WEB3 Mint To Be
Mint Ventures《WEB3 MINT TO BE》是由投资机构Mint Ventures推出的Web3商业主题栏目。在这里，我们将邀请来源广泛的Web3从业者作为嘉宾，以对谈的轻松形式，为大家厘清行业热点背后的事实，提供穿透事件本身的洞察，引入多元的思考角度。 期待各位在收听后给我们积极反馈，这些都会成为栏目迭代生长的营养。 To bring Web3 inclusion to everyone, we sit down with builders, professionals, communities, and entrepreneurs to share expertise and insight about everything Web3. We are here to help navigate your journey through these thought-provoking discus... more
| Publishes | Monthly | Episodes | 52 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Education |
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Latest Episodes
欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】本期我们请研究员 Lawrence 来做一下关于Circle的分享。Circle 是他从去年就开始覆盖，也一直在持续跟踪的标的之一。他会重点分析这家公司目前值得关注的核心问题，特别是那些可能与市场主流叙事存在偏差的部分，同时也会探讨应该如何对这家公司进行估值。
欢迎留言，写下你的观点，也可写下其他你希望我们关注、讨论的投资标的。
时间线:0:01:52 Circle 股东价值的五层乘法
0:06:04 ... more
欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】作为一直专注于 Web3 投资话题的播客，在已经更新的多期节目里，我们主要聊的是加密相关的话题。但是之后，我们会拓宽话题范围，聊一聊加密行业之外我们认为有投资价值的公司和项目。
上两期我们聊了泡泡玛特，这一期我们来聊聊拼多多。拼多多在中国互联网，乃至全球零售史上都具有传奇色彩，当然也在过去几年里备受争议。我们尝试探讨拼多多的商业模式、企业文化、护城河的几个维度，以及其自营新品牌新拼姆的挑战与潜力，试着给出对... more
欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】作为一直专注于 Web3 投资话题的播客，在已经更新的多期节目里，我们主要聊的是加密相关的话题。但是之后，我们会拓宽话题范围，聊一聊加密行业之外我们认为有投资价值的公司和项目。
本期是关于泡泡玛特的第二集内容。上一期里，我们聊到泡泡玛特满足的核心需求、它的主要对标对象、IP运营机制、未来增长的动力来源及具体财务数据等。这一期，我们将会聊到泡泡玛特的核心护城河、估值水平和未来发展中可能的风险点。
欢迎留言，... more
欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】作为一直专注于 Web3 投资话题的播客，在已经更新的多期节目里，我们主要聊的是加密相关的话题。从这期开始，我们会拓宽话题范围，聊一聊加密行业之外我们认为有投资价值的公司和项目。
今天邀请到的嘉宾是我们 Mint Ventures 的研究员 Lawrence，聊的公司是他长期跟踪的泡泡玛特。因为内容较多，分两集发布。在本集，我们会聊到泡泡玛特满足的核心需求、它的主要对标对象、IP运营机制、未来增长的动力来源... more
欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】本期节目我们邀请到了老朋友——专业个人投资者、链上工作室主理人 Stakeholder，一起聚焦预测市场，聊聊它的定位和价值主张，它在解决什么样的问题，后续发展中可能遇到的风险与挑战，还有目前普通用户参与预测市场的比较务实的一些方式，希望能对你有所帮助。
时间线:0:01:30 预测市场的定义和价值主张
0:11:27 预测市场出现早爆发晚的原因
0:18:59 预测市场的头部产品及分类
0:24:0... more
欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】本期节目是 Mint Ventures 投研合伙人 Alex 应 YouTube 频道 “Max 的区块链空间” 主理人 Max 的邀请，围绕“币圈价值投资”展开的一次对谈。Alex 谈及对本轮山寨市场、DeFi 赛道及 Crypto AI 板块的看法，并分享了在加密投资中实践价值投资的方法。
对谈中提及的文章：《备战牛市主升浪，我对本轮周期的阶段性思考》
Alex 的 Twitter：@xuxiaope... more
欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】本期节目我们邀请到的嘉宾是老朋友——知名华语加密KOL大宇。大宇真诚分享了自己开启 meme 投资的时间与具体标的、一路以来在 meme 投资上的具体实践和抽象出来的投资方法论，并对 meme 投资新人给出自己的建议。相信你听完一定会有所收获~
• 播客文字版链接：EP35：叙事、情绪和赔率：我的Meme投机观
本期时间线:0:00:17 开启 meme 投资的时间与具体标的
0:07:58 对 m... more
欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】本期节目我们邀请到的嘉宾 Leo 不仅是 SNZ 的 community partner，同时也是 ETHTAO contributor。Leo 一直保持着与以太坊基金会的近距离频繁交流，他分享了以太坊基金会的具体变革内容及产生的相应影响、对币股及 TOM LEE 言论的看法，以及影响以太坊估值变化的驱动因素和制约条件。
节目中 Leo 提到的文章和推特内容已链接在文字版，可点击下方文字版链接，在相应位置点... more
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WEB3 Mint To Be launched 4 years ago and published 52 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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