HODLong 后浪

I restarted HODLong as a traders' talk and hosted Ogle as the first guest on the show.
Show Notes
00:00 How Ogle first got into trading as a kid
05:17 Growing up poor and developing a complicated relationship with money
10:52 Stepping back from public life, building companies, and returning to trading
14:09 Why deep research comes before making meaningful investments
18:23 The core thesis: revenue, real users, and value flowing back to token holders
24:53 How to research founders, incentives, and whether a business can sustain its model
27:00 Early bets vs. later entries: balancing risk, upside, and conviction
29:41 Position sizing and the idea of a “sleeping size”
32:19 A real-time example of resizing a position when part of a thesis breaks
36:29 The “wrong train” mental model for cutting a losing position
38:05 Why opportunity cost matters more than comparing investments directly
41:19 What makes a business defensible: moats, partnerships, and distribution
46:16 Self-worth, luck, and proving you can still perform
50:37 Why strong founders can still lose: timing, capital, and staying close to users
57:23 How better user experience helped reshape perpetual trading
60:04 Why investing is easier to pivot than building a company
61:44 Actively looking for evidence that disproves your thesis
65:40 Turning trading lessons into durable mental models
68:23 Ego, detachment, and why traders are often competing against themselves
70:34 Managing liquidity risk and preserving optionality in large positions
72:49 Social trading, signaling, and the danger of performing for an audience
78:25 Closing thoughts: social media, visibility, and the Panopticon




If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:
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Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show.

重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

Show Notes: 

00:00 Introduction and Background about StandX and DUSD (why build together?)
02:15 Evolution and Challenges of on-chain DEXs
08:15 User Needs under Current Market Dynamics
12:32 Product Design and User Experience
16:41 Other Perp DEXs
21:15 Risk Management and Regulatory Environment for Perp DEXs
24:58 Market Competition and Strategic Positioning
30:08 User Feedback and Product Iteration
34:18 Summary and Outlook

X: @StandX_AG / @StandX_Official
Website: https://standx.com/ 

If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:
如果喜欢本作品，欢迎打赏ETH/SOL/BTC：
ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20
SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt
BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG

Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show.

重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

Show Notes: 
00:00 The Journey of Self-Reflection
02:41 Understanding Failure and Fear
05:25 Defining Success and Failure
07:56 The Role of Trust in the Industry
10:13 Navigating the Crypto Landscape
13:03 The Evolution of Crypto Ventures
15:33 Lessons from Early Experiences
17:55 The Importance of User Value
20:44 The Impact of Market Dynamics
23:14 Reflections on Airdrops and User Engagement
26:01 Navigating Challenges in the Crypto Space
29:09 The Future of Crypto and Personal Growth
38:34 The Call for Decentralization
41:18 Building Jupnet: A New Era in Finance
43:59 Innovations in Authentication and Sequencing
48:49 The Multi-Chain Future: Embracing New Opportunities
51:06 The Role of Empathy in Leadership
59:54 Personal Growth and the Importance of Vision
01:04:06 Studio and the Challenges of Launching Projects
01:15:17 Focus on Building Strong Brands
01:17:44 Navigating Support Frameworks and Expectations
01:20:05 Leadership and Community Engagement
01:23:00 The Importance of Sustainable Project Support
01:26:18 Reflections on the JOO Token and Community Dynamics
01:36:26 Rebuilding the Token Narrative and Community Trust
 
X: @weremeow / @JupiterExchange
Website: https://jup.ag/

If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:
如果喜欢本作品，欢迎打赏ETH/SOL/BTC：
ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20
SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt
BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG

Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show.

重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

Show Notes:
00:00 Opening and self-introduction
01:23 The development history of Layer 0
04:37 Market competition and partners
06:47 Investment and market dynamics
09:26 Future outlook and strategic direction
16:33 The relationship between capital and the “interstellar arena”
19:10 Challenges of consolidation and the management environment
21:22 The impact of STG and market changes
24:05 Voting mechanisms and team participation
26:57 Buyback plans and use of funds
29:36 The development and future outlook of Layer 0
32:37 Comparison the experience working with PayPal and Plasma
35:45 Future challenges and opportunities
X: @PrimordialAA / @LayerZero_Core 
Website: https://layerzero.network/
 

If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:
如果喜欢本作品，欢迎打赏ETH/SOL/BTC：
ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20
SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt
BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG

Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show.

重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。

02:04 Crypto Journeys: Soju and Zhen's Backgrounds
04:27 Understanding Meteora: Current State and Future Vision
06:49 Lessons from Mercurial: Token Migration and Community Support
09:30 The Trump Token Launch: Behind the Scenes
12:23 Positioning for Future Celebrity Launches
14:59 Governance and Vetting Processes in Token Launches
17:46 Dynamic Bonding Curve: Innovations and User Experience
20:39 Dynamic Liquidity Market Maker: Features and Advantages
23:24 Challenges and Future Developments in DLMM
26:02 The Role of MET Token and Community Alignment
28:32 Revenue Utilization and Buyback Philosophy
31:10 Metrics for Success: Focusing on Fees
33:45 Future Vision: What Will Meteora Look Like in Six Months?
 
X: @MeteoraAG./ @0xSoju / @realdezen

If you like this episode, you're welcome to tip with Ethereum / Solana / Bitcoin:
如果喜欢本作品，欢迎打赏ETH/SOL/BTC：
ETH: 0x83Fe9765a57C9bA36700b983Af33FD3c9920Ef20
SOL: AaCeeEX5xBH6QchuRaUj3CEHED8vv5bUizxUpMsr1Kyt
BTC: 3ACPRhHVbh3cu8zqtqSPpzNnNULbZwaNqG

Important Disclaimer: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion. This podcast is for informational purposes only and should not be construed as investment advice. Mable Jiang may hold positions in some of the projects discussed on this show.

重要声明：Mable Jiang或嘉宾在播客中的观点仅代表他们的个人看法。此播客仅用于提供信息，不作为投资参考。Mable Jiang有时可能会在此节目中讨论的某项目中持有头寸。