第158期
【AMA】CMC被收购后首次亮相, 揭秘币安此举背后深意!

嘉宾 Carylyne Chan

币安斥巨资收购CMC:4月2日晚,加密交易所币安正式宣布收购加密货币行情数据网站CoinMarketCap(CMC)。随后,CoinMarketCap创始人Brandon Chez今日也在CMC官网发布博文,宣布将卸任CEO职务,由现任首席战略官Carylyne Chan担任临时首席执行官。 在经营这家公司7年之后,Chez将计划回归家庭,但仍担任CoinMarketCap顾问…

已结束 参与人数:78

币安斥巨资收购CMC:

4月2日晚,加密交易所币安正式宣布收购加密货币行情数据网站CoinMarketCap(CMC)。随后,CoinMarketCap创始人Brandon Chez今日也在CMC官网发布博文,宣布将卸任CEO职务,由现任首席战略官Carylyne Chan担任临时首席执行官。 在经营这家公司7年之后,Chez将计划回归家庭,但仍担任CoinMarketCap顾问一职。 

此次收购后,币安表示,和CoinMarketCap将是保持严格独立性的两家公司,即币安不会干涉CoinMarketCap排名业务,而CoinMarketCap也不会对币安现有业务造成任何影响。CoinMarketCap将继续作为独立主体进行运营。 币安并未披露此次交易的具体金额。据The Block 4月2日报道, 一位知情人士表示,这笔交易自2019年11月就已经开始,价值接近3亿美元,主要以股权和BNB的形式进行。此外,有币安员工透露,币安正在考虑对CoinMarketCap的商业模式进行重大变革,从基于广告的模式转变为交易所按月支付上架费用的模式。

关于CMC:

CoinMarketCap(CMC)创建于2013年5月,以‘’提供公正的高质量准确信息,来帮助散户做出自己的投资判断‘’为使命,历经多年发展,成为全球最具参考价值,访问量最高的加密资产价格追踪网站。站内数据也成为了用户,机构组织,以及新闻媒体最为信任的信息来源。
据SimilarWeb数据显示,CMC在过去6个月总计吸引了高达2.072亿的访客,相比之下,币安在过去6个月中访客数为 1.138 亿,前者流量比币安高出80%。分析人士指出,CMC的巨大流量或是此次收购的主要原因。
 

嘉宾简介:

Carylyne Chan,CoinMarketCap的临时首席执行官兼首席战略官。她进一步确立了公司追求的愿景和计划。 此外,她还在CMC负责市场营销,并且带领公司在目标执行,品牌形象完善和整体成长方面取得了成就。
在这之前,她曾与他人合伙创建了一个AI平台(目前已被已收购),构建了基于AI的机器学习和自然语言处理模型,并且与美国运通,3M和AGT建立合作,在美国,香港,印度和新加坡等市场开发并推出了新产品。
她可能也是您在日常生活中会遇到的最狂热的乌龙茶爱好者之一。

AMA时间:


4月16日,周四下午3点。


斥巨资收购行情网站,币安这步棋,背后有什么深意? 

作为行情网站,CMC被头部交易所收购,如何保持数据中立性? 

未来CMC的商业模式又会发生哪些改变?

任何有关CMC的问题,欢迎来聊!

