# Lightspeed ：Web3/Crypto/Metaverse 生态系统指南 By [0x17Ricegraincat](https://paragraph.com/@0x17ricegraincat) · 2021-12-29 --- 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](https://www.businessinsider.com/blockchain-strategy-lightspeed-vc-startups-big-as-internet-2021-9) ([PDF](https://drive.google.com/file/d/1vtV6LT3rp-_aG-6RWx6-EqqywgCz2_92/view?usp=sharing)) **基础知识:需要理解的领域** **Blockchain** [Attention Required! | Cloudflare](https://www.coinbase.com/learn/crypto-basics/what-is-a-blockchain) [Completing the CAPTCHA proves you are a human and gives you temporary access to the web property.](https://www.coinbase.com/learn/crypto-basics/what-is-a-blockchain) [www.coinbase.com](https://www.coinbase.com/learn/crypto-basics/what-is-a-blockchain) [What Is Blockchain Technology? How Does It Work? | Built In](https://builtin.com/blockchain) [Blockchain technology is most simply defined as a decentralized, distributed ledger that records the provenance of a digital asset.](https://builtin.com/blockchain) [builtin.com](https://builtin.com/blockchain) **Crypto** [What Is Cryptocurrency?](http://forbes.com/advisor/investing/what-is-cryptocurrency) [Cryptocurrency is decentralized digital money that’s based on blockchain technology. You may be familiar with the most popular versions, Bitcoin and Ethereum, but there are more than 5,000 different cryptocurrencies in circulation. How Does Cryptocurrency Work? A cryptocurrency is a medium of exch](http://forbes.com/advisor/investing/what-is-cryptocurrency) [forbes.com](http://forbes.com/advisor/investing/what-is-cryptocurrency) [What Is Cryptocurrency?](http://coindesk.com/learn/what-is-cryptocurrency) [When Satoshi Nakamoto launched the Bitcoin protocol in January 2009, the first globally viable cryptocurrency had arrived.](http://coindesk.com/learn/what-is-cryptocurrency) [coindesk.com](http://coindesk.com/learn/what-is-cryptocurrency) [What is cryptocurrency? A beginner’s guide to digital currency](https://cointelegraph.com/blockchain-for-beginners/what-is-a-cryptocurrency-a-beginners-guide-to-digital-money) [A cryptocurrency is a digital or virtual currency that is secured by cryptography, which makes it nearly impossible to counterfeit or double-spend. Many cryptocurrencies are decentralized networks based on blockchain technology — a dispersed ledger enforced by a disparate network of computers.](https://cointelegraph.com/blockchain-for-beginners/what-is-a-cryptocurrency-a-beginners-guide-to-digital-money) [cointelegraph.com](https://cointelegraph.com/blockchain-for-beginners/what-is-a-cryptocurrency-a-beginners-guide-to-digital-money) **DAOs** * [By Brian Fakhoury at UnderscoreVC: The Future is DAO](https://underscore.vc/blog/the-future-is-dao-a-primer-on-daos-and-their-explosive-growth/) * [By Cathy Hackl: What Are DAOs And Why You Should Pay Attention](https://www.forbes.com/sites/cathyhackl/2021/06/01/what-are-daos-and-why-you-should-pay-attention/?sh=79b85e4d7305) * [By Taylor Locke at CNBC: What are DAOs](https://www.cnbc.com/2021/10/25/what-are-daos-what-to-know-about-the-next-big-trend-in-crypto.html) * [By Sonal Chokshi, Zoran Basich, Guy Wuollet: DAOs, a Cannon](https://future.a16z.com/dao-canon/) * [By Cooper Turley: DAO Landscape](https://coopahtroopa.mirror.xyz/_EDyn4cs9tDoOxNGZLfKL7JjLo5rGkkEfRa_a-6VEWw) * [By Nichanan Kesonpat: Organization Legos: The State of DAO Tooling](https://medium.com/1kxnetwork/organization-legos-the-state-of-dao-tooling-866b6879e93e) **Glossary** * [By CoinMarketCap: Crypto Glossary](https://coinmarketcap.com/alexandria/glossary) * [By Punk6529: A Guide to NFT Twitter