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宝可梦卡牌如何撑起十亿美元 Web3 生意？

AI 摘要 链上集换式卡牌（TCG）项目通过 “盲盒抽卡” 模式实现了十亿美元量级的交易流水，其核心在于利用区块链技术解决了传统卡牌市场流转率低、交割摩擦大等痛点。即时回购机制与透明的链上资产定价，极大提升了用户的交易频率与参与积极性，使卡牌资产在链上实现了高效的金融化流转。尽管当前收入结构高度依赖少数高净值用户，且存在库存估值与中心化履约风险，但该模式通过 API 接口外溢基础设施能力，展现了 RWA 在提升全球流通效率方面的潜力。成功的 Web3…

  • Web3
  • TCG (集换式卡牌游戏)
  • RWA (现实世界资产)

01:31:23Chinese摘要 · 转录

HODLong 后浪

Ep. 71: Dave：“市场发生结构性改变的原因是人发生了结构性改变”

AI 摘要 交易员 Dave 探讨了量化与主观交易的融合之道，强调在加密货币市场中，威科夫分析法与动量资金逻辑是构建长周期交易体系的核心。随着生产力工具门槛降低，传统价值投资在现代市场中面临结构性失灵，非理性情绪与资本抱团成为获取超额收益的关键变量。Dave 指出，量化交易并非简单的自动化执行，而是基于交易灵感（Trading Idea）的系统化构建，需在实盘中不断迭代。此外，他强调在 AI 时代，交易者应通过冥想与专注力训练提升处理复杂信息的能力，并主张通过 “公开交易” 展示策略以获取融资与同频交流，在保持对市场敬畏的同时，不断反思并优化交易闭环。

  • DeFi Summer
  • 威科夫
  • 量化交易

00:54:44Chinese摘要 · 转录

Galaxy Brains

Why Onchain Lending with Sidney Powell

AI 摘要 On-chain lending bridges the gap between traditional finance and decentralized infrastructure by leveraging blockchain for transparency and operational efficiency. Maple Finance, led by CEO Sidney Powell, employs a hybrid model that combines on-chain loan origination with…

  • Maple Finance
  • DeFi (Decentralized Finance)
  • Stablecoin

48 minEnglish摘要 · 转录

Coinage

Why Nvidia Could Rally Even Without Jensen Huang: Dan Niles

AI 摘要 The AI investment cycle faces scrutiny regarding overcapacity and regulatory hurdles, yet recent market volatility has reset positioning, creating potential for near-term rallies. Nvidia remains a focal point, with its performance often compared to Apple’s resilience following…

  • Nvidia
  • Jensen Huang
  • Anthropic

31 minEnglish摘要 · 转录

Plain English with Derek Thompson

Jensen Huang’s Downfall Is So Much More Than a Sex Scandal

AI 摘要 Jensen Huang’s resignation from Nvidia marks a pivotal moment in the global artificial intelligence landscape, triggered by a scandal involving an affair with an executive at Megaspeed, a firm suspected of facilitating illegal chip shipments to China. This event exposes the…

  • Nvidia
  • CUDA
  • TSMC

1 h 4 minEnglish摘要 · 转录

Basis Points

JENSEN HUANG IS NO LONGER THE CEO OF NVIDIA | Basis Points

AI 摘要 Jensen Huang’s sudden resignation as NVIDIA’s CEO marks the end of an era, triggered by scandals involving extramarital affairs and alleged national security breaches. The board’s decision to remove Huang, while controversial among loyalists, addresses the severe risk of legal…

  • Jensen Huang
  • NVIDIA
  • CUDA

01:13:26English摘要 · 转录

更多新节目

全部 英文 中文
  1. Will Scottish Mortgage, Terry Smith and Nick Train return to form?

    On The Money

    摘要28 min
  2. CPNG-01COUPANG~对冲美股风险/韩国电商大王/老钱Baillie gifford投资 #投资 #投資 #美股 #trading #shopping #fintech

    X-invest 想法

    摘要32 min
  3. 127.真正的投资是理解变化，而非预测未来《柏基投资之道》

    财自由

    摘要01:07:42
  4. 145经历两次世界大战的投资机构：柏基如何用“长期 + 不对称收益”跑赢大盘？

    不可思议Bookish

    摘要44:27
  5. Funds Fan: 10 fund buying tips, and why I left Baillie Gifford

    On The Money

    摘要42 min
  6. Technological Revolutions and The Shape of Tomorrow. Carlota Perez for Baillie Gifford. May 2020

    Carlota Perez

    摘要1 h 5 min
  7. How teaching and learning will change in the age of AI, with C. Edward Watson, PhD, and Beth Schwartz, PhD

    Speaking of Psychology

    摘要48 min
  8. 追求极致成长的投资人Baillie Gifford：投资理念，策略

    他山之石观投资

    摘要1 h 14 min
  9. Investment Masterclass with fund manager Baillie Gifford

    Money Clinic with Claer Barrett

    摘要25:08
  10. From chips to couture: Baillie Gifford explains top long-term stock picks

    CNBC International Live

    摘要10 min
  11. Charles Plowden: "It is too simplistic to say Baillie Gifford stocks are expensive - we don't think they are"

    Investors' Chronicle

    摘要51:33
  12. Supervisory Engineering, AI and the Future of Software with Annie Vella

    Cloud Dialogues

    摘要52 min
  13. Scottish Mortgage’s Burns: Radical innovation always matters

    Investors' Chronicle

    摘要45:55
  14. The New Landscape for Growth Investing

    Gaining Perspective

    摘要38 min
  15. #220: Baillie Gifford - Value vs. growth: Where is the future of growth investing?

    Word on the Street

    摘要00:18:50
  16. IO Talks: Stuart Dunbar on the investment approach at Baillie Gifford

    Investment Officer

    摘要38 min
  17. VOL.221对话大白牛：掉肌肉、易抑郁、停药必反弹？撕掉“神药”滤镜

    这病说来话长

    摘要00:33:33
  18. Stuart Dunbar on Where Patient Growth Investors Find Value

    Schwab Network

    摘要00:05:59
  19. Tom Slater interview: Scottish Mortgage’s lockdown winners and new trends

    On The Money

    摘要15 min
  20. Love in the time of Palantir

    Planet Money

    摘要26 min
  21. Ask Jay: The Right Opportunity Might Not Be What You Expect

    On Purpose with Jay Shetty

    摘要33 min
  22. For a lot of Gen Z, gambling is investing

    The Indicator from Planet Money

    摘要9 min
  23. Tom Slater on Growth Investing (Podcast)

    Masters in Business

    摘要1 h 6 min
  24. Tom Slater of Scottish Mortgage: growth, the pandemic, and the importance of optimism

    MoneyWeek Talks

    摘要48:11
  25. ‘Most businesses would benefit from more intelligence’: Tom Slater

    Investors' Chronicle

    摘要42:25
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