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Kyle Samani 的关于 Castle Island 主办的 Brink 的特稿

Multicoin Capital
通過 Multicoin Capital
2020年10月12日 | 56 minute listen

编者注: 本播客最初由 Brink 发布。请按照相关链接访问其内容。以下描述已在此处合并以供参考。

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介绍

Multicoin 的联合创始人兼管理合伙人 Kyle Samani 参加了该节目,谈论他目前对比特币、以太坊的看法,并提供有关 web3 的最新信息以及 Multicoin 是如何抓住机会的。在本集内容中:

  • Kyle 目前对以太坊、定位以及填写路线图的前景的看法
  • 智能合约链的流动性网络效应是否无法克服
  • 公共区块链要达到全球规模需要什么
  • Kyle 对比特币的看法随着时间的推移而改变
  • WBTC 对以太坊的影响
  • Kyle 最近改变看法的话题最引人注目
  • Kyle 对 DeFi 代币 的 DCF 估值有效性的看法
  • Kyle 的关于哪些类别的 DeFi 代币应该获得长期价值的理论
  • Multicoin 的 EOS 论文回顾以及它们被修改的地方
  • Kyle 认为他的哪篇博文最容易过时
  • Web3 对 Kyle 的意义
  • 相对于 Kyle 在 2017 年的预期,Web3 的增长速度有多快
  • Kyle 认为即将推出的 Web3 项目可能适用大众市场
  • Multicoin 的 Helium 论文和 LoRaWAN 的重要性
  • Helium 代币经济学是如何以实物商品为模型进行建模的
  • Kyle 在未来 5 年内对 web3 应用的期望
  • 以太坊是否需要 web3 才能取得成功,以及反之如何

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