Roundtable

"DeInsight 2024" Roundtable Discussion: Cryptocurrency Regulation Means Our Connection to the Real World is Becoming Tighter

ChainCatcher live report, Orbiter Finance Chief Business Officer AVA, Risc Zero Global Market Director Tina Liu, Impossible Finance Core Developer Calvin Chu, Zypher Network Chief Operating Officer Maggie, and AlterVerse Chief Marketing Officer Andy jointly attended the DeInsight conference and engaged in an in-depth discussion on hot topics such as the dilemmas and breakthroughs of Web3 innovation in a roundtable titled "Insights from Innovators."The focus of the attendees was on industry changes such as meme coins, institutionalization, and AI empowerment. Institutionalization means that assets are gradually accepted as emerging assets, while meme coins are favored by users for their ability to easily generate huge profits, akin to the allure of a casino. The combination of AI and blockchain technology is gradually transcending company boundaries.Regarding regulation, the guests believed that crypto regulation would tighten our connection to the real world and help crypto technology have a positive impact in reality. Vitalik Buterin supports friendly regulatory policies, pointing out that excessive freedom could lead to potential risks. Therefore, the industry urgently needs to find a balance between regulation and privacy, such as taking measures to prevent theft and money laundering.Looking back at the development of the streaming industry in 2024, the guests unanimously agreed that AI will be a key focus, with the application of AI becoming increasingly important in every crypto project, and the technology becoming more accessible and advanced.Looking ahead, the attendees held an optimistic view of the market, expecting new investment opportunities to emerge in 2025, especially in the fields of the metaverse and modular infrastructure design. Overall, the industry is undergoing profound changes, providing ample development space for young entrepreneurs.Remote participation 👉Live video link: https://www.youtube.com/live/tTVcUPumPysImage live link: https://www.pailixiang.com/album_ia7637038926.html

"DeInsight 2024" Roundtable Discussion: SocialFi may ultimately not serve humanity, but rather a new species that is a combination of half-human and half-AI

ChainCatcher live report, Mask Network founder & CEO Suji Yan, World3 co-founder Ling, SendingNetwork business development head Paulo Carlos, and Metya COO Christy attended the "DeInsight 2024" and participated in a roundtable discussion titled "Social, AIGC and Metaverse," where they conducted an in-depth discussion on popular topics such as ideal social interactions and AIGC.Suji Yan stated that the ideal cyberspace should be free and independent, with each part, each entity, and even each AI agent possessing citizenship and being treated equally. Ling believes it should at least be decentralized and privacy-protecting, while Paulo Carlos emphasized that accessibility must come first.Regarding whether there are significant breakthroughs in this round of Web3 social, the guests had differing opinions. Christy believes that the progress in social interactions has been underestimated, and he looks forward to the impact of AIGC on various aspects of daily socializing, while Paulo Carlos thinks there hasn't been much real innovation, as most are just applications that were previously attempted but failed, now gaining more adoption.On the future trends of social interactions, Suji Yan stressed that it is not good to financialize many aspects of social interactions too early. SocialFi ultimately does not serve humanity, nor does it serve our current version of ourselves or our descendants. It is more like serving a species that will evolve into a hybrid of human and AI in the coming decades. Ling also believes that in the future, AI agents could become users.Remote participation 👉Video live link: https://www.youtube.com/live/tTVcUPumPysImage live link: https://www.pailixiang.com/album_ia7637038926.html(Source link)

"DeInsight 2024" Roundtable Discussion: There are differences in fund styles between the East and West, with American funds focusing more on long-term technology, while Asian funds tend to favor high growth potential and clear market strategies

