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E43. 为何币安接受阿联酋皇室20亿美金投资? 深扒中东主权基金与加密生态 ft. Bill Qian

本期介绍 近期围绕着中东的加密生态,有些重磅新闻。3 月 12 日,最大的加密货币交易所币安公布首次接受机构投资,投资金额为 20 亿美元,由阿布扎比的科技投资公司,由主权基金支持的 MGX 提供。同时,中东这几年在加密行业的布局和人才密度也在逐步领先。很多的加密行业大会比如 Token 2049,Solana 的 Breakpoint 今年也会在中东举办。 据深潮报道,「CZ说考虑个位数股权占比的融资,市场猜测如果按投资占股在5%-10%之间的话,币安给MGX的估值在200-400亿美元,这与2021年时曾传言欲以2000-3000亿美元寻求新加坡主权基金投资时的估值相去甚远。阿联酋“捡了便宜”,币安则是“交个朋友”以寻求主权国家的庇护」,同时「币安创始人赵长鹏如今也是阿联酋公民,在迪拜拥有房产,他曾多次表示看好阿联酋的加密生态。同时,Richard Teng也在去年底采访时透露,阿联酋作为币安总部基地“非常有吸引力”」。的确,币安在阿联酋拥有约1000名员工,占全球团队的20%;另一家加密交易所(CEX)Bybit, 在迪拜也有非常多的员工。 投资币安的阿联酋主权基金 MGX 也很值得深扒。 董事会主席 Tahnoun 是阿联酋开国总统的第六子,同时也是现任阿联酋总统的弟弟,掌握的总资产规模高达 2 万亿美金(相当于大半个加密市场的市值),并投资了一系列 AI 公司(OpenAI、xAI、Databricks),将AI技术视为国家未来的核心驱动力。CZ 赵长鹏和 OpenAI CEO Sam Altman 还出现在了阿布扎比的同一个聚会上。 这些背景信息,也让这笔投资变得耐人寻味。为何币安低估值牵手阿联酋皇室?中东主权基金是一个什么样的地位?中东在整个加密世界中又是一个什么样的生态位,什么样的项目适合在中东设立 base? 这期我们请到的嘉宾,在迪拜已经长居四年的 Bill Qian, 可谓是以上话题的不二人选。Bill 曾担任 Binance Labs 负责人,管理规模超200亿美元的资产组合;现任 Phoenix 集团首席投资官,这是中东最大的 Web3 公司,背后股东之一也是 MGX. Bill 曾还兼任月活用户超 10 亿的 Telegram 旗下 Ton 基金会董事,这也是一家与阿联酋「牵手」的科技公司。 我们还聊了加密行业对黄金、钞票、交易所的范式重构,越来越多的“海洋华人”,这个周期和以往有什么不一样,Bill 看好的赛道等。值得一提的是,Bill 业余时间做的油管频道"Bill it Up",已经做了 10 期播客采访,其中 3 期都达到了上万的播放,真的是 VC 做 IP 里面最卷的之一了哈哈。 如果你对币安这家公司,以及阿联酋主权基金 MGX、中东加密生态、中东生活感兴趣,本期不容错过!我们也准备今年的 Solana Breakpoint 去阿布扎比看看呢。 本期我们也录制了访谈视频(Bill 的设备太专业了): https://www.youtube.com/watch?v=p32232C9img Keywords: 加密货币(Crypto Currency)、区块链(Blockchain)、 Web3、比特币(Bitcoin)、超级个体(Super Individual)、 币安(Binance)、主权基金、AI、加密交易所(CEX)、Bybit、OpenAI 本期嘉宾&主持 嘉宾 Bill Qian 作为目前全球唯一运作过中东IPO的华人,Bill 现任 Phoenix 集团首席投资官,并联合创立了投资基金 Cypher Capital,主理了面向全球用户的 Youtube 油管频道"Bill it Up"。推特/X @billqian_uae 主持 Star 播客 Day1Global 主理人,10+年用户产品经理,技能树横跨内容社区、电商平台和人工智能,在探索成为全球化时代的超级个体。推特/X @starzqeth;Farcaster @starzq.eth ; 即刻 starzq.eth 主持 & 制作 Ruby 播客 Day1Global 主理人,10+年互联网运营,曾在亚马逊等多家科技公司就职。推特/X @rubywxt1;Farcaster @rubywang ; 即刻 rubywang.eth

"Higher is a Mindset" with Martin Anquetil, founder of Higher and creator of Aether AI | ZEROPOD SEASON 2 E3

