风险投资家 2024 年共识指南

任何投资区块链行业的人都必须看到的面板。去中心化未来十年

Consensus Magazine is excited to announce the must-see panels for anyone investing in the blockchain industry. Get ready for three days of in-depth discussions, breaking news and networking opportunities at Consensus 2024.

《Consensus》杂志很高兴地宣布，区块链行业投资人必看的专题讨论会。准备好在 Consensus 2024 上享受为期三天的深入讨论、突发新闻和交流机会。

Grab your tickets here for Consensus 2024, in Austin, Texas, May 29-31.

请在此处获取 5 月 29 日至 31 日在德克萨斯州奥斯汀举行的 2024 年共识的门票。

Cathie Wood on Bitcoin's Rubicon Moment (10:45 AM CDT • 11:45 AM EDT)

Cathie Wood 谈比特币的 Rubicon 时刻（CDT 上午 10:45 • 美国东部时间上午 11:45）

Cathie Wood, CEO of ARK Invest and legendary Wall Street investor, is joined by influential Bitcoin podcaster Peter McCormack to discuss the world’s first decentralized money’s current and future value proposition — and why she thinks bitcoin is likely to continue growing.

ARK Invest 首席执行官兼传奇华尔街投资者 Cathie Wood 与颇具影响力的比特币播客 Peter McCormack 一起讨论世界上第一个去中心化货币的当前和未来价值主张 - 以及为什么她认为比特币可能会继续增长。

How ETFs Are Reshaping the Bitcoin Market (12:00 PM CDT • 1:00 PM EDT)

ETF 如何重塑比特币市场（中部夏令时间 12:00 PM • 美国东部时间下午 1:00）

For years Bitcoin, the world’s first blockchain, was gaining a reputation as the old man of crypto — dependable, but not the sexiest thing to invest in. That changed in a matter of months following the launch of the Ordinals protocol, which enables the creation of native on-chain assets on Bitcoin, as well as the launch of spot bitcoin ETFs in the U.S. Wintermute, Cumberland DRW and 21Shares executives talk about how this nascent market and influx of capital is reshaping the Bitcoin value proposal.

多年来，世界上第一个区块链比特币一直被誉为“加密货币老人”——可靠，但并不是最性感的投资对象。在 Ordinals 协议推出后的几个月内，这种情况发生了变化，该协议使创建成为可能比特币原生链上资产的增长，以及在美国推出现货比特币 ETF Wintermute、Cumberland DRW 和 21Shares 高管谈论了这个新兴市场和资本涌入如何重塑比特币价值主张。

Seriously, Why Do You Need a Blockchain for That? (2:15 PM CDT • 3:15 PM EDT)

说真的，为什么你需要区块链？ （中部夏令时间下午 2:15 • 东部夏令时间下午 3:15）

From tokenized shares in investment funds to perpetual futures tied to the value of commodities, builders clearly see going on-chain as the way to modernize traditional financial markets. But why? Hear real talk about the benefits and trade-offs of using a shared public ledger.

从投资基金的代币化股票到与大宗商品价值挂钩的永续期货，建设者显然将链上化视为传统金融市场现代化的途径。但为什么？聆听关于使用共享公共账本的好处和权衡的真实讨论。

Open Money Summit: Time to Combine? Mergers and Acquisitions in Digital Assets (3:30 PM CDT • 4:30 PM EDT)

开放货币峰会：是时候合并了吗？数字资产并购（中部夏令时间下午 3:30 • 东部夏令时间下午 4:30）

Consolidation happens during good times and bad — but just about always represent an opportunity for crypto companies to scale. Attorneys and investment bankers including DLx Law’s Sarah Chen, KBW’s Paul McCaffery and Imperii Partners’ Tony Scuderi will discuss how the tone and tenor of M&A deals change during boom and bust market cycles.

整合无论顺境还是逆境都会发生——但几乎总是代表着加密货币公司扩大规模的机会。 DLx Law 的 Sarah Chen、KBW 的 Paul McCaffery 和 Imperii Partners 的 Tony Scuderi 等律师和投资银行家将讨论并购交易的基调和基调在市场繁荣和萧条周期中如何变化。

The Art and Science of Tokenomics: Bootstrapping Community Ownership (4:00 PM CDT • 5:00 PM EDT)

代币经济学的艺术与科学：引导社区所有权（CDT 下午 4:00 • EDT 下午 5:00）

Electric Capital General Partner Ken Deeter discusses how the economic design of token systems is evolving — and what that means for investors. Launching a token is a multidimensional design problem with sometimes seemingly opposing constraints.