ChainCatcher live report, BMAN, co-founder of ABCDE Capital, Shi Khai Wei, co-founder of LongHash, Ryan Chen, partner at HashKey Capital, Bruce Lan, partner at Bing Ventures, and Momir Amidzic, investment director at IOSG Ventures, attended the DeInsight conference and engaged in an in-depth discussion on the hot topic of "New Cycle in Primary and Secondary Crypto Investment" during a roundtable.BMAN stated that ABCDE Capital's investment focus this year remains on the first or only project in a particular field. The fund places special emphasis on AI projects, noting that while blockchain is friendly to AI, it is not friendly to humans. He pointed out that more AI applications will emerge in the blockchain space in the future. He also mentioned that ABCDE recently collaborated with TG to develop a trading application, which is the largest user trading application in the TG ecosystem, aimed at creating a brand new trading experience.Shi Khai Wei mentioned that LongHash's focus has shifted to application areas this year, particularly in gaming and AI.Ryan Chen revealed that HashKey Capital has obtained a fund management license from the Monetary Authority of Singapore this year and launched the world's first Bitcoin ETF and Ethereum ETF in Hong Kong.Bruce Lan stated that Bing Ventures has initiated its fourth business line and is currently in contact with over 10 outstanding funds. He emphasized the desire to become a bridge between Eastern and Western markets, supporting excellent GPs.Momir Amidzic shared IOSG Ventures' investment achievements, mentioning that projects like Eigenlayer, Babylon, and Celestia, which were invested in a few years ago, have yielded substantial returns this year. During last year's USDT collapse, IOSG also firmly invested in the stablecoin category.When discussing this year's market changes, the guests noted that Asia has more application and consumer projects, while the West has many infrastructure and technological innovations. U.S. funds are more focused on long-term technology-based projects, whereas Asian funds tend to favor high growth potential and clear market strategies. In the West, people excel at storytelling and creating new narratives, while Asians are skilled in engineering implementation, applying everything to new realities. Shi Khai Wei mentioned that U.S. funds focus more on equity rather than tokens, although they typically also invest in tokens. Asian funds are more open to the idea of direct investments, while U.S. funds are relatively conservative. From an investor's perspective, retail investors in Asia have a much higher risk tolerance than those in the West.In the market environment where Bitcoin continues to hit new highs, the guests expressed an optimistic outlook on the recent market, but there were differing views on the cycle position. BMAN believes that the current phase marks the beginning of a bull market, benefiting from the initiation of a new round of interest rate cuts and changes in the SEC chair, which will create a better entrepreneurial environment and policies. Momir, however, cautioned that this may be the last quarter of the bull market, advising entrepreneurs to respond rationally to market cycles and maintain resilience during bear markets.Remote participation 👉Video live link: https://www.youtube.com/live/tTVcUPumPysImage live link: https://www.pailixiang.com/album_ia7637038926.html

"DeInsight 2024" Roundtable Discussion: Decentralized AI & Depin Facing Multiple Challenges such as Supply-Side Oversupply and Privacy Risks

ChainCatcher on-site report****,**** io.net Asia-Pacific Regional Head Asa, Multiple Network APEC Director Frank, Olares Partner Cryptobird, Network3 Marketing Head Eliza, and Open Data Labs CEO and Vana Co-founder Anna Kazlauskas jointly attended "DeInsight 2024" and engaged in an in-depth discussion on the development challenges, incentive models, and future trends of decentralized AI & Depin in a roundtable titled "New Forces in Decentralized AI & Depin."Asa stated that the biggest challenge faced by io.net in its early days was balancing decentralization with reliability. When its network allows anyone, any hardware, and any account to enter, ensuring there are no fake accounts and maintaining network performance is no easy task.Anna Kazlauskas mentioned the challenge of oversupply on the supply side. When a value network built on a large amount of computing power, data, and other resources cannot ensure alignment with the demand side, the actual assets behind it may hold no value.Regarding the industry issue of oversupply on the supply side, Frank mentioned that Multiple Network suggests distinguishing whether devices in decentralized AI projects are in standby or working status and using targeted token incentives to reduce unnecessary consumption on the supply side and lower token output.The guests generally believe that the decentralized AI & Depin industry is in its early stages and has not yet found widely accepted and recognized application scenarios. Eliza shared a marketing perspective, noting that decentralized AI & Depin often face competitors in the traditional IoT and consumer markets. Providing users with more practical scenarios that allow them to use and benefit directly is a key issue for the next stage.Additionally, the guests commonly mentioned the challenges faced by decentralized AI & Depin projects in protecting user privacy data.Remote participation👉Video live link: https://www.youtube.com/live/tTVcUPumPysImage live link: https://www.pailixiang.com/album_ia7637038926.html(Source link)