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  • 牛头大哥 管理员 发表于2020-04-13 15:49:52
    Hi Carylyne! 我是AMA主持人牛头大哥~非常高兴能邀请你来链节点作客。对于近期CMC收购事件我提出了一些疑问,期待你的回复!
    Q1: 作为CMC的临时CEO,你认为此次收购事件给CMC带来的影响有哪些?(凡事都有两面性,可以从带来的益处和面临的挑战分别阐述)
    Q2: 之前CZ表示收购过后CMC将继续独立运行,但外界还是会对CMC数据的中立性产生一些质疑,想知道未来CMC在业务方面有什么发展规划?会通过哪些具体举措来树立用户信心?
    Q3: 对于收购事件,外界有不少猜测。作为知情者能否向我们透露一下币安收购CMC的用意?仅仅是因为觉得CMC做得不错还是想通过它引流?或是有什么更深层的考量?
    Q4: 尽管一直遭受质疑,CMC多年来始终是领先的数据平台,拥有大量的用户。您认为数据平台留住用户的根本是什么?CMC目前主要的盈利模式是广告收入,除此之外,是否有计划开拓其他收入渠道?
    Q5: CMC如何看待中国市场?在中国我们有着本土的行情分析网站,比较出名的有非小号(相信很多我们论坛的用户也会通过这个网站看行情),CMC未来会考虑开拓中国市场吗?
    Q6: CoinMarketCap创始人Brandon Chez在这个网站工作了7年,经验可以说是十分丰富了,相比之下,作为临时CEO,您看起来非常的年轻,如果有人质疑你是否能担此大任,你会如何回应呢?
    Q7: 看到你是乌龙茶狂热爱好者,又base在海外,能否向我们论坛的朋友安利一下你喜欢的乌龙茶的品牌?
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 17:52:38
    A2. CMC对中立性的承诺一直是基于理念和商业上的考虑。从商业的角度来看,CMC保持中立是为了维护用户对我们数据的信任,因为这种信任是CMC品牌和业务的关键。也就是说,保持中立对公司的长远发展至关重要。
    在公司管理方面,CMC由国际区块链公司Binance Capital Management持有,而不是由Binance.com(交易所)持有。我们致力于服务我们的用户,我们不歧视任何客户,即使他们是币安的竞争对手。未来几个月里你自有判断。
    Carylyne Chan 水手 回复牛头大哥 发表于2020-04-16 17:48:13 嘉宾
    A2. CMC’s commitment to neutrality has always been underpinned by philosophical and business considerations. From a business perspective, it is in CMC’s interest to remain neutral to maintain the trust that our users have in our data, as that trust is key to CMC’s brand and business. Basically, remaining neutral is absolutely key to the business in the long run

    In terms of governance, CMC is held under Binance Capital Management, the global blockchain company, and is not held under Binance.com. We are committed to our users, and we do not prejudice against any client even if they are Binance’s competitors. I invite you to judge for yourself in the coming months.
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:20:15

    A7:哈哈,这几年我一直在用一种很有条理的方法来轮番尝试其他茶!我已经喝了半年的绿茶(中国和日本的),半年的普洱茶,在里面混合一些乌龙茶和白茶。在品牌方面,我没有特别要安利的品牌(可能是因为没人给代言费吧哈哈哈)。但有一些是我喝了好几年的品牌,可能更符合英语国家的口味,包括Red Blossom Tea(在旧金山-我住在那里时会去买),Eco-Cha(我订阅了他们的Tea Club),Teasenz(可以拿到一些随机口味的茶和茶具),Bitterleaf Tea(主要是普洱)……这些年来我尝试了很多种。如果你喜欢日本绿茶,我也可以推荐Ippodo或Yamamoto-yama。

    但是要记住,每一季的茶都是不一样的,你最好自己去尝一尝,才能知道自己喜欢哪一种。有时候我还会开一些有关茶的线上课程——如果你感兴趣的话就联系我吧!或许我们可以做一个加密货币+茶的讨论会!


    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:19:44

    A6:你可能会惊讶——整个CMC团队都非常年轻!我个人认为不能拿年龄去判断一个人,重要的是经验和态度。评价一个人要看他做了什么。在公司愿景(展示加密货币改革)的驱动下,我们的去中心化团队的实力很强。我相信,我们所有人抱着这样的目标以及一条清晰的路线——知道我们要做什么以及我们应该产生什么样的影响,我们将非常强大,未来也会有更多的团队成员。

