Lightspeed ：Web3/Crypto/Metaverse 生態系統指南
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Lightspeed ：Web3/Crypto/Metaverse 生態系統指南
在 Lightspeed，我們相信下一個週期將帶來區塊鏈的主流應用，因為消費者和企業的公司都會採用 web3 框架。
專注 Web3 行業深度報導，洞察潮水流動的方向
撰文：Mercedes Bent，Lightspeed Venture Partners
編譯：AlexZ，TechFlow
您已經聽說了很多關於加密的信息，並且想知道從哪裡開始。或者，如果您和我們一樣，您已經度過了白天、晚上、週末和假期的節奏。加密社區是唯一不變的是它變化的速度。
在 Lightspeed，自 2013 年 3 月以來，我們一直有選擇地投資該領域（我們第一次投資 Ripple，一年後投資 Blockchain）。在過去的 8 年中，我們在加密基礎設施和技術的實際應用方面的投資步伐有所加快，到 2021 年，我們迄今為止在 40 筆區塊鏈/web3 投資中投入了近 5 億美元（還有幾筆交易有待宣佈）。今年的投資包括 FTX、Solana、Terra、Alchemy、Parallel Finance、LedgerX、Blockchain.com 等。
在 Lightspeed，我們相信下一個週期將帶來區塊鏈的主流應用，因為消費者和企業的公司都會採用 web3 框架。當我們展望 2022 年時，我們已經在許多領域制定了強有力的論點，並且很高興能夠密切關注：
1）作為過去 20 多年的基礎設施軟件投資者，我們也對 web3 基礎設施的興起感到興奮，包括新的開發者平臺、安全和保險提供商。隨著 L2 的興起，以太坊可擴展性是這些核心基礎設施領域之一，我們很高興積極投資於這個領域。
2）我們相信下一代 NFT 將由提供功能價值的實用和遊戲 NFT 主導，NFT 會返回一些有價值的東西，如代幣或收入。這可能包括任何東西，從在線遊戲（化身）的角色 NFT，讓您在玩遊戲時賺取代幣，到產生每日廣告收入的數字廣告牌的 NFT，再到創收房地產資產的 NFT。
3）我們相信下一個 10 億用戶將在未來 5 年內加入，其中一些最佳用例是遊戲和社交網絡。為此，我們在過去十年中對 web2 進行了投資——Epic Games、Snap、Sharechat 和 Splitgate 等等。在 Web3 中，遊戲和社交可能在很多方面看起來都不一樣。
4）我們相信 web3 是一種文化和社會現象，在音樂、藝術、學習、體育、影響者和其他領域的應用對其大規模採用至關重要。
鑑於我們對該領域的興趣，我們想分享我們最喜歡的資源以及過去幾周我們一直在閱讀的內容。與任何社區一樣，瞭解文化紐帶、語言、建設者和支持者對於完全融入和理解社區至關重要。我們希望你會喜歡它。我們將繼續每隔幾個月更新一次，因此請與我們聯繫以分享您最喜歡的任何應該添加的開創性資源。
— Lightspeed團隊
目錄
為什麼區塊鏈很重要？
By Mercedes Bent: A Lightspeed VC advises companies to nail down a blockchain strategy within the next 2 years (PDF)
基礎知識：需要理解的領域
Blockchain
By Coinbase: What is a Blockchain
By Builtin: Blockchain Technology Defined
Crypto
By Kate Ashford, John Schmidt at Forbes: What is Cryptocurrency
By Andrey-Sergeenkov at Coindesk: What is Cryptocurrency
By Cointelegraph: What is Cryptocurrency
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
專業術語
By CoinMarketCap: Crypto Glossary
By Punk6529: A Guide to NFT Twitter Terminology
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 Ernest Cline: Ready Player One
By Neal Stephenson: Snow Crash
Web3
By Gavin Wood: Why We Need Web 3.0
By Chris Dixon: Why Web3 Matters
L1 生態
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
行業應用
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
藝術 / NFTs
By The daily Ape: NFT Organized
運動
By Pet Berisha: Sporting Crypto
音樂
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
娛樂
By Daniel Kuhn: What Happens to a Social Token When Its Creator Dies?
By Mercedes Bent: Creator coins & the future of income
教育科技
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: 我們最喜歡的 DAO + NFT社區
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.
其他概念 +深度解析
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
加密相關教育
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
學習DAOs
播客
By Sam Bankman-Fried + Matt Levine on Bloomberg: How the Crypto Market Really Works
實時資訊
Top Crypto Newsletters On Substack
電報
著名推特KOL
NFT 藝術家們
https://twitter.com/PopWonderNFT
https://mobile.twitter.com/nftsarabaumann
https://twitter.com/gengeomergence
https://twitter.com/Maliha_z_Art
https://twitter.com/dmitricherniak
https://twitter.com/lisacmayer
加密機構投資者 (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
律師
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
會議
Breakpoint Solana
NFT NYC
Art Basel
Mainnet
Moonclave
ETHDenver
Devcon
加密市場地圖
DAO工具全景圖
紐約市加密市場地圖，Block Research製作
關於Mercedes:Mercedes Bent是光速風險投資公司(Lightspeed Venture Partners)的投資者。如果你喜歡這篇文章，可以在Twitter和LinkedIn上關注她，她在那裡寫了關於web3對流行文化、學習和未來收入的影響。
關於Lightspeed:Lightspeed是一家多階段風險投資公司，專注於加速企業、消費者和健康領域的顛覆性創新和趨勢。自2000年以來，Lightspeed一直在支持企業家，並幫助他們創建未來的公司，包括Snap、Affirm、AppDynamics、FTX、Solana、Epic Games和Cameo。Lightspeed及其附屬公司目前在全球管理著105億美元的Lightspeed平臺，在硅谷、以色列、印度、中國、東南亞和歐洲擁有投資專業人士和顧問。公司官網：www.lsvp.com。
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