HODLong 后浪

Show Notes:  00:00 Introduction and Background about StandX and DUSD (why build together?) 02:15 Evolution and Challenges of on-chain DEXs 08:15 User Needs under Current Market Dynamics 12:32 Product Design and User Experience 16:41 Other Perp DEXs 21:15 Risk Management and Regulatory Environment for Perp DEXs 24:58 Market Competition and Strategic Positioning 30:08 User Feedback and Product Itera...

Show Notes:  00:00 The Journey of Self-Reflection 02:41 Understanding Failure and Fear 05:25 Defining Success and Failure 07:56 The Role of Trust in the Industry 10:13 Navigating the Crypto Landscape 13:03 The Evolution of Crypto Ventures 15:33 Lessons from Early Experiences 17:55 The Importance of User Value 20:44 The Impact of Market Dynamics 23:14 Reflections on Airdrops and User Engagement 26:...

Show Notes: 00:00 Opening and self-introduction 01:23 The development history of Layer 0 04:37 Market competition and partners 06:47 Investment and market dynamics 09:26 Future outlook and strategic direction 16:33 The relationship between capital and the “interstellar arena” 19:10 Challenges of consolidation and the management environment 21:22 The impact of STG and market changes 24:05 Voting me...

02:04 Crypto Journeys: Soju and Zhen's Backgrounds 04:27 Understanding Meteora: Current State and Future Vision 06:49 Lessons from Mercurial: Token Migration and Community Support 09:30 The Trump Token Launch: Behind the Scenes 12:23 Positioning for Future Celebrity Launches 14:59 Governance and Vetting Processes in Token Launches 17:46 Dynamic Bonding Curve: Innovations and User Experience 20:39...

Show Notes: Chapters   00:00 Introduction and Background of Lighter 02:26 The Launch of Lighter and Its Features 05:25 Transition from Private to Public Beta 07:56 Trading Volume and Metrics 10:37 Open Interest and Volume Dynamics 13:31 Incentive Programs and User Engagement 15:56 Points System and User Behavior 18:42 Future Developments and Season Two 21:27 Verifiable Matching and Liquidations 24...

Show Notes: 00:00 Sahej's Journey into Crypto and DeFi 01:41 Building Avantis: Vision and Strategy 04:40 Choosing Base: Strategic Decisions 07:12 Market Dynamics and User Engagement 09:48 Innovative Trading Models at Avantis 12:30 Liquidity Provider Innovations 15:29 Tokenomics and Community Engagement 23:42 Strategic Buybacks and Growth Focus 26:22 Balancing Token Holder Incentives and Team Susta...

In light of the kick-off of Points Program Stage 3 of Aster I'm publishing this episode recorded on September 29, 2025 with Leonard, CEO of Aster, on Aster's value proposition, all things related to the token transparency, Aster Chain, and future plans 00:27 Leonard's Journey into Crypto 03:56 Defining Aster's Current and Future Vision 07:21 Aster's Unique Value Proposition 09:57 Governance and De...

In this hyper-casual episode (probably one of the most casual episodes I've ever had 😂) I invited Ogle to talk about all things Glue and America.fun  00:00 Introduction and Ogle's Introduction 03:58 Exposing Industry Crimes 06:57 The Vision Behind Glue 09:15 User Acquisition  11:41 Bring Older Generations into Crypto 14:44 Glue's Onboarding Experience 17:13 Technical Architecture and the Use of S...

Note: there was a small piece (about 5 mins) missing from the recording (yes, sorry, Yoaquim rugged - he didn't finish uploading xd). If you want to see the full livestream, please go to: https://x.com/Mable_Jiang/status/1971575903491940630   01:34 Transition from VC to Building 04:22 Discussion on Quanto and Migration from OX 07:13 User Experience and Team  09:35 Handling User Funds 10:17 Choosin...

I haven't caught up with Santi for a while. In light of his recent raise I invited him for the first time to HODLong. In this conversation he shared a lot of his thinking about why he hop on to the founder seat and built Inversion. Full of genuine takes and insights - a highly recommended episode. Inversion is hiring!   00:44 Santiago's Early Interest in Crypto 05:07 The Challenges of Startups in...

00:00 Introduction - Kyle & Forward Industries 05:13 Investment strategies & Why Kyle believes that the convertible and perpetual preferred structure works far better for a SOL DAT  07:54 SOL acquisition opportunities (from whom the SOL are from?) 10:22 Governance role and management team building 15:46 On chain yield strategies 18:27 Latest Take on SIMD-228 - an updated view on Solana native yiel...

I really enjoyed this conversation with Serpin Taxt, the cofounder of Ethos Network. Please note that this episode is recorded a month ago, so the information may be a bit delayed (sorry I was busy this month). Show Notes:  Early background and how Ethos got started Review and discussions around Friend.tech About negative review and slashes’ long term impact The product overview Scoring algorithm...

这期里面Sidekick 联合创始人 Jonny 展现了自己非常真实的一面，听了之后你就会理解这个团队的一些过人之处～ 本期概要： 团队背景 最开始进入直播行业的历程：从网鱼到比心 创业路上一次又一次的挫折：疫情、俄乌战争  目前在sidekick上的直播流程和体验 在推特上或者做私域社区很优秀的KOL，未必是好的主播。好的主播需要什么特质？ 目前势头在往上走，做对了什么 流量和买盘是一个东西吗 长期Sidekick的愿景？ Sidekick 是怎么...