"DeInsight 2024" Roundtable Discussion: Killer Apps Need to Address Retention, Not Just Growth

ChainCatcher live report, Puffpaw founder Reffo, MTT Sports co-founder Joe, SoSoValue co-founder Jess Lo, CMT Digital researcher Oliver Jaros, and Ether.fi ecosystem head Charles Mountain attended the DeInsight conference and participated in a roundtable discussion titled "Building Killer Applications," where they engaged in an in-depth discussion on the evaluation system for killer applications, key tracks, and other hot topics.The backgrounds of the guests vary, and their understanding of killer applications is diverse. Oliver believes that PMF (Product-Market Fit) and GPEN (Global Payment Network) are very important. Jess thinks that meme coins are the most eye-catching applications of this cycle, while Joe from MTT Sports believes that a smooth user experience and security are the most important qualities of an application. Reffo considers positive interaction with consumers to be the most crucial. Charles believes, "Typically, the killer applications in my mind are those that have a meta-definition, more specifically, those that can solve retention rates, not just growth."When comparing Web2 and Web3, the guests noted that both are community-based and need to find core users, understanding their pain points and needs. However, there is a world of difference in the monetization of user behavior and marketing investment between the two.Speaking of the impact of elections on Web3 applications, the guests mentioned that the market fluctuations caused by Trump's election have drawn attention, with many founders returning to the U.S., potentially leading to more crypto conferences being held in the U.S. Under the spotlight, the biggest killer application is the election prediction platform.Finally, the guests foresee that the most likely tracks for killer applications include payment and stablecoins that bring together on-chain and off-chain interactions, which can attract more users from emerging countries.Remote participation 👉Video live link: https://www.youtube.com/live/tTVcUPumPysImage live link: https://www.pailixiang.com/album_ia7637038926.html

"DeInsight 2024" Roundtable Discussion: Whether the strong upward momentum of BTC will continue remains to be seen, and attention should be paid to the implementation of subsequent policies

ChainCatcher live report, Autonomys Network research head Chen Feng, CKB ecosystem fund research head Hongzhou Chen, LSP Finance marketing director Jessie, and Mind Network Asia-Pacific head Leon Li jointly attended the DeInsight conference and participated in a roundtable discussion titled "Identify opportunities in the new cycle of Crypto," where they had an in-depth discussion on the development characteristics of Crypto in this cycle, the development trends of Crypto after the U.S. election, and more.Regarding the current state of Crypto, the guests generally agreed that it is crucial to clarify what practical problems Crypto aims to solve. Jessie believes that more and more projects realize that providing a better user experience is more important than emphasizing technology. Leon Li stated that an important point for project development is to demonstrate to community members and ecosystem projects that you have confidence in long-term competition rather than short-term games.For future trends worth noting in Crypto, the attendees emphasized several sub-directions, including payments, AI, privacy, and the Bitcoin ecosystem. Chen Feng mentioned that he focuses on the integration of privacy protection technology with various infrastructures, especially the innovations in privacy protection in AI application scenarios.As for the Crypto market after the U.S. election, Hongzhou Chen indicated that Bitcoin has just broken the $80,000 mark, but this upward momentum may be a short-term phenomenon, and it is still necessary to observe whether Trump will fulfill his promises after taking office, as well as whether related policies can promote industry development.Remote participation 👉Live video link: https://www.youtube.com/live/tTVcUPumPysLive image link: https://www.pailixiang.com/album_ia7637038926.html(Source Chain