Terminology](https://www.one37pm.com/nft/art/nft-twitter-meanings-definitions) **Metaverse** * [By Matthew Ball: “The Metaverse Primer”](https://www.matthewball.vc/all/forwardtothemetaverseprimer) * [By Mercedes Bent: Why this Time Around, the Metaverse is Different](https://medium.com/lightspeed-venture-partners/why-this-time-around-the-metaverse-is-different-f18b514dbd33) * [By Sam Blumenthal: Synthetic Media, Solving the Personalization & Scale Paradox](https://compoundingthoughts.substack.com/p/synthetic-media) * [By Packy — Great Online Game](https://society.mirror.xyz/hLiwB73KosN2UoZm2z-6WLJemC0zM4YqAwGivKm0tU0) * [By Ernest Cline: Ready Player One](https://www.amazon.com/Ready-Player-One-Ernest-Cline/dp/0307887448) * [By Neal Stephenson: Snow Crash](https://www.amazon.com/Snow-Crash-Novel-Neal-Stephenson-ebook/dp/B000FBJCJE) **Web3** * [By Gavin Wood: Why We Need Web 3.0](https://gavofyork.medium.com/why-we-need-web-3-0-5da4f2bf95ab) * [By Chris Dixon: Why Web3 Matters](https://future.a16z.com/why-web3-matters/) **L1 生态** * Bitcoin [Investopedia Overview](https://www.investopedia.com/tech/return-nakamoto-white-paper-bitcoins-10th-birthday/) + [White Paper](https://bitcoin.org/bitcoin.pdf) * Ethereum [Introduction](https://ethereum.org/en/developers/docs/intro-to-ethereum/) + [White Paper](https://ethereum.org/en/whitepaper/) * Binance [Introduction](https://www.binance.com/en/blog/all/binance-chain-community-releases-whitepaper-for-enabling-smart-contracts-421499824684900520) + [White Paper](https://www.exodus.com/assets/docs/binance-coin-whitepaper.pdf) * Solana [Not Boring: Solana Summer](https://www.notboring.co/p/solana-summer) + [White Paper](https://solana.com/solana-whitepaper.pdf) * Terra [By Natalie Luu: Interview with Do Kwon](https://medium.com/lightspeed-venture-partners/whats-new-in-the-terra-ecosystem-with-do-kwon-ceo-of-terraform-labs-bca226532671) + [Terra ecosystem by Mario at The Generalist](https://www.readthegeneralist.com/briefing/terra) + [Terra Docs](https://docs.terra.money/) + [White Paper](https://assets.website-files.com/611153e7af981472d8da199c/618b02d13e938ae1f8ad1e45_Terra_White_paper.pdf) * Cardano [Introduction](https://why.cardano.org/en/introduction/motivation/) * Avalanche [White Paper](https://assets.website-files.com/5d80307810123f5ffbb34d6e/6008d7bbf8b10d1eb01e7e16_Avalanche%20Platform%20Whitepaper.pdf) * Polkadot [Introduction](https://polkadot.network/about/) + [White Paper](https://polkadot.network/PolkaDotPaper.pdf) **行业应用** **Gaming** * [By Amy Wu on Coinbase Podcast: Crypto Gaming](https://podcasts.apple.com/us/podcast/coinbase-around-the-block/id1593332793?i=1000541315487) * [By Paul V at Pantera: Blockchain Gaming: Play to Earn](https://www.veradiverdict.com/p/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](https://the-ken.com/sea/story/axie-infinitys-all-work-all-play-model-to-rewrite-gig-work-in-se-asia/) * [By Tom Shaughnessy and Bored Elon Musk: Blockchain Gaming](https://www.listennotes.com/podcasts/the-delphi-podcast/bored-elon-sharing-invention-Zh61qlzwJGn/) + [BoredElon Blockchain Gaming Twitter List](https://twitter.com/i/lists/1446304183355727876) * [By Bitkraft: Gaming: A Potential Driver of Blockchain Adoption](https://www.bitkraft.vc/gaming-a-potential-driver-of-blockchain-adoption/) * [By Amy Wu on Bankless: Web3 Gaming 101](http://podcast.banklesshq.com/96-web3-gaming-101-amy-wu) **Defi** * [By Natalie Luu: DeFi-ing the rules of traditional finance](https://medium.com/lightspeed-venture-partners/defi-ing-the-rules-of-traditional-finance-39176e785947) * [By Sid Coelho-Prabhu at Coinbase: A Beginner’s Guide to Decentralized