撰文：Mercedes Bent
编译：AlexZ，TechFlow
您已经听说了很多关于加密的信息，并且想知道从哪里开始。或者，如果您和我们一样，您已经度过了白天、晚上、周末和假期的节奏。加密社区是唯一不变的是它变化的速度。
在 Lightspeed，自 2013 年 3 月以来，我们一直有选择地投资该领域（我们第一次投资 Ripple，一年后投资 Blockchain）。在过去的 8 年中，我们在加密基础设施和技术的实际应用方面的投资步伐有所加快，到 2021 年，我们迄今为止在 40 笔区块链/web3 投资中投入了近 5 亿美元（还有几笔交易有待宣布）。今年的投资包括 FTX、Solana、Terra、Alchemy、Parallel Finance、LedgerX、Blockchain.com 等。
在 Lightspeed，我们相信下一个周期将带来区块链的主流应用，因为消费者和企业的公司都会采用 web3 框架。当我们展望 2022 年时，我们已经在许多领域制定了强有力的论点，并且很高兴能够密切关注：
1）作为过去 20 多年的基础设施软件投资者，我们也对 web3 基础设施的兴起感到兴奋，包括新的开发者平台、安全和保险提供商。随着 L2 的兴起，以太坊可扩展性是这些核心基础设施领域之一，我们很高兴积极投资于这个领域。
2）我们相信下一代 NFT 将由提供功能价值的实用和游戏 NFT 主导，NFT 会返回一些有价值的东西，如代币或收入。这可能包括任何东西，从在线游戏（化身）的角色 NFT，让您在玩游戏时赚取代币，到产生每日广告收入的数字广告牌的 NFT，再到创收房地产资产的 NFT。
3）我们相信下一个 10 亿用户将在未来 5 年内加入，其中一些最佳用例是游戏和社交网络。为此，我们在过去十年中对 web2 进行了投资——Epic Games、Snap、Sharechat 和 Splitgate 等等。在 Web3 中，游戏和社交可能在很多方面看起来都不一样。
4）我们相信 web3 是一种文化和社会现象，在音乐、艺术、学习、体育、影响者和其他领域的应用对其大规模采用至关重要。
鉴于我们对该领域的兴趣，我们想分享我们最喜欢的资源以及过去几周我们一直在阅读的内容。与任何社区一样，了解文化纽带、语言、建设者和支持者对于完全融入和理解社区至关重要。我们希望你会喜欢它。我们将继续每隔几个月更新一次，因此请与我们联系以分享您最喜欢的任何应该添加的开创性资源。
— Lightspeed团队
目录
为什么这很重要
By Mercedes Bent: A Lightspeed VC advises companies to nail down a blockchain strategy within the next 2 years (PDF)
基础知识:需要理解的领域
Blockchain
Crypto
DAOs
- By Brian Fakhoury at UnderscoreVC: The Future is DAO
- By Cathy Hackl: What Are DAOs And Why You Should Pay Attention
- By Taylor Locke at CNBC: What are DAOs
- By Sonal Chokshi, Zoran Basich, Guy Wuollet: DAOs, a Cannon
- By Cooper Turley: DAO Landscape
- By Nichanan Kesonpat: Organization Legos: The State of DAO Tooling
Glossary
Metaverse
- By Matthew Ball: “The Metaverse Primer”
- By Mercedes Bent: Why this Time Around, the Metaverse is Different
- By Sam Blumenthal: Synthetic Media, Solving the Personalization & Scale Paradox
- By Packy — Great Online Game
- By Ernest Cline: Ready Player One
- By Neal Stephenson: Snow Crash
Web3
L1 生态
- Bitcoin Investopedia Overview + White Paper
- Ethereum Introduction + White Paper
- Binance Introduction + White Paper
- Solana Not Boring: Solana Summer + White Paper
- Terra By Natalie Luu: Interview with Do Kwon + Terra ecosystem by Mario at The Generalist + Terra Docs + White Paper
- Cardano Introduction
- Avalanche White Paper
- Polkadot Introduction + White Paper
行业应用
Gaming
- By Amy Wu on Coinbase Podcast: Crypto Gaming
- By Paul V at Pantera: Blockchain Gaming: Play to Earn
- By Jon Russell at The Ken: Axie Infinity’s all work, all play model to rewrite gig work in SE Asia
- By Tom Shaughnessy and Bored Elon Musk: Blockchain Gaming + BoredElon Blockchain Gaming Twitter List
- By Bitkraft: Gaming: A Potential Driver of Blockchain Adoption
- By Amy Wu on Bankless: Web3 Gaming 101
Defi
- By Natalie Luu: DeFi-ing the rules of traditional finance
- By Sid Coelho-Prabhu at Coinbase: A Beginner’s Guide to Decentralized Finance
艺术 / NFTs
运动
音乐
- By Werner Vermaak: What Is Crypto Music and How Is It Revolutionizing the Music Industry?
- By Samantha Hissong: A Field Guide to Music’s Potential Crypto Boom
- By Debbie Chia: Music Crypto Projects List 2022
- By 3LAU: Building the Future of Music On Chain
娱乐
- By Daniel Kuhn: What Happens to a Social Token When Its Creator Dies?
