55 Episodes
4 Ratings
Monthly Cadence
2022 First episode About WEB3 Mint To Be 《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.
Publisher Mint Ventures
Category education
Language zh
Explicit No
First episode 11 Aug 2022
Latest episode 11 Aug 2026 Latest episodes 55 episodes in the feed.
11 Aug 2026
EP55：AI 算力互联层浅析：为什么选择 Lumentum 和 Coherent 欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】
本期我们请研究员 Lawrence 来做一下关于 AI 算力互联层及相关重点标的的分享。他会讲到算力互联的架构、光模块的传递、CPO 渗透率预测等内容，还会重点拆解 Lumentum（音频中简称 LITE） 和 Coherent 两个公司的业务情况和风险点。希望能让你有所收获。
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。
时间线:
00:02:30 算力互联的四层架构
00:04:55关于「光进铜退」
00:07:36 光模块的传递拆解
00:09:00 激光器的难度分层
00:12:22 激光器的”租金池”方程
00:13:21 模块层面的四种变化
00:15:29 CPO 渗透率预测
00:23:52 两个标的的业务数据和风险拆解
00:33:49 总结
文字版：《EP43：AI 算力互联层浅析：为什么选择 Lumentum 和 Coherent》 (https://research.mintventures.fund/2026/08/11/web3-mint-to-be-ep43-a-brief-look-at-the-ai-compute-interconnect-layer-why-lumentum-and-coherent/)
在小宇宙查看该单集文稿 (https://oia.xiaoyuzhoufm.com/player/6a7b318917676351c5706048?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false)
21 Jun 2026
EP54：Hyperliquid：关于增长、稀释与监管窗口 欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】
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？
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。
时间线:
00:00:58 Hyperliquid 的基础信息
00:04:42Hyperliquid 近期增长的三个因素
00:13:18 Hyperliquid 的代币经济学
00:16:45 Hyperliquid 的竞争优势
00:21:12 Hyperliquid 可能面临的风险
00:26:01 空头视角下 Hyperliquid 面临的问题
00:31:39 Hyperliquid 未来的增长空间
00:...去小宇宙查看完整单集简介 (https://www.xiaoyuzhoufm.com/episode/6a379ef5608f69578bd77831?utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PWFwcGxlcG9kY2FzdF9zaG93bm90ZXMmbXQ9OA%3D%3D)
在小宇宙查看该单集文稿 (https://oia.xiaoyuzhoufm.com/player/6a379ef5608f69578bd77831?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false)
16 May 2026
EP53：台积电——AI 产业最高确定性标的 欢迎大家收听由Mint Ventures发起的播客【 WEB3 Mint To Be 】
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。
时间线:
00:00:30 AI 产业链中的卖铲人
00:04:50 台积电的生意本质
00:13:43 护城河的五个维度
00:22:22 财务状况回顾
00:33:45 未来增长的驱动力
00:36:37 风险因素
00:41:03 估值推算
00:50:45 值得长期跟踪的关键指标
注：00:25:10处的数字有口误，可在文本中查看修正后的数字。
文字版：《EP41：台积电——AI 产业最高确定性标的》 (https://research.mintventures.fund/2026/05/16/web3-mint-to-be-ep41-tsmc-the-highest-conviction-investment-in-the-ai-industry/)
Who has been a guest on WEB3 Mint To Be Names identified in recent episode analyses. Showing up to five guests.
Colin 链上游民 XinGPT 雨中狂睡 Zhou Qi Reach and audience Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US) 5.0 / 5 4 ratings Shows with a similar audience Questions about WEB3 Mint To Be Who hosts WEB3 Mint To Be? Mint Ventures and [Host Name] and Alex host the show. Published by Mint Ventures.
How often do new episodes come out? The show publishes monthly, based on its RSS feed.
Does WEB3 Mint To Be take guests? Yes. Guests have been identified in episode analyses.
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