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HODLong 后浪Ep.45 [EN]: Will Robinson: Alliance DAO's mental framework and the growth flywheelShownotes:Brief introduction and the initial involvement in Alliance DAOThe inception of Alliance DAO and its evolutionThe recruiting structure and the sorting processThe best performing deal and the buying power momentum over the yearsHow to help founders navigate through the market full of sentiments and emotionsYC analogy; allocation of investment and resourcesWe often see many investors whining that it’s tougher for them to participate in this cycle. Will's view on this point and where the opportunities areEthereum communities versus Solana communities; deep involvement into the Solana ecosystem during the bearThe areas we still lack developers or builders to...2024-12-1447 min
HODLong 后浪Ep.20 [CN]: Will Wang: 人类高度数字化时代下的“plan B”与区块链行业未解迷思节目概要：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？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？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？一个追求“无需信任（Trustless）”的行业，反而面临更多信任危机需要回答“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，降低交易磨损区块链不是下一代互联网，不是所有东西都该上链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”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”从区块链原教旨主义者到“非必要不上链”，因为“要花钱的”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-wangApple Podcast:https://podcasts.apple.com/us/podcast/51-with-mable-jiang-presented-by-multicoin-capital/id1540917284?i=1000556039608Spotify:https://open.spotify.com/episode/7BgZiGIVfHMDyU9i6hP8DN?si=f2PxYHloRVmUmDJ7JKNxTgXiaoyuzhou 小宇宙:https://www.xiaoyuzhoufm.com/episode/62488a0ee17d16bf35a4e652?s=eyJ1IjogIjYwNTg4ODc5ZTBmNWU3MjNiYjU3MGJmMSJ9 Twitter：@jpejpejpe18Website: 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: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1KytBTC: 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。2023-01-071h 19
51% with Mable Jiang, Presented by Multicoin CapitalEP.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 CapitalBAI Capital的 合伙人Will Wang 在本期分享了他们从十年前开始投资互联网起，对于“程序”与“协议”的价值理解，以及他们今天针对Web3 网络价值的一些兴奋点。他基于过去的经验，比较了互联网时代与Web3时代的一些逻辑异同。 推特: @jpejpejpe18网站: www.bai-cap.comBAI Demo Day 链接：https://www.surveymonkey.com/r/2RDN7H3 更多信息，请移步官网https://multicoin.capital/zh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，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。 In this episode, Will Wang, Partner at BAI Capital, shared with us their insights about the value of "programs" and "protocols" since a decade ago when they started to invest in the Internet. He also explained what Web3 networks excites BAI Capital today. With his ample investment experience in the past, he compared and contrasted the mentality of the Internet era and that of the Web3 era. Twitter: @jpejpejpe18Website: www.bai-cap.comLink to BAI Demo Day: https://www.surveymonkey.com/r/2RDN7H3 For more information about Multicoin Capital, please visit https://multicoin.capital/. Important Disclaimers: All opinions expressed b2022-04-021h 10