    另外,我个人对领导能力的看法是,你发现了一些还没有证明自己的人,但给予了他们很多有趣的挑战和很高的期望,当他们发光发亮时,你的领导力就会获得巨大的成功。


    Carylyne Chan 水手 回复牛头大哥 发表于2020-04-16 15:16:45 嘉宾
    A7. Haha, I have actually taken a pretty structured approach to drinking other teas in rotation these couple of years! I’ve done half a year of green teas (Chinese and Japanese), half a year of pu-er, and mix some oolong and white teas in there. In terms of brands, I won’t shill any particular one super hard (not a paid spokesperson :p) but some of the consistent ones that I’ve ordered from over the years, that cater to English-speaking audiences, include Red Blossom Tea (in San Francisco – I used to visit when I lived there), Eco-Cha (I have their monthly Tea Club subscription), Teasenz (I get some random tea and teaware there once in a while), Bitterleaf Tea (mainly for pu-er)... and a lot more that I’ve tried over the years. If you like Japanese green teas, I also recommend Ippodo or Yamamoto-yama.

    But you have to remember that with tea, it does vary from season to season, and it’s best to try it out for yourself and decide what sort of tea you like. Sometimes I get requests to do a tea session or class online – Please let me know if you are interested in that! Maybe we can do a crypto + tea session!
    Carylyne Chan 水手 回复牛头大哥 发表于2020-04-16 15:15:52 嘉宾
    A6. You may be surprised - the whole team at CMC is relatively young! I personally believe it is not the age that makes the person, but rather his or her experience and attitude. Nobody needs to justify themselves beyond the results that they bring. Our decentralized team has always been extremely capable in their own right, driven by the company vision of showcasing the crypto revolution. I believe that with all of us aligned behind this purpose, and with a clear path ahead of us in terms of what we would like to do and what kind of impact we would like to have, we will be able to deliver just as strongly, if not more strongly, as we add more team members in the future.

    Also, my personal view of leadership is that your biggest leadership wins will come when you discover people out there who are yet unproven, but are given a lot of interesting challenges and high expectations that will let them shine.
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:13:07

    A5:我们有一部分中国用户,而且我们的网站和app也一直支持普通话。中国市场一直在我们的考虑范围之内,我们非常希望能在中国多多露面。

    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:12:37

    A4:我们的用户数量可以一直保持增长,我认为有以下几个关键因素:

    1. 我们的产品设计得好,用起来简单。为我们的用户提供了他们需要的信息。

    2. 品牌意识的存在,大家知道在处理数据的时候他们可以信任CMC会保持中立和公平。

    3. 我们有网络效应。如果你想要查看所有交易所以及项目的完整数据,你就会想到CMC。

    4. 我们一直在改善提供给用户的数据的精确度。近段时间,我们推出了流动性指数来帮助用户挑选并且找到最佳的交易市场,我们会继续改良这个功能。未来几个月,我们还将推出改良版的流动性指数。

    我们的盈利模式是广告+API(给用户提供数据,包括自助式的用户以及企业)。我们将用新产品继续开拓新的盈利机会;我们会在与用户、客户和合作伙伴协商后再做决定。


    Carylyne Chan 水手 回复牛头大哥 发表于2020-04-16 15:12:34 嘉宾
    A5. We do have a portion of our existing users coming from China, and we have been offering our website and apps in Mandarin. China is always on our horizon, and we do hope to increase our presence there soon.
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:11:43

    A3:CZ已经公开谈论了他的愿景——让全世界更容易使用加密货币。CMC也有同样的愿景。据我了解,他认为CMC是最好的产品,我们的大流量和用户数量证明了这一点。正如CZ多次重申的那样,他认为CoinMarketCap作为一家独立的公司具有巨大的价值,并希望让它成长为一家独立的企业。

    两个团队都认同CoinMarketCap将保持中立,一如既往。不难想象,币安通过收购CoinMarketCap来抬升其自身的价值,从而迅速摧毁CoinMarketCap的品牌和价值,这样做并没有真正的长期利益。CoinMarketCap的兴趣在于服务我们的数百万用户,而信任和中立对我们的业务至关重要,因为我们的用户会继续回来使用我们的数据。关键是要长远考虑,并思考如何壮大CoinMarketCap对这一领域以及对我们用户的价值。


