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Multicoin 峰会讨论小组:2018 年秋季

John Robert Reed
2018年12月18日 | 7 Minute Read

在纽约市的 Dream Hotel,Multicoin 2018 年秋季峰会汇聚了加密领域一些最聪明的“大脑”和最伟大的思想家。我们很荣幸能邀请到很多演讲者,他们飞越了大半个地球,出席本次思想的交流。 今年,我们触及到了加密领域某些最核心的问题和最令人兴奋的主题——从 Web3 协议栈储备到稳定币,再到零知识证明,以及它们将会怎样改变世界。如果您不能亲自到现场,也别害怕错过了:以下内容是精选的论坛汇总,它们是峰会最精彩的部分。您可以收听本期内容的播客,或者在 YouTube 频道观看完整的视频。 闲话少说,让我们开始吧...... Fred Wilson 和 Tushar Jain 关于投资组合的搭建 在这部分的炉边谈话,Union Square Ventures 的 Fred Wilson 和 Multicoin Capital 的 Tushar Jain 探讨了资产配置者和基金经理在现代投资组合的种种细节。整场对话中,他们讨论了如何看待长期/短期信仰、投资主题发掘、战略风险、如何挑选赢家和(风投资金)投资加密基金等关键问题。本次对话最后就不同智能合约平台之间的权衡和去中心化治理是如何发挥(或没有发挥)作用进行了激烈的讨论。这一部分是你一定不想错过的。

YouTube 视频链接 视频长度: 46 分钟 (编者按:非常抱歉!在该部分演讲中,与会者撞了好几次摄像机。导致这段视频在某些片段失焦了。如果你觉得视频让你分心,请听对应的播客。但是剩余的所有视频都很清晰。感谢你的包容!) Web3 协议栈的现状 该小组试图回答一个最核心的问题:Web3 协议栈什么时候才能跨过使用性的阈值,同时要实现该目标必须要克服的困难是什么? 讨论者包括 Multicoin Capital 的 Kyle SamaniSkale Labs(一家通过让以太坊去中心化应用在 Layer 2 运行高速度、低成本智能合约来解决区块链扩容性的公司)的 CEO Jack O’Holleran;Decentraland 基金会(正在开发一个不受任何中心化控制的虚拟世界的团队)的产品主管 Tony Sheng 和负责 Messari(一家总部位于纽约,旨在为数字货币生态提供透明性和更智能投资决策的初创公司)业务发展的 Katherine Wu

YouTube 视频链接 视频长度: 44 分钟 伟大的稳定币之辩

作为峰会最令人期待的讨论小组,它包括了来自 Maker 和 Reserve(两个最著名的去中心化稳定币团队)、还有 Circle(市场中最重要的“法币/加密货币”稳定币之一)的演讲者。 发言人包括 Reserve(全面开放透明货币)的 CEO 和联合创始人 Nevin Freeman;MakerDAO(一个基于以太坊区块链的去中心化自治组织,它致力于最小化自己的代币 Dai 的价格波动,与国际货币基金组织 IMF 的一篮子货币特别提款权 SDR 唱反调)的董事兼 COO Steve Becker;Circle 的业务发展和合作伙伴主管 Vishal Gupta;当然,还有来自我们 Multicoin Capital 的 Kyle Samani。

YouTube 视频链接 视频长度:1 小时 3 分钟 聚合理论和瘦协议

2016 年,胖协议首次被提出的时候掀起了一场革命。对业内的每个人来说,它绝对是必不可少的读物。该讨论小组汇集了三个加密领域具有前瞻性的 GP ,他们在胖协议首次提出的两年后对它进行重新评估,并挑战该理论的长期适用性。 小组成员包括 Multicoin Capital 的 Kyle Samani;Pantera Capital 的联合首席投资长 Joey Krug(同时他也是去中心化预测平台 Augur 的联合创始人);还有来自 a16z 加密基金的合伙人 Jesse Walden

YouTube 视频链接 视频长度:36 分钟

零知识证明:即将改变世界的神秘科技

来和我们一起加入这个讨论小组(这是 Kyle 最喜欢的部分)。零知识证明(ZKP)将以我们不太可能理解的方式彻底改变人类、商业与政府关系。该小组包括开发 ZKP 的三个最重要的公司:Zcash,Coda 和 Starkware。 小组参与者包括 Multicoin Capital 的 Kyle Samani;StarkWare Industries(一家通过使用 STARK 技术提高区块链可扩展性和隐私性的公司)的联合创始人和 CEO,Uri Kolodny;Coda(第一个开发恒定大小区块链的加密货币)的 CEO,Evan Shapiro;和 Zcash Company(它支持着 Zcash 加密货币的发展——一种建立在牢固科学上,保护隐私的数字货币)的副董事,Josh Swihart(最佳即兴演示奖的获得者)。

YouTube 视频链接 视频长度:30 分钟 加密投资者的角色转变

加密投资者角色的转变 是非常快速的。区块链技术会在下个世纪创造数以万亿美元的价值。但投资代币与投资公司有本质的区别:负责任地投资加密生态需要新工具,新方法和保密措施。 仅仅作为一个纯托管人或资产管理者是远远不够的。原生加密管理者也肩负着通过投资、治理和积极参与等方式来引导新兴市场走向稳定的责任。该小组汇集了来自不同背景的经理人,分享他们的观点和经历。 小组成员包括 Multicoin Capital 的 Tushar Jain;Blocktower Capital 的 CIO,Ari Paul;CoinFund 的常务董事和 CIO,Alex Felix;Compound.vc 的一位合伙人,Josh Nussbaum;最后还有 FBG One 的全球业务发展主管,Shane Molidor

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