Episodes
Beta Finance is a permissionless money market protocol for lending, borrowing, and shorting crypto assets. It will be launched as the first project on the Alpha Finance Launchpad. As the launch date approaches, we have Allen Lee, the founder of Beta Finance to talk about the project mechanics and its long term vision at 51%. Beta Finance 是一个无准入的的货币市场协议,允许用户用于借贷和卖空加密资产。它将作为 Alpha Finance Launchpad 上的第一个项目启动。随着发布日期的临近,Beta Finance 的创始人 Allen Lee 做客伍拾壹说讨论了项目机制和长期愿景。
Published 08/04/21
最近,社区对去中心化协议 DAO 的治理给予了很多关注。于是我邀请了Maple Leaf Capital 和 Qiao Wang 到伍拾壹说和我一起随便聊聊治理。 A lot of community attention was given to the governance in decentralized protocol DAOs lately. Hence I thought of this idea to invite Maple Leaf Capital and Qiao Wang to join me at 51% to talk about anything relevant to the governance.
Published 07/24/21
随着近期 The Graph Foundation 为 StreamingFast 提供了 6000 万美元的核心开发资助,我邀请了 Edge & Node 的 Iris 和 StreamingFast 的Anthony 做客伍拾壹说谈谈两个组织发生收购前后的工作重点,以及两个组织在致力于实现他们的 Web 3.0 愿景时产生的协同作用和潜在的挑战。 In light of the $60M core dev grant for StreamingFast from the Graph Foundation, I invited Iris from Edge & Node and Anthony (StreamingFast) to talk about the pre-and-post acquisition focus of each organization, and the synergy and challenges for the two organizations to work towards their Web 3.0 vision.
Published 07/19/21
Alex Svanevik is the CEO and cofounder of Nansen, an on-chain data analytics firm. He joins me at 51% to talk about Nansen's business strategies and his observations about DAOs. Alex Svanevik 是链上数据分析公司 Nansen 的首席执行官兼联合创始人。本期他做客伍拾壹说和我讨论 Nansen 的商业策略以及他对 DAO 的观察。
Published 07/12/21
伍拾壹说之前邀请过Perp.fi的创始人Yenwen Feng来做客。由于 Perpetual Protocol 昨天发布了 v2,我们再次邀请了 Perpetual 团队的 Nikkor 与我们一起深入探讨 v2 的设计。我们也很荣幸邀请到 Helium 的 Yuan 作为 Perp 社区成员加入我们的对话。这是信息密集的一期 —— 对于去中心化Bitmex 爱好者来说,这集不容错过! We invited the founder of Perp.fi Yenwen Feng to join us at 51% previously. As Perpetual Protocol launched its v2 yesterday, we invited Nikkor from the Perpetual team to take a deep dive of the v2 design with us. We also were honored to have a guest speaker, Yuan from Helium, to join us in the...
Published 07/02/21
本期节目,我们请来了 DeFi Alliance 联合创始人Qiao Wang 简单聊一聊他关于 Messari、DeFi Alliance 和市场现状的心得和观察。 In this episode we welcomed Qiao Wang, co-founder of DeFi Alliance, to have a casual talk about his insights and observations at Messari, DeFi Alliance, and the current market.
Published 06/25/21
We previously had Tascha, Project Lead of Alpha Finance Lab, to talk about the success of Alpha Homora on 51%. This episode is her second time joining the show. We focused our conversation on the progress of their roadmap, and most importantly, the details about Alpha Launchpad program. 我们之前有在伍拾壹说请Alpha 的项目负责人 Tascha 来讨论 Alpha Homora。这一集是她第二次参加伍拾壹说。我们将谈话的重点放在了他们路线图的进展上,以及近期推出的 Alpha Launchpad 计划的细节。
Published 06/13/21
As the Project Lead of Pendle Finance and a serial entrepreneur, TN Lee joined the 51% podcast to talk about Pendle Finance, a yield tokenization protocol, and some general observation about DeFi entrepreneurship. 作为 Pendle Finance 的项目负责人和一名连续创业者,TN Lee 来到了伍拾壹说讨论 Pendle Finance,一个收益代币化协议,以及对 DeFi 创业的一些观察。
Published 06/08/21
MCDEX最近发布了其v3,并将很快与Arbitrum共同发布其主网。在本集中,我和刘杰聊起了他在带领团队建设MCDEX的过程中取得的收获,团队对以太坊二层网络选择的评估,以及DeFi中的更多机会。 MCDEX recently launched its v3 and will be co-launching its mainnet with Arbitrum soon. In this episode Jie and I chatted about his take-aways in his journey building MCDEX, the team's evaluation of Layer 2s, and the further opportunities in DeFi.