  • 牛头大哥 管理员 发表于2020-04-13 15:55:09
    欢迎大家继续提问
  • 马路边一分钱 海盗王 发表于2020-04-13 20:28:09
    被收购以后有什么计划呢?
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:20:50

    我们计划改善我们网站的用户体验,加入新的数据类型(如更多衍生品数据),实现更多互动(如标签、点赞或者踩),让用户登录变得更有价值,还有使用同步列表以及投资组合等高级的功能。在去年的The Capital大会上,我们总结了发展路线的三大核心点:1. 更好的数据;2. 更多的内容;3. 更深度的行业合作。

    Carylyne Chan 水手 回复马路边一分钱 发表于2020-04-16 15:19:01 嘉宾
    We plan to improve our users’ experience on the site, by adding new data types (e.g. more derivatives data), allowing for more interaction on the site (e.g. contributing to tags or upvoting/downvoting) and creating more value for users to log in and use advanced features such as synced watchlists and portfolios. In our presentation delivered during our conference The Capital last year, we summarized our roadmap into three core aspects: (1) Better data, (2) more content and (3) deeper industry partnerships.
  • 好听但不响亮 船员 发表于2020-04-14 03:38:33
    有点意思,听听怎么说
  • 上班是不可能的 海盗王 发表于2020-04-14 08:22:35
    收购大概有两个出发点,第一,为了大力发展,避免bnb将来可能出现问题任然有自己的平台,bnb的营销没话说;第二,为了雪藏。
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:22:12

    在商业世界,收购背后的原因有很多。在币安收购CoinMarketCap的情况下,我认为其目的在于业务的多元化,扩大他们的投资组合。正如CZ所说,他关注的是长期投资。我认为,币安和CMC有一个共同的目标,那就是一步步让加密货币变得非常重要。如果说币安收购CMC只是为了营销BNB,挥霍用户的信任以及其商业信誉,那真是毫无意义。这完全不符合商业逻辑。

    Carylyne Chan 水手 回复上班是不可能的 发表于2020-04-16 15:20:46 嘉宾
    In the business world, acquisitions can happen for multiple reasons. In the case of Binance and CoinMarketCap, I understand it to be more in the direction of diversification and expansion of their portfolio. As CZ has publicly stated, he’s looking at a very long-term investment. From my point of view, Binance and CMC share a common vision to make crypto more systematically important to people around the world, and we are aligned. It also doesn’t make sense for Binance to acquire CMC only to spend its goodwill and trust with users so cheaply and quickly just to market BNB! It just doesn’t make any business sense to do so at all.
  • hellobitcoin 副船长 发表于2020-04-14 10:31:08
    收购新闻上说,后续收费模式会改成交易所按月收费,是什么意思?CMC之前核心盈利模式是什么?过往几年营收情况是否可以透露?被收购之后,盈利模式会转变吗?
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:24:05

    你可能看到假新闻了。一直以来,CMC上线项目和交易所数据的过程都是免费的,旨在提供公平的竞争环境。任何项目,无论其规模或财务状况如何,都会得到同等的展示机会。我们不排除未来可能会有增值功能或服务(如数据验证和报告)作为现有上线服务的补充,但暂时还没有这样的计划。我们的两个主要收入来源是广告和我们的数据API。我们将探索更多的收入机会,主要是通过提供新产品。