Finance](https://blog.coinbase.com/a-beginners-guide-to-decentralized-finance-defi-574c68ff43c4) **艺术 / NFTs** * [By The daily Ape: NFT Organized](https://thedailyape.notion.site/NFT-72bf6d553ab04f04b348abdd8afd9b05) **运动** * [By Pet Berisha: Sporting Crypto](https://sportingcrypto.substack.com/) **音乐** * [By Werner Vermaak: What Is Crypto Music and How Is It Revolutionizing the Music Industry?](https://coinmarketcap.com/alexandria/article/what-is-crypto-music-and-how-is-it-revolutionizing-the-music-industry) * [By Samantha Hissong: A Field Guide to Music’s Potential Crypto Boom](https://www.rollingstone.com/pro/features/music-crypto-blockchain-nfts-guide-1116327/) * [By Debbie Chia: Music Crypto Projects List 2022](https://medium.datadriveninvestor.com/music-crypto-projects-list-2022-28ba99814440) * [By 3LAU: Building the Future of Music On Chain](https://3lau.medium.com/building-the-future-of-music-ownership-on-chain-54f29cebe66) **娱乐** * [By Daniel Kuhn: What Happens to a Social Token When Its Creator Dies?](https://www.coindesk.com/business/2021/09/23/what-happens-to-a-social-token-when-its-creator-dies/) * [By Mercedes Bent: Creator coins & the future of income](https://mercebent.medium.com/creator-coins-the-future-of-income-8bad8a2db476?postPublishedType=initial) * [By Crypto, Culture, Society](https://society.mirror.xyz/) **Edtech** * [By Kassen Qian: DAOs as University Replacements](https://kassen.substack.com/p/daos-as-university-replacements-a) * [By Mercedes Bent: Web3, Crypto, & Learning](https://kassen.substack.com/p/daos-as-university-replacements-a) * [By Jomayra Herrera: Learning, earning, and web3 — why I’m jumping in](https://grounded.substack.com/p/learning-earning-and-web3-why-im) **地域** Asia: India & SEA — [By Hemant Mohapatra: Lightspeed’s India & SEA Crypto Market Map](https://medium.com/lightspeedindia/lightspeeds-india-sea-crypto-landscape-7038eaa473e) Asia: China [By BBC: China declares all crypto-currency transactions illegal](https://www.bbc.com/news/technology-58678907) Europe [By Yahoo — DeFi makes Western Europe the world’s largest ‘crypto economy’](https://news.yahoo.com/de-fi-made-western-europe-the-worlds-largest-crypto-economy-170824285.html) Africa [By Africa’s Grassroorts CryptoCurrency Adoption](https://blog.chainalysis.com/reports/africas-grassroots-cryptocurrency-adoption) and [Baobob](https://insights.thebaobabnetwork.com/2021-02-cryptocurrency-africa-market-map/) LATAM [By Contxto: Top 13 Latin American Crypto](https://contxto.com/en/market-map/latin-american-crypto-exchange-market-map/) **Lightspeed: 我们最喜欢的 DAO + NFT社区** * [Amy](https://twitter.com/amytongwu): BAYC and FingerprintsDAO — both are amazing communities * [Mercedes](https://twitter.com/mercebent): 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](https://dirt.substack.com/p/dirt-coven-building?r=97c8) about how they built it. I’m a member and NFT holder of both! * [Nicole](https://twitter.com/Nik_Quinn) — 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](https://www.coindesk.com/markets/2021/08/05/the-node-i-dont-understand-bitcoin-maximalism/) * [Composability](https://ethereum.org/en/developers/docs/smart-contracts/composability/) * [Proof of Competence Proposal](https://docs.google.com/document/u/0/d/1T9qAni0PS20shpZm2_v7KDRqEWufyqhp-LXYPGodTS8/mobilebasic#heading=h.zb06ifcd8vx1) * [By The Deep End: The Pseudonymous Meritocracy with Bored Elon Musk](https://overcast.fm/+u18yuFp_0) * [By The Hub: What is the pseudonymous economy? Balaji Srinivasan](https://thehub.ca/in-the-know/2021-06-10/what-is-the-pseudonymous-economy-balaji-srinivasan/) * [By Delphi Digital: Introducing Lockdrop + LBA: A Novel