Published 05/28/21
匹马早在2013年就开始了他在行业里的探索——算是真正的OG之一。我们聊了聊他相信的长期趋势,资产选择,以及他真正喜欢的项目。 Pima started his journey in crypto back in 2013 - truly one of the OGs. We chatted about his view of the long term market trend, asset selection, and the projects that he really like.
Published 05/20/21
挖矿是一个在社交媒体上不常受到太多关注的话题。但是,在过去几年中,该行业已悄然发生了巨大变化。今天,我们与新一代矿工David坐下来,讨论矿业的发展趋势。 Mining is a topic that does not get a lot of exposure on the social media. However, the industry has quietly but drastically changed over the past few years. Today, we sit down with David, a new-gen miner, to talk about the development trend of the mining industry.
Published 05/16/21
Ben and Jae are the co-founders of JennyDAO, the first metaverse DAO launch on top of Unicly, an NFT fractionalization protocol. In this episode you'll hear them talk about what JennyDAO is, why they launched JennyDAO, and their general thinking around the NFT fractionalization space. There's a special guest popped up in the episode too - tune in and find out more! Ben和Jae是JennyDAO的联合发起人,JennyDAO是在NFT碎片化协议Unicly之上的第一个metaverse...
Published 05/12/21
Pxstar是一位老朋友,也是律动的创始人。今天,我邀请他参加播客,讨论他作为一名前科技媒体记者和前VC投资经理对这个行业的看法。作为一个有很多独立观点的思考者,他带来了不少值得分享的内容。 Pxstar is a long time friend and the founder of Blockbeats. Today I invited him to the podcast to talk about his view of the industry as an ex-tech-journalist and ex-venture-investor. As an opinionated thinker, he as a lot to share.
Published 04/25/21
TokenInsight成立于2017年,最初是一家加密货币评级机构。几年来,它扩展了其团队和产品服务范围,并深入研究了加密行业的各个领域。今天,TokenInsight负责人Wayne向我们介绍了一些在TokenInsight上使用的研究方法论,希望对我们的听众有帮助。 TokenInsight started in 2017 as a crypto rating institution. Over the years it expanded its team and product offerings and delved deep into the various sectors in the crypto industry. Today, Wayne, the Head of TokenInsight, presented us some lenses of research they take at TokenInsight - hope that it's helpful for our audience.
Published 04/20/21
宿冶是社区驱动的加密投资服务公司BlockArk的联合创始人兼首席执行官。在本集中,宿冶与我们讨论了BlockArk关于市场结构正在进行的范式转变的观点,以及我们现阶段在与宏观经济和技术革命周期中的位置。 Allen Su is the co-founder and CEO of BlockArk, a community driven crypto investment service firm. In this episode, Allen discussed with us on BlockArk's view on the ongoing paradigm shift of the market structure and where we are in the cycle in relations to the macroeconomic environment and technology revolution.
Published 04/12/21
Decred以其结合PoW和PoS的独特混合共识而闻名。尽管Decred在西方拥有非常活跃的社区,但Decred在中国较为低调。今天,我邀请了Decred在中国的贡献者DT谈论Decred及其愿景。 Decred is known by its unique hybrid consensus that combines PoW and PoS. While it has a very active community in the west, Decred is relatively low profile in China. Today I invited a Decred contributor in China, DT, to talk about Decred and its vision.
Published 04/03/21
杨民道从2012年开始涉足加密货币领域。作为传统金融行业的资深人士,他对加密货币的非技术性方面(例如博弈论,社会学概念和金融知识)具有非常深刻的理解。在这一集中,他与我们分享了他对DeFi“终局”的理解,并解释了dForce试图达到的目标。他还谈及了他的投资理念,我们的听众可能会从中受益。 Mindao started his involvement in crypto since 2012. As a veteran in traditional finance industry, he has very profound understanding of the non-technical side of things in crypto, such as game theory, sociological concepts, and financial knowledge. In this episode he shared with us his understanding of what he called the "endgame" of DeFi, and...