    Carylyne Chan 水手 回复hellobitcoin 发表于2020-04-16 15:22:45 嘉宾
    You have probably read some fake news. CMC has always kept listings for projects and exchanges free to provide a level-playing field. Any project, regardless of size and financial resources, will continue to be given an equal opportunity to make a case for itself to be featured on the site. While there are no immediate plans to change this, we would not rule out introducing value-added features or services (such as data verification and reporting dashboards) to supplement the existing listing process. Our two main revenue lines are advertising, and our data API. We will explore further revenue opportunities, mainly through new product offerings.
  • Folli找杠杆 队长 发表于2020-04-14 17:04:15
    CMC未来的盈利模式是如何规划的,被币安收购后,其中项目和数据如何保持真实可靠呢?
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:26:11
    已经回答过了:) 参照牛头大哥的问题2。
    Carylyne Chan 水手 回复Folli找杠杆 发表于2020-04-16 15:24:10 嘉宾
    Already answered before :)
  • 币圈大灰狼 水手 发表于2020-04-14 17:26:24
    CMC的用户主要分布在哪些国家?具有哪些重量级的合作伙伴?知道了这些或许能够对币安这次收购的目的有一个基本了解
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:31:34
    我们的用户群非常国际化。 以国家来划分,美国仍然处于领先地位。当然我们也看到许多欧洲国家(例如德国,英国,俄罗斯)也一直位居前十名。 CMC用户分布最多的两个地区是美洲和欧洲,当然我想说的是亚太地区也在快速发展中。 关于我们的合作伙伴,您只需登录我们的官网就可以查看到! 例如Crypto.com。
    Carylyne Chan 水手 回复币圈大灰狼 发表于2020-04-16 15:26:59 嘉宾
    Our user base is very international. In terms of countries, the United States continues to be the leading user geography, although we see many European countries such as Germany, UK, Russia constantly in the Top 10 too. The biggest two regions are Americas and Europe, and I’d say that Asia Pacific is growing fast too. As for our partners, you can see just by looking on our website! An example would be Crypto.com.
  • word马鸭 水手 发表于2020-04-14 18:00:39
    CMC算是老牌的加密网站了,但这么多年下来,产品也没什么迭代。总的来说,流量虽大,但业务模式单一。你们所提供的数据还是处于初始阶段,没有经过进一步深层加工。2年前你们的流量排名一度达到全球111名,如今却是500多,未来在产品方面有什么计划来满足投资者的多样化需求么?比如提供交易产品或者工具之类的?
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:32:07
    没错,提供币价和市值数据一直是我们的主要产品。 从去年开始,我们已经开始创新并推出了诸如利率产品之类的新功能,以帮助用户轻松比较加密借贷和储蓄平台。 最近,我们在CoinMarketCap上添加了永续合约数据,并引入了流动性指标以帮助我们的用户找到最佳的交易市场。 在接下来的几个月中,我们将推出流动性指标的改进版本,敬请期待。
    我们计划通过添加新的数据类型(例如,更多的衍生品数据),从而使网站上能有更多的互动(例如,更多标识或进行支持/反对投票);以及为用户登录并使用高级功能(例如同步监测表单以及投资组合)创造更多的价值,来持续改善用户体验。我们将继续创新并增加更多功能,期待您的支持!
    Carylyne Chan 水手 回复word马鸭 发表于2020-04-16 15:28:37 嘉宾
    You’re right - our main product has always been the provision of pricing and market capitalization data. Starting last year, we have begun to innovate and introduce new features such as the interest rate product to help users easily compare crypto lending and savings platforms. Most recently, we added perpetual swap data on CoinMarketCap and introduced the Liquidity Metric to help our users to shortlist and find the best markets to trade on. In the coming months, we will be rolling out an improved version of the Liquidity Metric so please look forward to that.

