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Chatting with Cai Yan, Managing Director of NGC, about the differences in DeFi valuation
1时05分42秒
2021-01-28
Episode Summary
Mable discussed with Cai Yan, managing director of NGC, the thinking framework she proposed in her recent article "Differences in DeFi Valuation", and put some examples, such as MPH88, SUSHI and ALPHA, into this framework for discussion. The two also talked about the recent COVER incident. Yan Cai shares some of the metrics she likes to look at when evaluating and projecting, and explains her own investment strategy and style. Overall, this podcast is very interesting, and Mable said he enjoyed the chat.
A fireside chat with Mr. Barley from the Satoshi Mamoto community
This episode is a light-hearted fireside chat. Mr. Damai is one of the co-founders of the Satoshi Mamoto community. This is a very real conversation. Mable's role is more that of a conversationalist than a podcast host. Mable and Damai discussed community meme culture, views on some project expansion strategies and roadmaps, expectations for some public chain ecology, and topics related to NFT / social tokens.
The two talked about one of our favorite projects, Thorchain. Mr. Damai also expressed his relatively purist/idealist views on projects and
1时07分46秒
2021-02-22
Host
Single Episode：49
2021-01-28