"DeInsight 2024" Roundtable Discussion: Overbuilt Infrastructure, but User-Friendly Infrastructure Still Needs Development

ChainCatcher live report, Semantic Layer co-founder Daniel.T, MetaWeb.VC founder Amos Zhang, Zircui developer relations head Martinet Lee, Movement APAC business head Joe, and Gear Technologies founder and CEO Nikolay attended "DeInsight 2024" and participated in a roundtable discussion titled "Opportunities & Breakthroughs In INFRA," where they engaged in an in-depth discussion on trends in Web3 infrastructure development, public chain infrastructure redundancy, self-built chains, and other hot topics.Regarding the issue of public chain redundancy, the guests expressed that there is currently an over-financing problem in infrastructure. Lee cited Microsoft as an example and suggested that while there is an excess of infrastructure, the infrastructure needed by users may not have emerged, and too much infrastructure is a necessary trial-and-error process. Nikolay believed that this depends on the project's value to the entire system. If it leads to more liquidity fragmentation and user segmentation, this may not be a good direction.On the issue of the current cycle's infrastructure performance being inferior to meme coins, the guests discussed from the perspectives of retail investors, VCs, and project parties. For retail investors, Daniel believed that it is too easy for founders to become wealthy and called for retail investors to raise the investment threshold and not to pay for these projects. For VCs, Joe thought that this phenomenon arises because investors face pressure to allocate funds, which passively inflates valuations. He urged founders: "Founders need to be more proactive and ambitious, while also being more cautious in operations and execution to avoid over-reliance on traffic growth."Additionally, when discussing projects like Uniswap establishing their own public chains, the guests held a wait-and-see attitude. On one hand, building a public chain for a project may be like dedicated chips for dedicated devices. On the other hand, Lee mentioned, "It's like building an entire computer; it makes sense when you call it, but if you want to do something specific and I need to switch, I will feel restricted, and that won't work." Especially since Uniswap is known for its simplicity, launching a chain may not bring new value, and some users remain loyal to the straightforward experience of Uniswap V2.Remote participation 👉Video live link: https://www.youtube.com/live/tTVcUPumPysImage live link: https://www.pailixiang.com/album_ia7637038926.html

TOKEN2049 Roundtable: Diversified Stablecoin Competition Becomes the Norm, More Institutions Will Adopt Next Year

ChainCatcher live report, Messari CEO Eric Turner, along with Bullish head Chris Tyrer, B2C2 Asia Pacific CEO David Rogers, BitGo co-founder and CEO Mike Belshe, and Bitwise asset management research director Ryan Rasmussen, attended the TOKEN 2049 conference and engaged in an in-depth discussion on hot topics such as cryptocurrency regulatory frameworks, stablecoins, and future market trends at the roundtable titled "Taking the Temperature of the Institutional Crypto Space."The guests pointed out that although the cryptocurrency market currently has a relatively clear regulatory framework, there are still differences among countries in advancing regulation. They specifically mentioned that the European Union has partially implemented relevant frameworks, while the United States faces uncertainties due to elections and other factors. Tyrer further explored the application of stablecoins at the institutional level, emphasizing their important role in capital circulation, and questioned whether the stablecoin industry has fully accepted this role positioning.Rogers and Belshe expressed their views on the pros and cons of stablecoins and the key factors for future winners, stating, "Stablecoins are like networks. Just as people do not use only one bank but rather multiple banks using the same channels, there is competition among stablecoins." They believe that the stablecoin market will maintain a diversified competitive landscape rather than a single monopoly, while also emphasizing the impact of global regulatory differences on product design and market access. Belshe also noted that despite the significant volatility the cryptocurrency market has experienced in recent years, it is gradually maturing and is expected to attract more institutional investors in the future.Additionally, the guests analyzed the current market's stability and future potential from a research perspective, pointing out that as interest rates decline and competition in the credit market intensifies, cryptocurrencies as a non-correlated asset will attract more investors seeking high returns. Regarding the outlook for 2025, the guests stated, "We will see more companies and pension funds allocating funds to cryptocurrencies, and publicly listed crypto security companies will also emerge," specifically mentioning companies like MicroStrategy incorporating Bitcoin into their balance sheets and predicting that more publicly listed companies will follow suit, integrating cryptocurrencies into their financial planning, thereby further maturing the market.