    We plan to continue improving our users’ experience on the site by adding new data types (e.g. more derivatives data), allowing for more interaction on the site (e.g. contributing to tags or upvoting/downvoting) and creating more value for users to log in and use advanced features such as synced watchlists and portfolios. We look forward to your support as we continue to innovate and add more features!
  • CMC平台被币安收购之后,还会延续自己之前的运营模式吗?被币安收购之后有什么好处呢?今后的发展方向有哪些呢?
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:32:44
    已经回答过了,参照hellobitcoin的问题。
    Carylyne Chan 水手 回复表哥找表妹天生是一对 发表于2020-04-16 15:29:36 嘉宾
    Already answered before :)
  • 天府纪实 船员 发表于2020-04-14 18:39:26
    果然还是做交易所赚钱
  • 池木 船员 发表于2020-04-15 15:05:25
    Hi Carylyne,想知道你当初为什么会选择进入加密行业,另外,看到你之前有AI方面的从业经验,未来AI和区块链,甚至5G能有什么结合吗?
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:34:20
    和生活中的很多其他事情一样,加入区块链和加密货币领域是一个意外。我的一些朋友是忠实的加密货币爱好者,所以我早就知道有这样一个行业,但直到2018年我退出我的人工智能初创公司,我才正式进入这个领域。在此之前,在2017年,我在结婚的时候收到了加密货币红包,我的很多朋友告诉我,如果我能读懂人工智能论文,我一定能够理解区块链论文,并享受它背后的意义。在2018年,当我在网上认识CMC的创始人时,我们决定一起工作,这就是我在CMC的开始。
    同样,我认为AI/区块链/5G/机器人技术/边缘计算/量子的融合将取决于当时的必要条件。无人驾驶汽车和物联网应用的例子经常被引用,它们将利用这些技术,但这些技术在未来如何真正发挥作用,将真正取决于当时技术的成熟程度。我乐观地认为,在这些领域中正在取得的一些进展将形成我们社会结构的根本性变化——但就目前而言,这些进展仍处于萌芽阶段,无法真正确定地进行预测。
    Carylyne Chan 水手 回复池木 发表于2020-04-16 15:30:21 嘉宾
    As with many things in life, joining the blockchain/crypto space was a series of serendipitous events. Some of my friends were long-term crypto enthusiasts, so I had known about the space for a long time, but I didn’t enter the space myself until I exited my AI startup in 2018. Before that, in 2017, I received crypto as a wedding gift in my red packet, and many of my friends told me that if I can read AI papers, I would definitely be able to understand blockchain papers and enjoy the premise behind it. So in 2018 when I met the founder of CMC online, we decided to work together, and that’s how I got started at CMC.

    In a pretty similar vein, I would say that the confluence of AI/blockchain/5G/robotics/edge computing/quantum will depend on the necessary conditions at the time. There are often-cited examples of self-driving cars and IoT applications that will tap into these technologies, but how these really play out in the future will really depend on the maturity of the technology at the time. I’m optimistic that some of the advances that are being made in each of these areas will shape up as fundamental changes in the fabric of our society – but for now, these are still too nascent to really predict with any certainty.
  • QKL123官方账号 版主 发表于2020-04-15 16:41:39
    Hi Carylyne,我是QKL123分析师Leo,很高兴向您提问,有以下几个问题,期待您的回答:

    1.目前,数字货币交易平台存在刷量造假的问题,这影响到了数据的真实性,CoinMarketCap如何看待这个问题?有哪些应对措施?

    2.最近,ZCASH社区发推称,CoinMarketCap网站所显示的ZCASH流通量数据有误。CoinMarketCap是如何保障流通量数据准确性的?出现此类事情的原因是什么?

    3.市面上与CoinMarketCap一类的数据网站有很多,但CoinMarketCap网站的访问量却遥遥领先,CoinMarketCap是如何做到的?和同类网站的主要区别在哪里?

    4.去年,CoinMarketCap上线衍生品数据服务,未来还有哪些数据会上线?数据产品服务有哪些侧重点?

    5.如今数字货币市场再临寒冬,对于CoinMarketCap等数据服务商来说,未来有哪些机遇与挑战?
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:52:11

    A5:这个问题很有意思。我认为从现在开始,我们行业改变的速度会越来越快,因为有大量的主流用户和散户都对加密货币感兴趣,现阶段他们已经可以通过多个渠道很简单地买到加密货币。

    CMC需要记住的一点是,如何在行业不断发生变化的阶段平衡用户希望看到的内容的深度和广度。我无法考虑到所有的细节(这是战略:p),但我认为密切关注正在形成的趋势是至关重要的——我们会做大量的内部数据分析来紧跟趋势(即用户想要从我们这里得到什么)。

    对于我个人来说,我希望我们能够优化的就是速度:市场的速度和执行的速度。和许多其他科技公司一样,速度将使我们处于最有利的位置,以便利用未来出现的任何趋势。


    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:51:42

    A4:今年,我们计划继续全面解决数据方面的许多待办事项。在基础层面,我们正在考虑改进交易量计算和流动性指标、更新价格计算算法、更新排名方法(不要担心——我们会在作出任何改变之前都会提前沟通)、可能提高数据分辨率等等。

    至于网站上的数据类型,我们将扩大我们已经提供的衍生品数据类型,可能会增加永久掉期以外的其他类型,如期货、期权等。去年我们还添加了区块链数据、利息/借贷产品等。我们还将添加新的列表,但我还不能告诉透露……记得密切关注我们哦!