What does it mean to build a brand without a leader, a strategy, or even a plan? In this episode of ZEROPOD, I sit down with Martin Anquetil, one of the founders of $HIGHER, the headless memecoin brand redefining chaos as culture onchain.  We dive into everything from AI agents breaking bounty bots on Farcaster to an Ethereum stock split, the memecoin meta and the challenges of building a project based on a number-go-up meme even when number doesn’t always go up. Along the way, Martin shares lessons from his time within Nouns, explores the unique challenges of decentralization, and reveals what it takes to survive a 97% token price crash with your optimism and community intact.  We really enjoyed this conversation with Martin, and we hope you do too! — TIMESTAMPS: 00:00 - Figuring out “Can we do this thing?” while doing it   01:00 - ZEROPOD Intro   01:51 - The Martin Origin Story   04:00 - College and Interning at Google   05:00 - Oneshot by Topshot   07:00 - 2021 NFT Season Nostalgia   10:55 - Who the F**k is Buying XRP?   11:50 - Ethereum Stock Split Discussion  15:15 - First Impressions of Nouns   16:15 - Leaving TopShot to Explore Onchain Options   17:50 - Freelancing with Nouns Builder   19:19 - Agora, Explorer Grants, and Other Nouns Initiatives   20:00 - Mogu Mogu Mogu: Nouns Governance Tooling   24:19 - Starting $HIGHER   25:00 - Roots in /bullposting    28:00 - How Would He Launch Higher Today?   32:00 - The Strength of Builders Who Stick Through the Bear   34:00 - “Higher, Not Sideways”  37:30 - Quack Quack ⌐◨-◨:    38:50 - Is $HIGHER a Neo-DAO or Something New?   40:00 - Authenticity vs. Top-Down Control: The Higher Experiment   44:00 - Could $ANON Run a Higher-Like Playbook?   45:00 - Farcaster Users Speed-Running Speculation Lessons   47:00 - $ZEROPOD: Exploring Media and Tokens   49:00 - The Origins of $POINTS on Farcaster   50:50 - “Provenance is Culturally Emergent”   51:00 - Jacob’s Horse Meme and Its Viral Evolution   53:53 - What Is Aether? The AI Agent Shaking Things Up   57:00 - The $LUM Luminous Launch   1:01:00 - Challenges of Community Cohesion in Decentralized Projects   1:02:03 - Questions for Martin from Aether   1:06:00 - What’s Next for Aether? Memory and Autonomy   1:07:00 - Aether on Twitter? Exploring New Platforms   1:08:00 - Balancing Meaningful Building with Market Pressures   1:11:00 - Betting on Yourself and Long-Term Projects   1:14:00 - Martin’s Thoughts on Trading and Staying Grounded   1:16:00 - Coinbase Listings and Meme Coin Dynamics   1:21:00 - What’s Next for Martin and $HIGHER   1:24:00 - Outro: Reflections and the Road Ahead — Podcast recorded by Toady Hawk, edited by Toady Hawk and JackWyldes. Hosted by Toady Hawk. Music by Toady Hawk x Suno AI. This content is zero rights reserved (cc0), please remix and reuse it in any way you like!

Context S4: Does Fashion Make Tech Cool? w/ Maghan McDowell, Senior Innovation Editor at Vogue Business

In the season 4 premier, Blake speaks with Maghan McDowell, senior innovation editor at Vogue Business, and gets a temperature check on how the fashion industry is embracing AI and NFTs. They review some of the most iconic fashion NFT collaborations including Gucci, Louis Vuitton, Nike, and go over what made them successful and what can be learned from them. Blake even asks if the fashion industry has actually abandoned NFTs and web 3 (spoiler alert: it has NOT!). They talk through one of the most exciting developments in the crypto fashion arena, Digital Product Passports (DPPs) and how Coach is leading the way on this. They continue by chatting about how generative AI will continue impact the fashion industry as well as advances in data science and machine learning. Blake also asks how Maghan defines digital fashion and why we aren’t seeing more influencers wearing digital fashion (***digital tailoring is hard!) They wind down by addressing the growth of Substack, its impact on journalism and Condé  Nast’s partnership with Open AI. If you’re a fashion person or interested in consumer tech, this one is for you. This episode is in partnership with Bonsai, a cross chain social token empowering creators across Lens, ZKsync and Base. This is a token that I actually use and love…you can even collect this episode on Orb with Bonsai :) Maghan’s X: https://twitter.com/MaghanMcD Blake's Context Orb Club: https://orb.club/c/context Blake’s X: https://twitter.com/blakefinucane Bonsai: https://orb.club/@bonsai Boys Club Newsletter: https://boysclub.beehiiv.com/