本期概要： Huma 是什么，它的商业模式？“PayFi”的理念是什么 传统 DeFi 借贷多以超额抵押加密资产为主，而 Huma 提供基于未来收入或应收账款的融资。你们的核心借贷机制是如何实现的？与传统借贷协议相比有哪些创新之处？ Huma 此前与跨境支付服务商 Arf 完成了合并，获得了更强的合规资质和全球支付网络能力。这项战略举措对你们服务现实金融场景起到了怎样的作用？Huma 如何将 Arf 的优势融入自身平台？ 在风控和清算机制上，Hu...

In this episode I hosted Chaofan from Solayer - I learned something new about Solana validators in this episode! Dive in and learn about how Solayer scales, how it works on sandwiching, and how they view talents.  Show Notes: Your background and journey to Solayer Is it possible to run the same thing on Ethereum with Solayer’s approach?  Compare the technical approach of Eigenlayer with Solayer? I...

本期邀请到了ELIZA OS白皮书的联合作者Sam Gao给我们唠唠他写作关于 AI 人物史传记的心得（这期不是特别Web3），对于AI科技史上重要人物的故事有兴趣的朋友可以一听～ p.s. 这一期其实二月中旬就录制了，但是一直没来得及剪辑放出，致以歉意～ 本期概要： 自我介绍 给听众介绍一下之前写过的那本《青稞.人物志》 AI 领域的大神里面成名之前的人生故事 现在特别早期的一些尝试里面我们能看到AI 项目会利用Web3的激励网络来做人类资...

In this episode I had the CEO of Backpack, Armani Ferrante on. It was a great conversation in their Tokyo office. Our conversion covered from his view on centralized exchanges to what he thinks of non-custodial wallets. We also discussed a lot beyond the business of Backpack. If you're interested, you should tune in yourself! Show Notes:  The background of Armani, and the history of Backpack What...

本期摘要： 你们说自己“在发明一种爱好，类似没有滑板的时候在发明滑板或者巴塔哥尼亚那个哥们在从头发明攀岩装备。”你们怎么告诉别人Funes是什么？ 复杂的爱好是一种商业模式，需要成立公司来运营和发展 谁最需要你们？谁是你的长期社区成员？ 怎么找到这些最初的核心用户？ 从重轻的文字里读出来你并不喜欢元宇宙这个概念，是因为虚假和幻觉么？ 元宇宙批评之我真的没有故意把重轻放在火上烤：真实的世界是复杂的 Funes的每个合...

这个节目的标题我没有想到一个特别出彩的但我很坦然，因为这一集也是一样：没有极其惊艳的大道理或者洞察，但是聊完之后你却更觉得Haze 和 GMGN 团队的优秀之处。他们在细节处见真章。在访谈的最后一个问题，你可能会期待他回答一些特别厉害的东西，但是他的回答仍然是那么朴素。这大概就是GNGM的成功的秘诀吧，坚持，用心。 这一周过去了我跟 Haze 感慨，所有人都吹捧你的感觉真是神奇，他淡淡地回答：风口上而已。没了风，就没有...

Shownotes: Self-intro How does it feel working on a project full time for an extended period of time? For those who don’t have any context Su Zhu had a “Supercycle” thesis for Ethereum in the previous bull run. So tell us under today’s context, what’s a Supercycle?! Why shifting from OPNX to OX.FUN? You guys are laser focused on Perps right now. I know you thought about doing a Launchpad but decid...

Show Notes: What brought you into into crypto Introduction of SOON There were so many scaling solutions available. What was the thinking behind launching soon at this time? What’s the mission and vision behind? The mindshare around SOON has been growing lately. What did you guys do? What was the focus?   How do you think about differentiation of SOON other than the scalability issues? Why did you...

In this episode I interviewed Wee Kee, the co-founder of Virtuals. From here and there in the conversation you can tell that Virtuals team is a pragmatic and perseverant one. To build a successful product in this fast moving industry, there's no fast track but stay on the table and keep grinding.  Shownotes: You guys have been dominating mindshare amongst all the crypto native folks lately. So fir...

是什么启发 Kaito 团队从最开始的面向机构和项目，开始逐渐转向面向普通用户的？ “Kaito is an AI that revolutionizes your workflow, changes how you think about this market, and provides you with the tool you need to drastically improve your decision making.” Kaito：改变工作流的工具 “心智”是 Kaito 很强调的一个指标，甚至认为是增长的KPI。它由什么一些要素构成？ Kaito的团队背景：算法 vs 数据 最近你的推特 fe...

Shownotes: Brief introduction and the initial involvement in Alliance DAO The inception of Alliance DAO and its evolution The recruiting structure and the sorting process The best performing deal and the buying power momentum over the years How to help founders navigate through the market full of sentiments and emotions YC analogy; allocation of investment and resources We often see many investors...

这期聊得很开心，对主权个人和数字游民话题感兴趣的听友，不妨一听～ 本期概要： Sign 是什么 Sign 的发展历程 Sign 的业务，为什么拓展那些模块 Sign 如何帮助数字游民更方便地生活 如果更多的人开始广泛的旅行，这个世界一定会变得更美好 在Country-as-a-service的潜在可能性背景下，Sign 扮演的角色 和一些小国家的合作缘起、过程 弱主权国家需要的基础设施 赛博朋克作品中描绘的未来与我们今日的现实生活   Website： https://...