    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:51:15

    A3:已经回答过了,参照牛头大哥的问题3。

    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:50:21

    A2:早在2014年,我们就已经开始注意到锁定、冻结、分配代币的必要性,这就是我们率先采用“流通供应量”指标的原因——我们借用了股票市场“流通股”模型的概念。因此,流通供应量指标是对市场上和公众手中流通的币数量的最佳近似值。我们发现流通供应量是一个比总供应量更好的市值指标——被锁定、保留或无法在公开市场出售的币不能影响价格,因此不应该用来衡量市值。我们与相关团队密切合作来验证这些供应指标,包括ZCASH。当团队有疑问、问题或更新时,我们鼓励他们主动联系我们,这样我们就可以在他们的帮助下独立地验证这些更新。

    Carylyne Chan 水手 回复QKL123官方账号 发表于2020-04-16 15:47:41 嘉宾
    A5. This is an interesting question. I believe that the pace of change for our industry will accelerate from now on, now that a larger group of mainstream/retail users are interested in crypto, and it gets easier to buy some for themselves via multiple channels these days.

    Something for CMC to keep in mind is how to balance between the depth and breadth of content that people want to see as the industry changes. I can’t go into all the details (it’s strategic :p) but I think it’s crucial for us to keep a close eye on the trends that are shaping up – we do a ton of internal data analyses internally to keep up with the trends of what our users are demanding from us now, and also in the long run.

    For me, personally, though, I think one thing that I would like to optimize us for is speed: speed to market and speed of execution. As with many other tech companies, speed will place us in the best position for us to capitalize on any trends that come up in the future.
    Carylyne Chan 水手 回复QKL123官方账号 发表于2020-04-16 15:41:59 嘉宾
    A4. This year, we do have plans to continue to comprehensively address many to-dos on the data side. At the base level, we are looking at improving adjust volumes and our liquidity metric, updating our price calculation algorithms, update ranking methodologies (don’t worry – we will communicate before anything changes), possibly increasing data resolution, and more.

    As for the types of data on the site, we will expand on the derivatives data that we already offer, possibly adding other types beyond perpetual swaps, such as futures, options, and so forth. Last year we also added blockchain data, interest/lending products, and so forth. We are also going to add new types of listings, but I can’t tell you what they are yet… Just keep your eyes peeled!
    Carylyne Chan 水手 回复QKL123官方账号 发表于2020-04-16 15:40:19 嘉宾
    A3. Already answered.
    Carylyne Chan 水手 回复QKL123官方账号 发表于2020-04-16 15:38:55 嘉宾
    A2. Back in 2014, we were already starting to notice the need to account for locked, frozen, allocated coins and tokens, which is why we pioneered the "circulating supply" metric – a concept we borrowed from the "public float" model from the equities market. The circulating supply metric, then, is the best approximation of the number of coins that are circulating in the market and in the general public's hands. We have found that Circulating Supply is a much better metric than total supply for determining the market capitalization – Coins that are locked, reserved, or not able to be sold on the public market, are coins that cannot affect the price and thus should not be allowed to affect the market capitalization as well. We work closely with the teams to verify these supply metrics, and have also done so with ZCASH. Anytime that a team has doubts, questions, or updates they would like to see, we always encourage them to proactively contact us so we can independently verify these updates with their assistance.
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 15:34:50

