- EP32:meme投资经验谈——如何应对本轮meme周期
欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】 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。 时间线: 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。
- EP31: Catizen: The Rise of Unstoppable Gaming Ecosystem
Welcome to another episode of WEB3 Founders Real Talk! 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. WEB3 Founders Real Talk将对话Web3海内外项目的创始团队,为大家带来最直观的创业故事分享。 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。 *
- EP30: IQ.wiki: Unlocking AI and Crypto Synergies
Welcome to another episode of WEB3 Founders Real Talk! 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. WEB3 Founders Real Talk将对话Web3海内外项目的创始团队,为大家带来最直观的创业故事分享。 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。 *
- EP29: Cornell Blockchain: Empowering the Next Billion Users
Welcome to another episode of WEB3 Founders Real Talk! 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. WEB3 Founders Real Talk将对话Web3海内外项目的创始团队,为大家带来最直观的创业故事分享。 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。 *
- EP28: Covalent: Fueling AI & DA with Our Specialty
Welcome to another episode of WEB3 Founders Real Talk! 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. WEB3 Founders Real Talk将对话Web3海内外项目的创始团队,为大家带来最直观的创业故事分享。 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。
- EP27: Frax: The Main Focus in 2024 would be Fraxtal
Welcome to another episode of WEB3 Founders Real Talk! 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. WEB3 Founders Real Talk将对话Web3海内外项目的创始团队,为大家带来最直观的创业故事分享。 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。
- EP26: Scroll: Elevating Value Innovation Beyond User Rivalry
Welcome to another episode of WEB3 Founders Real Talk! 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. WEB3 Founders Real Talk将对话Web3海内外项目的创始团队,为大家带来最直观的创业故事分享。 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。
- EP25:加密市场二级投资心法:2024机会展望
欢迎大家收听由Mint Ventures发起的播客【 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。 时间线: 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。
- EP24:抄底正当时:熊市二级抄底标的及思路探讨
欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】 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。 时间线: 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。
- EP23: Ava Labs: Growing the Pie Before Competing Over Slices
Welcome to another episode of WEB3 Founders Real Talk! 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. 👉 Youtube Entry 👉 Transcript Entry Key Moments: 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. WEB3 Founders Real Talk将对话Web3海内外项目的创始团队,为大家带来最直观的创业故事分享。 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。 👉 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。
- EP22: EthStorage: Boosting Storage Scalability with L2 & DA
Welcome to another episode of WEB3 Founders Real Talk! 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. 👉 Youtube Entry 👉 Transcript Entry Key Moments: 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. WEB3 Founders Real Talk将对话Web3海内外项目的创始团队,为大家带来最直观的创业故事分享。 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。 👉 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。
- EP21: Upshot: Scalable and Accurate Appraisals for NFTFi
Welcome to another episode of WEB3 Founders Real Talk! 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. 👉 Youtube Entry 👉 Transcript Entry Key Moments: 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. WEB3 Founders Real Talk将对话Web3海内外项目的创始团队,为大家带来最直观的创业故事分享。 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。 👉 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。
- EP20:RWA漫谈:合规、细分赛道和前景展望
欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】 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。 时间线: 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。
- EP19: Origin Protocol: Explore the Rise of LSDFi
Welcome to another episode of WEB3 Founders Real Talk! 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. 👉 Youtube Entry 👉 Transcript Entry Key Moments: 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. WEB3 Founders Real Talk将对话Web3海内外项目的创始团队,为大家带来最直观的创业故事分享。 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。
- EP18: Pendle: Building Products that Ride the Wave
Welcome to another episode of WEB3 Founders Real Talk! 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. 👉 Youtube Entry 👉 Transcript Entry Key Moments: 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. WEB3 Founders Real Talk将对话Web3海内外项目的创始团队,为大家带来最直观的创业故事分享。 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。