的挑战。此外，他还分享了对于去中心化存储的看法，包括它的局限性和潜在推动因素。

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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。

We had a candid conversation with Nick, the CEO and Co-founder of Upshot, where he shared the challenges and achievements in building scalable and accurate appraisals for the NFT market. He also talked about his vision for the utility of NFT and the intersection of NFT and AI.

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00:00 Intro

00:28 Background Introduction of Upshot

04:16 Challenges and Resistance

08:49 Competitive Edge of Appraisal Products

13:45 Practical Scenarios of API Tools

16:27 Lending Strategy of Upshot

22:18 Potential of NFT-fi Boom

25:30 Outlook on NFT utility

27:30 The Vision of NFT and AI Intersection

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.

我们与Upshot的首席执行官兼联合创始人Nick Emmons进行了一次坦诚的对话，他分享了Upshot在为NFT市场建立更优的定价机制时面临的挑战和已取得的成果。同时，他还谈到了对NFT的实用性以及NFT与人工智能相交汇的展望。

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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dForce创始人民道老师与Mint Ventures研究员Colin一起针对目前市场大热的RWA叙事，从合规、细分赛道和前景展望等多个角度展开探讨。希望本期播客可以帮助听众对RWA有更进一步的了解。

0:01:23 RWA与STO叙事的不同 

0:13:11  美债RWA项目胜出的关键因素

0:19:46 KYC和无需KYC的方案对比

0:34:02 如何看待MakerDao配置美债，及其触发监管扣押的可能性

0:51:05 值得看好的RWA项目资产及相应风险

0:57:46 RWA能否促进DeFi小赛道的发展

1:04:30 RWA与LSD的对比

1:07:21 如何看待监管介入

1:12:37 更有可能让RWA叙事落地的地区

• 播客文字版链接：EP18: RWA漫谈：合规、细分赛道和前景展望

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。

We have the privilege of diving into the world of Web3 with a seasoned entrepreneur who has excelled in both NFT and DeFi spaces, Josh Fraser, the Co-founder of Origin Protocol. Josh will take us through his remarkable Web3 journey, sharing insights and experiences along the way. Furthermore, as Origin Protocol enters the competitive Ether Yield Market, we will uncover the unique offering that OETH brings to the table.

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00:27 Background Story & Products of Origin

05:37 Initial Purpose of the Attempts in DeFi and NFTs

08:37 Challenges & Resistance

12:27 Strategies of OETH Applied

16:45 Insights of the Competitive LSD Sectors

18:43 The Long-term Goal of Origin in the LSD Sector

22:31 Competitive Edge of OETH

24:40 Possibility of the Demand for Hedging Volatility of Staking Yield

27:09 The Vision of LSD

30:25 The Next Diver for Bull Run: NFT Vs DeFi

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.

我们邀请到了在NFT和DeFi领域都有着创业经验的Origin Protocol创始人Josh Fraser与我们一起共同探秘其创业之旅。本期对话里Josh向我们展示了他与Web3结缘的故事，也揭露了他们刚上线不久的OETH在竞争激烈的ETH质押赛道的最新进展。

中文文字版：Origin Protocol：探索多层塔收益的LSDFi

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 each episode, you’ll hear a different story of entrepreneurs who started Web3 businesses, along with what went well, how they overcame challenges, and what to expect in the future. Both tactical and practical, their stories will help you thrive.

Get ready for an exhilarating podcast episode! Join TN, the CEO of Pendle, as he shares invaluable entrepreneurial wisdom, emphasizes the importance of selective trend-following, and unveils Pendle's secret weapon for surpassing the competition.

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00:20 Background intro of Pendle

07:08 Challenges during the founding journey of Pendle

11:42 "Must Have" traits for Web3 entrepreneurs

16:22 Pendle and LSD narrative

20:24 Key pillars of Pendle product strategy

24:57 Contingency plan for risk management

28:38 Layer 2 integration

33:16 The future outlook of LSD narrative

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WEB3 Founders Real Talk我们邀请到了连续创业者，同时也是Pendle的CEO TN和我们一起分享他在Web3创业之路上学到的宝贵经验。他坦言在Web3这个充满不确定性的世界中，我们不应盲目跟随每一个热点，趋势，同时他也向我们揭秘了Pendle能与同行拉开距离的“杀手锏”。最后TN也和我们共同展望了LSD叙事以及其未来潜力。

希望听众朋友们喜欢本期的创业故事分享。

中文文字版：Pendle：把握热点构建突破性产品

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。

本期我们邀请到了知名华语KOL@BTCdayu和LD Capital US的 Yilan一起由浅入深的探讨BTC生态的“新生儿”BRC20。希望本期播客可以帮助听众朋友就近期火热的BRC20生态相关疑问答疑解惑。

3:14 用通俗的语言讲述：到底BRC20是什么？

10:43 目前比较火的BRC20代表项目

14:05 BRC20代币存在的必要性

28:30 BRC20对哪些势力是有利 潜在支持者有哪些人？

41:09 BRC20对于BTC发展到底是恶性还是良性

47:25 BRC20代币交易向二层转移其价值是被削弱还是增强？

53:26  展望BRC20更大的叙事空间

01:02:03 BRC20如果没走起来的可能原因有哪些？

• 播客文字版链接：深聊BRC20：BTC网络新生儿成功和失败的可能性

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 each episode, you’ll hear a different story of entrepreneurs who started Web3 businesses, along with what went well, how they overcame challenges, and what to expect in the future. Both tactical and practical, their stories will help you thrive.

We had a fireside chat with Marco, a sneaker lover and CEO of Web3 fashion hub Another1. From kicks to Web3, we covered it all, including how Another1 is blending the physical and digital worlds, and why community is the ultimate secret sauce for Web3&Fashion domination!

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3:47 What inspired Another1 to combine fashion with Web3

8:11 Challenges & resistance Another1 encountered during the journey

11:51 Strategic Sharing for Brand and Web3 Collaboration

16:35 The Standard for Suitable Designers of Another1

20:02 Future Utilities for Another1 NTR1-META Holder

26:20 Explosive Growth of Awareness for Web3 x Fashion

29:39 Potentiality of Web3 x Fashion

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WEB3 Founders Real Talk 我们和球鞋爱好者，同时也是Web3一站式时尚服务商城Another1的首席执行官（CEO) Marco进行了对话。他不仅分享了自己与Web3结缘的经历，还讲述了Another1为链接虚拟世界和现实世界背后付出的种种努力，以及建立社区对时尚与Web3结合中起的重要作用。

中文文字版：对话Another1：建立社区将加速时尚品牌与Web3真正碰撞

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。