Electric Capital 普通合伙人 Ken Deeter 讨论了代币系统的经济设计如何演变，以及这对投资者意味着什么。发行代币是一个多维设计问题，有时看似相反的约束。

State of Crypto Policy Summit: SEC and CFTC Commissioners Speak (11:00 AM CDT • 12:00 PM EDT)

加密货币政策状况峰会：SEC 和 CFTC 委员发表讲话（美国中部时间 11:00 AM • 美国东部时间中午 12:00）

Hester Pierce and Summer Mersinger, commissioners of the U.S. Securities and Exchange Commission (SEC) and Commodity Futures Trading Commission (CFTC), respectively, will discuss where the U.S. is going wrong with crypto regulation and how to get the world’s largest economy back on track.

美国证券交易委员会 (SEC) 和商品期货交易委员会 (CFTC) 委员 Hester Pierce 和 Summer Mersinger 将讨论美国在加密货币监管方面出了问题以及如何让全球最大经济体重回正轨。

The Bitcoin Renaissance (2:05 PM CDT • 3:05 PM EDT)

比特币复兴（CDT 下午 2:05 • EDT 下午 3:05）

Tokens, NFT-like inscriptions, and L2s are being built, all at once, on the Bitcoin network. Castle Island Ventures Partner Nic Carter and Bankless founder David Hoffman discuss the next steps for Bitcoin building, Bitcoin investment and the changing shape of Bitcoin culture.

代币、类似 NFT 的铭文和 L2 正在比特币网络上同时构建。 Castle Island Ventures 合伙人 Nic Carter 和 Bankless 创始人 David Hoffman 讨论了比特币建设、比特币投资和比特币文化形态变化的下一步。

Which Countries Will Win the War for Web3? (2:30 PM CDT • 3:30 PM EDT)

哪些国家将赢得 Web3 之战？ （中部夏令时间下午 2:30 • 东部夏令时间下午 3:30）

Gemini Chief Operating Officer Marshall Beard, Dragonfly General Partner Rob Hadick and Crypto Council for Innovation CEO Sheila Warren will discuss the jurisdictions where crypto companies not only survive but thrive. Jurisdictions that create pathways for crypto companies stand to benefit as the industry invests in the regions that welcome them with open arms.

Gemini 首席运营官 Marshall Beard、Dragonfly 普通合伙人 Rob Hadick 和加密创新委员会首席执行官 Sheila Warren 将讨论加密公司不仅生存而且蓬勃发展的司法管辖区。随着加密货币行业在张开双臂欢迎加密货币公司的地区进行投资，为加密货币公司创造途径的司法管辖区一定会受益。

Bernie Moreno: From Crypto Entrepreneur to Political Insurgent (3:20 PM CDT • 4:20 PM EDT)

伯尼·莫雷诺：从加密货币企业家到政治叛乱分子（CDT 下午 3:20 • 美国东部时间下午 4:20）

Ohio's U.S. Senate race may be the biggest congressional contest this year for the digital assets industry. Find out how Republican challenger Bernie Moreno, a former car dealer who founded a blockchain startup, plans to beat the three-term incumbent who has stood in the way of comprehensive crypto legislation.

俄亥俄州的美国参议院竞选可能是今年数字资产行业最大的国会竞选。了解共和党挑战者伯尼·莫雷诺 (Bernie Moreno)（曾是一名汽车经销商，创立了一家区块链初创公司）计划如何击败阻碍全面加密货币立法的三届现任总统。

Can DeFi Scale? (10:10 AM CDT • 11:10 AM EDT)

DeFi 可以扩展吗？ （中部夏令时 10:10 • 美国东部夏令时间 11:10）

MakerDAO founder Rune Christensen and decentralize finance expert at The Defiant Camila Russo will discuss whether decentralized finance is living up to its promise of empowerment and how it can maintain its ideals as it continues to scale to a global level.

MakerDAO 创始人 Rune Christensen 和 The Defiant 的去中心化金融专家 Camila Russo 将讨论去中心化金融是否兑现了其赋权承诺，以及在继续扩展到全球水平的过程中如何保持其理想。

Navigating the Evolving Crypto Trading Landscape (10:30 AM CDT • 11:30 AM EDT)

探索不断变化的加密货币交易格局（CDT 上午 10:30 • 美国东部时间上午 11:30）

OKX President Hong Fang, Kraken CEO David Ripley and dYdX founder Antonio Juliano discuss the changing appetite for crypto among retail investors, and what trading platforms have to offer to continue growing throughout the

OKX 总裁 Hong Fang、Kraken 首席执行官 David Ripley 和 dYdX 创始人 Antonio Juliano 讨论了散户投资者对加密货币不断变化的兴趣，以及交易平台必须提供哪些服务才能在整个市场持续增长