Lightspeed ：Web3/Crypto/Metaverse 生态系统指南

撰文：Mercedes Bent，Lightspeed Venture Partners

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

为什么区块链很重要？

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

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

专业术语

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 Packy — Great Online Game

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

By The daily Ape: NFT Organized

运动

By Pet Berisha: Sporting Crypto

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

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.

其他概念 +深度解析

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

Defi Alliance

Polygon x Basecamp

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

Crypto, Culture, & Society

Invisible College DAO

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

The Block

Coindesk

Delphi

Pantera Capital Insights

Decrypt

Top Crypto Newsletters On Substack

电报

The Daily Ape

DeFi Prime

著名推特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

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

DAO工具全景图

纽约市加密市场地图，Block Research制作

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。

原文链接

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