by Mint Ventures
《WEB3 MINT TO BE》是由投资机构Mint Ventures推出的Web3商业主题栏目。在这里，我们将邀请来源广泛的Web3从业者作为嘉宾，以对谈的轻松形式，为大家厘清行业热点背后的事实，提供穿透事件本身的洞察，引入多元的思考角度。 期待各位在收听后给我们积极反馈，这些都会成为栏目迭代生长的营养。 To bring Web3 inclusion to everyone, we sit down with builders, professionals, communities, and entrepreneurs to share expertise and insight about everything Web3. We are here to help navigate your journey through these thought-provoking discussions. Let's push innovation forward together.
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8/11/2022
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June 21, 2026
欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】<br>本期我们回到很久没聊的加密圈，聊聊在这个周期中，比较少见的、基本面还在持续改善的项目——Hyperliquid，试图用三个问题来拆解关于它的全部争议：1、它凭什么赚钱？2、钱会变多还是变少？3、现在的价格定价了什么？<br>欢迎留言，写下你的观点，也可写下其他你希望我们关注、讨论的投资标的。<br>时间线:<br>00:00:58 Hyperliquid 的基础信息<br>00:04:42Hyperliquid 近期增长的三个因素<br>00:13:18 Hyperliquid 的代币经济学<br>00:16:45 Hyperliquid 的竞争优势<br>00:21:12 Hyperliquid 可能面临的风险<br>00:26:01 空头视角下 Hyperliquid 面临的问题<br>00:31:39 Hyperliquid 未来的增长空间<br>00:...<a href="https://www.xiaoyuzhoufm.com/episode/6a379ef5608f69578bd77831?utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PWFwcGxlcG9kY2FzdF9zaG93bm90ZXMmbXQ9OA%3D%3D">去小宇宙查看完整单集简介</a><br><a href="https://oia.xiaoyuzhoufm.com/player/6a379ef5608f69578bd77831?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false">在小宇宙查看该单集文稿</a>
May 16, 2026
<blockquote><p>欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】</p></blockquote><p>本期我们来聊聊AI 产业里拥有最高确定性的标的（或许没有之一）——台积电。我们会聊到台积电的生意本质、护城河、它的财务状况与估值、未来可能面临的几大风险点。欢迎留言，写下你的观点，也可写下其他你希望我们关注、讨论的投资标的。</p><blockquote><p>时间线:</p></blockquote><p><a class="timestamp">00:00:30</a> AI 产业链中的卖铲人</p><p><a class="timestamp">00:04:50</a> 台积电的生意本质</p><p><a class="timestamp">00:13:43</a> 护城河的五个维度</p><p><a class="timestamp">00:22:22</a> 财务状况回顾</p><p><a class="timestamp">00:33:45</a> 未来增长的驱动力</p><p><a class="timestamp">00:36:37</a> 风险因素</p><p><a class="timestamp">00:41:03</a> 估值推算</p><p><a class="timestamp">00:50:45</a> 值得长期跟踪的关键指标</p><p>注：<a class="timestamp">00:25:10</a>处的数字有口误，可在文本中查看修正后的数字。</p><p>文字版：<a target="_blank" rel="noopener noreferrer nofollow" href="https://research.mintventures.fund/2026/05/16/web3-mint-to-be-ep41-tsmc-the-highest-conviction-investment-in-the-ai-industry/">《EP41：台积电——AI 产业最高确定性标的》</a></p>
April 26, 2026
<blockquote>欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】</blockquote><p>本期我们请研究员 Lawrence 来做一下关于Circle的分享。Circle 是他从去年就开始覆盖，也一直在持续跟踪的标的之一。他会重点分析这家公司目前值得关注的核心问题，特别是那些可能与市场主流叙事存在偏差的部分，同时也会探讨应该如何对这家公司进行估值。</p><p>欢迎留言，写下你的观点，也可写下其他你希望我们关注、讨论的投资标的。</p><blockquote>时间线:</blockquote><p>0:01:52 Circle 股东价值的五层乘法</p><p>0:06:04 稳定币市场的需求拆解</p><p>0:13:06 USDC 在稳定币市场的份额变量</p><p>0:18:26 Circle 的收入构成与渠道分成机制</p><p>0:29:22 利润留存率与估值对比</p><p>文字版：<a href="https://research.mintventures.fund/2026/04/26/web3-mint-to-be-ep40-circle-stablecoin-dividend-power-struggles-over-distribution-rights-and-valuation-boundaries/">《EP40：Circle ：稳定币红利、分配权博弈与估值边界》</a></p>
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雨中狂睡
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Zhou Qi
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Lawrence
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Min Dao
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综常学
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《WEB3 MINT TO BE》是由投资机构Mint Ventures推出的Web3商业主题栏目。在这里，我们将邀请来源广泛的Web3从业者作为嘉宾，以对谈的轻松形式，为大家厘清行业热点背后的事实，提供穿透事件本身的洞察，引入多元的思考角度。
期待各位在收听后给我们积极反馈，这些都会成为栏目迭代生长的营养。
To bring Web3 inclusion to everyone, we sit down with builders, professionals, communities, and entrepreneurs to share expertise and insight about everything Web3. We are here to help navigate your journey through these thought-provoking discussions. Let's push innovation forward together.
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