    A1:流动性指标是可以彻底解决刷量问题的方法,避免仅使用交易量作为衡量指标(第三方很难验证),同时还需包含交易流动性,再加上一种动态算法,考虑到原始流动性。我们的用户已经很好地接受了这个衡量标准,我们将根据他们的反馈继续改进。我们相信,与各种不科学和未经验证的方案相比,我们的流动性指标是最全面和理论上最合理的解决方案。我们将很快推出流动性指标的改进版本,并将继续研究其他交易量造假问题,以作为用户分析时所需各种指标的补充。

    Carylyne Chan 水手 回复QKL123官方账号 发表于2020-04-16 15:33:29 嘉宾
    A1. The Liquidity Metric was our solution to fundamentally solve the volume inflation problem, by moving away from using only volumes as a measure (which is hard for third parties to verify) to including liquidity on the order books as well, paired with a dynamic algorithm that takes raw liquidity into account. This metric has been well-received by our users, and we continue to improve on it based on their feedback. We believe that our Liquidity Metric is the most comprehensive and theoretically-sound solution out there in a sea of unscientific and unverifiable workaround solutions. We’ll be rolling out an improved version of the Liquidity Metric soon, and will continue to work on our other adjusted volume numbers to complement the wide range of metrics that our users find useful in doing their own analysis.
  • 八分青年 船员 发表于2020-04-15 17:12:41
    以你的经验来看,减半以及新冠疫情会对未来币市的走势带来什么影响?
    AMA官方翻译小助手 船员 回复Carylyne Chan 发表于2020-04-16 16:02:36
    减半的话,我认为从数据角度参照历史趋势很有意思。参照历史趋势,减半都伴随着持续大约一年的价格上涨。尽管如此,这只是过去的趋势,因此不能保证将来还会再次发生。
    至于新冠病毒——我认为这是一个很有意思的点。CMC暂未因此受到重大影响,和往常一样,人们仍在浏览我们的网站,查看价格。但最重要的是,因此会引发的思考,人们可能会开始质疑货币的根本以及其对社会的意义。
    举个例子,由于我们一部分用户在美国,我们可以看到新冠疫情对宏观经济的影响体现在“BRRR”的表情包里(注:嘲讽美联储印钞)。人们开始提出疑问:通货膨胀对他们的购买力意味着什么?我们也看到越来越多的年轻人以不同的方式看待股市,并以自己的方式理解现金和资产的价值。
    所有这些宏观经济因素对“加密货币”的影响都值得关注。在所有这些讨论中,一个有趣的现象是,人们对央行数字货币(cbdc)的兴趣日益浓厚。据我了解,这也是中国政府多年来一直在探索的问题。我真想知道这一切将会如何发展!我们一定会密切关注。
    Carylyne Chan 水手 回复八分青年 发表于2020-04-16 15:56:21 嘉宾
    In terms of the halving, I think it’s interesting to look at the historical trends from a data perspective. Historically, halving coincides with a big rise in prices a year or so after the halving. That said, it's just based on the past, so it's definitely not guaranteed that it will happen again.

    As for the coronavirus – I think this is an interesting one. For CMC, we don’t see any major impacts to the business yet, as people are still browsing and checking prices and engaging with our site as per normal, for the most part. But the most important thing that will come out of this is that people may start to question the fundamentals of money and what that really means to us as a society.

    For example, given that a proportion of our users are in the US, we see the macroeconomic impact of the coronavirus manifesting itself in the “BRRR” memes that are happening there. People start to ask about what this means for their purchasing power, the inflation in the economy. We also see more young people looking at the stock markets differently, and understanding the value of cash and assets in their own way.

    All of these macroeconomic factors will be interesting to watch as far as impact on “crypto” as a construct goes. Something interesting in the midst of all these discussions is the increasing interest in Central Bank Digital Currencies (CBDCs). As I understand, this is something that the Chinese government has been exploring for years as well. I do wonder how this will all shape up! We’ll definitely be following it closely.
  • 八分青年 船员 发表于2020-04-15 17:13:25
    你认为哪些区块链技术会在今年迎来大爆发?
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Carylyne Chan

CoinMarketCap临时CEO

Carylyne Chan,CoinMarketCap的临时首席执行官兼首席战略官。
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