Published 03/31/21
在过去的几个月中,NFT一直是热门话题。随着越来越多的不同形式的NFT出现,我邀请DappReview的创始人Vincent Niu(被Binance收购)来到我的播客上讨论NFT。我们最初是在2018年因NFT彼此认识的,此后一直交流相关的看法。这集干货高能预警,如果您想了解NFT的过去,现在和未来,请一定不要错过这一集! Over the past few months, NFT has been a hotly discussed topic. As more and more NFT in different forms start to emerge, I invited Vincent Niu, founder of DappReview (acquired by Binance) to hop on my podcast to talk about NFTs. We originally got to know each other in 2018 because of NFT, and have been exchanged opinions since...
Published 03/21/21
枫叶资本是加密推特上的一个匿名影响者。我们经常交换有关DeFi,Web 3.0和市场情绪的观点。今天,我很荣幸邀请他参加这一集,讨论有关以上主题的一些新观点。对于能听懂普通话的人来说,这一期是“必须”听的。 Maple Leaf Capital is a pseudo-anonymous influencer on Crypto Twitter. We often exchange view on DeFi, Web 3.0, and market sentiments. Today I was honored to host him in the episode to discussed some of the newly developed views on these subjects. For people speak mandarin, this episode is a *MUST* listen.
Published 03/14/21
在过去的几年中,币安一直在迅速扩展,并且一直专注于为平台代币Binance Coin(BNB)推动价值捕获。今天,我们邀请币安投资副总裁Ling Zhang谈谈币安在并购、币安智能链和产品组件方面所做的努力。如果您想进一步了解Binance发展的秘密配方,欢迎收听! Over the past few years, Binance has been expanding rapidly and has been laser focused on driving value accrual into its platform token, Binance Coin (BNB). Today we invited Ling Zhang, the VP of Investment at Binance, to talk about the effort Binance has made in terms of mergers and acquisitions, Binance Smart Chain, and the construction of the product...
Published 03/02/21
Spartan Group is an Asia-based leading crypto investment firm. Today we invited Jason Choi, General Partner at Spartan Group, to share with us how they identified the projects in their early stage, and how they supported the portfolio down the road. Spartan Group是一家位于亚洲的知名虚拟资产投资公司。今天,我们邀请了Spartan Group的合伙人Jason Choi与我们分享他们如何选择早期阶段的项目,以及如何为投资组合提供支持。
Published 02/28/21
翰文和John都是波卡生态系统里的开发者。在这一集中,他们从开发人员的角度讨论了他们对波卡 / Substrate的选择。我们还讨论了Litentry的工作原理和它在Web 3.0堆栈中扮演的角色。听众将听到许多独特的见解。 Hanwen Cheng and John Wu are both developers in the Polkadot ecosystem. In this episode they discussed their choice of Polkadot / Substrate from developers' angles. We also talked about how Litentry works / fits in the stacks of the larger Web 3.0 world. There are lot of unique insights to be unveiled by the listeners.
Published 02/20/21
本期与大麦老师的对话是一期非常真实的对话。我扮演的角色更多是对话者而不是播客主持。我们讨论了社区meme文化、对于一些项目扩张策略和路线图的看法,对一些公链生态的期待,以及NFT / 社交代币相关的话题。 This is an episode of a very genuine chat with Damai. I was less than a host and more of a dialoguer. We candidly exchanged thoughts on the community meme culture, views on a few products' strategies / roadmaps, expectation on the public chains, and NFT/social tokens.
Published 02/02/21
今天,我与NGC董事总经理蔡彦讨论了她最近在《DeFi 估值之差异》一文中提出的思维框架,并将一些实例,例如MPH88,SUSHI和ALPHA,放在该框架中进行了探讨。我们还谈到了最近的COVER事件。 蔡彦分享了一些她喜欢在评估和项目时看待的指标,并解释了她自己的投资策略和风格。总的来说这期播客非常有趣,我很享受这个聊天! Today I sat down with Yan Cai, Managing Director at NGC. We discussed the valuation framework that she proposed in an article recently, and fitted a few examples, such as MPH88, SUSHI, and ALPHA, in the framework. We also talked about the recent incident of COVER. Yan shared a few metrics she liked to look at when evaluating and...
Published 01/27/21
Sushiswap recently published its 2021 roadmap. The team certainly has a lot to offer there. In this episode I sat down with 0xMaki to talk about some of the exciting goals. You'll also learn 0xMaki's view on how Sushiswap could continuously empower its community members, and thrive with its decentralized operation. Sushiswap最近发布了2021年的路线图。团队很明显计划给大家带来很多新的东西。在本集中,我与0xMaki讨论了接下来一些令人兴奋的目标。您还将了解到0xMaki关于Sushiswap如何不断赋能其社区成员,并在它去中心化方式的运营下蓬勃发展的观点。
Published 01/19/21