- By Mercedes Bent: Creator coins & the future of income
- By Crypto, Culture, Society
Edtech
- By Kassen Qian: DAOs as University Replacements
- By Mercedes Bent: Web3, Crypto, & Learning
- By Jomayra Herrera: Learning, earning, and web3 — why I’m jumping in
地域
Asia: India & SEA — By Hemant Mohapatra: Lightspeed’s India & SEA Crypto Market Map
Asia: China By BBC: China declares all crypto-currency transactions illegal
Europe By Yahoo — DeFi makes Western Europe the world’s largest ‘crypto economy’
Africa By Africa’s Grassroorts CryptoCurrency Adoption and Baobob
LATAM By Contxto: Top 13 Latin American Crypto
Lightspeed: 我们最喜欢的 DAO + NFT社区
- Amy: BAYC and FingerprintsDAO — both are amazing communities
- Mercedes: My two favorite projects are Crypto Coven and Mad Realities. Both are female led communities with a focus on storytelling and entertainment. Crypto Coven’s community is designed around witches. Here’s a great article about how they built it. I’m a member and NFT holder of both!
- Nicole — VeeFriends: a fascinating example of a creator fusing his community’s values with NFTs. I also love Autograph who is bringing NFTs to the masses through celebrities, starting with sports.
Additional Concepts + Deep Dives
- Bitcoin maximalist
- Composability
- Proof of Competence Proposal
- By The Deep End: The Pseudonymous Meritocracy with Bored Elon Musk
- By The Hub: What is the pseudonymous economy? Balaji Srinivasan
- By Delphi Digital: Introducing Lockdrop + LBA: A Novel Token Launch Mechanism
- By Defi Vader: the Era of Guilds
- By Richard Goldman: Blockchain Gaming Guilds, what they are, and why they matter
- By Fortune: Beijing and Washington grapple with crypto in their own unique fashion
- By Ravi Mhatre on Bloomberg: The Future of Crypto Regulation
- By Leeor Shimron: Bitcoin is the Separation of Money and State
- By Ephrat Livni: Can Crypto Go Green?
- By Sam Lessin: Facebook’s Decade-Old Missteps Should Be a Lesson for Web3
Players
Accelerators
加密相关教育
- Binance Academy https://academy.binance.com/en
- Parethean https://www.parthean.com/
- Buildspace https://buildspace.so/
- Anthony Pompliano’s Crypto Course https://www.pompscryptocourse.com/
- Ledger Academy https://www.ledger.com/academy
- Republic Realm Academy https://www.republicrealm.com/realm-academy
学习DAOs
播客
- By Sam Bankman-Fried + Matt Levine on Bloomberg: How the Crypto Market Really Works
- The Pomp Podcast
- Bankless
- Delphi Digital
- Coinbase: Around the Block
- Web3 Breakdowns
实时资讯
电报
著名的推特KOL
- @vitalikbuterin
- @punk6529
- @amytongwu
- @sbf_ftx
- @meltem
- @cz_binance
- @balajis
- @CryptoWendyO
- @zhusu
- @cdixon
- @jchervinsky
- @yesladypheOnix
- @aeyakovenko
- @gaby_goldberg
- @OurNetwork__
- @ballmatthew
- @CathyHackl
- @Cooopahtroopa
- @crystalrose
NFT 艺术家们
- https://twitter.com/PopWonderNFT
- https://twitter.com/XCOPYART
- https://mobile.twitter.com/nftsarabaumann
- https://twitter.com/gengeomergence
- https://twitter.com/kGolid
- https://twitter.com/Maliha_z_Art
- https://twitter.com/dmitricherniak
- https://twitter.com/lisacmayer
加密机构投资者 (字母排序)
- 3AC
- A16z
- Alameda Research (also market maker)
- Animoca Brands
- Binance Labs
- Blockchain Capital
- Blocktower
- Coinbase Ventures
- DCG
- Delphi Digital
- Dragonfly
- Electric Capital
- Framework
- GoldenTree
- Hypersphere
- Jump Capital (also market maker)
- Kingsway Capital
- Lightspeed
- Multicoin
- Pantera
- Paradigm
- Parafi
- Polychain
- Redpoint
- Ribbit
- Sequoia
- Standard Crypto
律师们
- Jeff Engerman at Gunderson
- Andy Albertson at Fenwick
- Derek Colla at Cooley
Roles
- By Eureka: How to Become a Blockchain Developer
- By Simplilearn: How to Become a Blockchain Developer
- By Jason Shah: Leaving Tech for Crypto — Part II: How to Move into Web3
会议
- Breakpoint Solana
- NFT NYC
- Art Basel
- Mainnet
- Moonclave
- ETHDenver
- Devcon
加密市场地图
关于Mercedes :Mercedes Bent是光速风险投资公司(Lightspeed Venture Partners)的投资者。如果你喜欢这篇文章，可以在Twitter和LinkedIn上关注她，她在那里写了关于web3对流行文化、学习和未来收入的影响。
关于Lightspeed:Lightspeed是一家多阶段风险投资公司，专注于加速企业、消费者和健康领域的颠覆性创新和趋势。自2000年以来，Lightspeed一直在支持企业家，并帮助他们创建未来的公司，包括Snap、Affirm、AppDynamics、FTX、Solana、Epic Games和Cameo。Lightspeed及其附属公司目前在全球管理着105亿美元的Lightspeed平台，在硅谷、以色列、印度、中国、东南亚和欧洲拥有投资专业人士和顾问。公司官网：www.lsvp.com。
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