HODLong 后浪

Mable Jiang

Welcome to HODLong 后浪. This is a podcast hosted by Mable Jiang. This is THE ONLY BILINGUAL (EN/CN) PODCAST you need to follow. show attempts to shed light on the broader Web3 community, whether that being operators, investors, or ecosystem participants of other forms. 欢迎来到HODLong 后浪。双语播客你只需要关注这一个就够了。本节目由Mable Jiang主理,旨在和听众一起探索Web3 社区(项目运营者、投资人、其他生态系统参与者等)。

  1. 1d ago

    Ep. 71: Dave:“市场发生结构性改变的原因是人发生了结构性改变”

    本集概要:04:10 从短线交易转向更长周期与威科夫交易法08:02 实盘测试策略:为什么评估周期取决于交易频率12:12 什么是量化交易:把交易逻辑自动化16:01 加密市场常见的量化策略:从因子策略到做市19:59 Dave 的交易三部曲:标的、执行与风控21:54 趋势资金、基本面,以及持仓的难处24:02 Dave 如何看待价值投资者24:45 为什么过去的投资传奇受益于各自的时代27:01 市场的非理性与抛售中的机会29:56 资本关系网络与不断变化的竞争格局31:02 流体智力与晶体智力33:27 保持专注、应对碎片化信息,把事情做出闭环36:11 用 AI 安排工作与研究的优先级37:23 为什么玩耍能激发创造力、拉近人与人的距离40:02 建立个人影响力,找到志同道合的伙伴41:32 为什么策略开发者会选择公开交易44:09 年轻团队在新兴市场中的优势46:21 交易研究、冥想与长期规划49:34 值得关注的人,以及敬畏市场的提醒 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。

  2. Nov 2

    Ep. 70: 线索c:“不要迷信医学书上说的1%概率,放在个体上就是100%”

    本期要点 00:00 币安创作者奖:获得长视频类目第五名04:04 第一条爆款视频,以及走上交易之路的契机08:05 为什么稳定的牙医工作,始终是做交易的底气09:56 从接诊患者到面对市场波动,如何保持情绪稳定11:58 赚到一百万元后,什么变了,什么没变13:55 尝试多种交易体系后,为什么最终选择价格行为15:45 用大白话解释价格行为:读懂 K 线传递的信息18:06 市场背景、交易方向、入场点与止损位20:01 逐根 K 线分析,以及 Al Brooks 交易方法的由来22:01 不同交易系统有哪些共通之处,从不断叠加复杂度,到给交易系统做减法24:12 读懂市场背景,而非预测下一步走势26:06 为什么对 线索c 来说,价格行为比市场叙事更重要29:12 比特币现货、小仓位合约,以及一次难忘的 ETH 离场32:30 为什么每笔交易都必须设置止损36:14 精选交易机会、分享图表,以及坚持不带单39:17 教新手做交易,带来了哪些意外收获44:27 为什么价格行为在流动性差、容易被操纵的市场中难以奏效46:23 机构算法如何留下可识别的交易形态50:34 机构的目标价只是估算,并非定数55:23 错过交易就像错过一段感情:放下就好57:20 专注于自己认知范围内的交易01:01:09 为什么不建议全职交易01:04:01 为什么新手不该羡慕重仓豪赌 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。

  3. Oct 3

    Ep. 69: Ogle: Most of the time you're trading against yourself

    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: 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。

    Ep. 69: Ogle: Most of the time you're trading against yourself
  4. 12/23/2025

    Ep. 67 [EN]: Meow: the New Chapter of Jupiverse

    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。

    Ep. 67 [EN]: Meow: the New Chapter of Jupiverse
  5. 12/23/2025

    Ep. 66 [EN]: Bryan: Stargate widens by joining the force of LayerZero

    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。

    Ep. 66 [EN]: Bryan: Stargate widens by joining the force of LayerZero
  6. 10/21/2025

    Ep.65 [EN]: Zen & Soju: Meteora finding its alignment through product innovation and user monetization

    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。

    Ep.65 [EN]: Zen & Soju: Meteora finding its alignment through product innovation and user monetization
  7. 10/13/2025

    Ep.64 [EN]: Vlad: Building a secure & low latency / cost trading venue Lighter on world's largest public blockchain

    Show Notes: Chapters   00:00 Introduction and Background of Lighter 02:26 The Launch of Lighter and Its Features 05:25 Transition from Private to Public Beta 07:56 Trading Volume and Metrics 10:37 Open Interest and Volume Dynamics 13:31 Incentive Programs and User Engagement 15:56 Points System and User Behavior 18:42 Future Developments and Season Two 21:27 Verifiable Matching and Liquidations 24:09 Fee Structure and Token Philosophy 24:45 Retail vs. Professional Trading 27:12 Fee Structures and Trading Tiers 29:00 Latency and Advantages for Premium Accounts 32:43 Order Flow and System Verification 35:40 Single Sequencer Challenges 38:46 Auto-Deleveraging and Liquidation Processes 41:33 Criteria for Asset Listings 43:25 Community-Driven Regional Strategies 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。

    Ep.64 [EN]: Vlad: Building a secure & low latency / cost trading venue Lighter on world's largest public blockchain

Ratings & Reviews

4.5
out of 5
16 Ratings

About

Welcome to HODLong 后浪. This is a podcast hosted by Mable Jiang. This is THE ONLY BILINGUAL (EN/CN) PODCAST you need to follow. show attempts to shed light on the broader Web3 community, whether that being operators, investors, or ecosystem participants of other forms. 欢迎来到HODLong 后浪。双语播客你只需要关注这一个就够了。本节目由Mable Jiang主理,旨在和听众一起探索Web3 社区(项目运营者、投资人、其他生态系统参与者等)。

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