TOKEN2049 Roundtable: Wealth Created by the Stock Market Will Flow Back to the Cryptocurrency Market Again

ChainCatcher live report, Dragonfly General Partner Tom Schmidt, DeFiance Capital Founder Arthur Cheong, VanEck Digital Asset Fund Manager Pranav Kanade, and Multicoin Capital Managing Partner Tushar Jain attended the TOKEN 2049 conference and reflected on the current strategic allocation in the crypto market during the panel titled "Institutional Crypto Allocation: Liquid vs Venture." They pointed out the risks that overly aggressive investment strategies may bring and emphasized the importance of learning from past market fluctuations. At the same time, the guests noted that although some crypto investment strategies performed exceptionally well over the past year, achieving gains of up to 120%, the overall market increase was only around 50%.Regarding the question that investors are generally concerned about—"Why choose specific crypto investment strategies over other equally performing strategies," the guests unanimously agreed that the professional capabilities of investment managers and their keen insights into market trends are key factors. They believe that paying management fees merely to hold assets is logically unsound, and the management of liquid funds relies more on expertise than simple exposure.When discussing the reasons for the differences in asset performance, market sentiment became an important topic. The guests pointed out that market sentiment is largely influenced by beliefs and expectations, leading to vastly different performances of various assets in the market. Additionally, the uniqueness of the crypto market requires investors to have a higher awareness of risk and strategic vision.Regarding the future prospects of the crypto market, the guests generally held an optimistic attitude. They emphasized that "the influx of retail capital in 2021 was partly due to the wealth created in the stock market ultimately flowing into cryptocurrencies, and the same thing will happen again." They believe that although the market may face volatility and challenges in the short term, in the long run, cryptocurrencies, as part of the emerging financial system, cannot be overlooked in terms of their value and potential. They also mentioned that each manager's strategy varies slightly, but all will closely monitor changes in the market and token economics.

Cryptocurrency exchange BXTEN held a roundtable meeting with Indonesian local media ICONPLAY on the 9th to discuss topics such as the popularization of blockchain information

ChainCatcher news, cryptocurrency exchange BXTEN held a roundtable meeting on September 9 with Indonesia's state-owned electricity company PLN and the media broadcasting company ICONPLAY, operated jointly with SKYLBSTV, to discuss topics such as the popularization of blockchain information.The meeting took place at ICONPLAY's headquarters in Jakarta, Indonesia, where both parties reached an agreement to collaborate on blockchain education, media content production, mutual research and exchange, co-planning Web3 industry events and programs, training blockchain professional broadcasters, and fully activating Indonesia's leading blockchain professional channel.It is understood that since the beginning of this year, BXTEN has met with ICONPLAY executives to discuss the establishment of a blockchain professional channel and collaboration on Web3 content media. This cooperation on the blockchain professional channel aligns with the strategic positioning of ICONPLAY's management, which consists of influential political and economic figures in Indonesia. As of 2023, Indonesia has over 20 million cryptocurrency investors and is becoming a hub for Web3 in Southeast Asia, making this partnership a significant contribution to blockchain education and market activation under the regulations of the Indonesian government.Reportedly, ICONPLAY is a state-owned platform broadcasting company based on the internet network of Indonesia's state-owned electricity company PLN. Since its official launch in August, the platform has broadcasted over 200 channels nationwide, offering a variety of programs including news, popular science, education, entertainment, music, and drama.
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