EP.26 [CN] - 匹马 Pima: 肯定牛跨越周期的长期思路 / On Continue Capital's Cross-cycle Long Term Strategy
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这个有趣的聊天发生在一个特殊的日子（2021年5月19日），当天的市场并不像这个聊天本身那样冷静，而我想这很好地提醒了我们到底是为什么选择长期在这个行业里。

我们讨论了如何考虑市场规模以及匹马相信的长期趋势。聊天中涉及了几个类别定义项目，以及匹马对于这些项目的投资主题，例如Dfinity，Polkadot和Uniswap。

偶尔进行一次线下节目总是很有趣的！

推特: @LeePima

微博：匹马黑貂裘Continue

肯定牛资本网站: https://continue.capital/)

更多信息，请移步官网https://multicoin.capital/zh)

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，并不代表Multicoin Capital官方的观点。此播客仅用于提供信息，不作为投资参考。Multicoin Capital有时可能会在此节目中讨论的某些代币或公司中持有头寸。

It is particularly meaningful  that this interesting chat happened on a special day (May 19, 2021) where the market wasn't as cool as the chat itself, as it is a good reminder of why we are in this for the long term. 

We talked about market sizing  and the long term trends that Pima believed in. The chat touched upon a few category-defining projects, and  Pima's  theses for these projects, such as Dfinity, Polkadot, and Uniswap.  

It was always fun to do an offline episode once in a while!

Twitter: @LeePima

Weibo：匹马黑貂裘Continue

Continue Capital's Website: https://continue.capital/)

For more information about Multicoin Capital, please visit https://multicoin.capital/). 

Important Disclaimers: All opinions expressed by Mable Jiang, or other podcast guests, are solely their opinion and do not represent the opinions of Multicoin Capital in any way. This podcast is for informational purposes only and should not be construed as investment advice. Multicoin Capital may hold positions in some of the tokens and/or companies discussed on this show.