Token Launch Mechanism](https://members.delphidigital.io/reports/introducing-lockdrop-lba-a-novel-token-launch-mechanism/) * [By Defi Vader: the Era of Guilds](https://defivader.medium.com/the-era-of-guilds-375f9905287f) * [By Richard Goldman: Blockchain Gaming Guilds, what they are, and why they matter](https://medium.com/gasworks-crypto/blockchain-gaming-guilds-143095d67066) * [By Fortune: Beijing and Washington grapple with crypto in their own unique fashion](https://fortune.com/2021/12/03/us-china-crypto-regulation-ban-bitcoin-nfts-pboc-sec/) * [By Ravi Mhatre on Bloomberg: The Future of Crypto Regulation](http://youtube.com/watch?v=TXeGOCISrVg) * [By Leeor Shimron: Bitcoin is the Separation of Money and State](https://www.forbes.com/sites/leeorshimron/2020/06/30/bitcoin-is-the-separation-of-money-and-state/?sh=59cfb6456db3) * [By Ephrat Livni: Can Crypto Go Green?](https://www.nytimes.com/2021/10/10/business/dealbook/crypto-climate.html) * [By Sam Lessin: Facebook’s Decade-Old Missteps Should Be a Lesson for Web3](https://www.theinformation.com/articles/facebooks-decade-old-missteps-should-be-a-lesson-for-web3?rc=sgolud) **Players** **Accelerators** * [Defi Alliance](https://www.defialliance.co/) * [Polygon x Basecamp](https://blog.polygon.technology/outlier-ventures-and-polygon-announce-an-accelerator-program-to-advance-web3/) **加密相关教育** * Binance Academy [https://academy.binance.com/en](https://academy.binance.com/en) * Parethean [https://www.parthean.com/](https://www.parthean.com/) * Buildspace [https://buildspace.so/](https://buildspace.so/) * Anthony Pompliano’s Crypto Course [https://www.pompscryptocourse.com/](https://www.pompscryptocourse.com/) * Ledger Academy [https://www.ledger.com/academy](https://www.ledger.com/academy) * Republic Realm Academy [https://www.republicrealm.com/realm-academy](https://www.republicrealm.com/realm-academy) **学习DAOs** * [Crypto, Culture, & Society](https://g.mirror.xyz/crowdfunds/0x819b12E7b398021fbD9D2acdC8B7349E3D732B51) * [Invisible College DAO](https://www.invisiblecollege.xyz/) **播客** * [By Sam Bankman-Fried + Matt Levine on Bloomberg: How the Crypto Market Really Works](https://www.bloomberg.com/news/audio/2021-08-04/how-the-crypto-market-really-works-podcast) * [The Pomp Podcast](https://www.anthonypompliano.com/podcast) * [Bankless](http://podcast.banklesshq.com/) * [Delphi Digital](https://delphidigital.io/podcast) * [Coinbase: Around the Block](https://podcasts.apple.com/us/podcast/coinbase-around-the-block/id1593332793) * [Web3 Breakdowns](https://open.spotify.com/show/4zQbeLbLgqKEyn7e2sKzez) **实时资讯** * [The Block](https://www.theblockresearch.com/) * [Coindesk](https://www.coindesk.com/) * [Delphi](https://delphidigital.io/) * [Pantera Capital Insights](https://panteracapital.com/insights/) * [Decrypt](https://decrypt.co/) * [Top Crypto Newsletters On Substack](https://substack.com/discover/category/crypto/paid) **电报** * [The Daily Ape](https://t.me/thedailyape) * [DeFi Prime](https://t.me/defiprime) **著名的推特KOL** * [@vitalikbuterin](https://twitter.com/VitalikButerin) * [@punk6529](http://punk6529/) * [@amytongwu](https://twitter.com/amytongwu) * [@sbf\_ftx](https://twitter.com/SBF_FTX) * [@meltem](https://twitter.com/Melt_Dem) * [@cz\_binance](https://twitter.com/cz_binance) * [@balajis](https://twitter.com/balajis) * [@CryptoWendyO](https://twitter.com/CryptoWendyO) * [@zhusu](https://twitter.com/zhusu) * [@cdixon](https://twitter.com/cdixon) * [@jchervinsky](https://twitter.com/jchervinsky) * [@yesladypheOnix](https://twitter.com/yesladypheonix) * [@aeyakovenko](https://twitter.com/aeyakovenko) * [@gaby\_goldberg](https://twitter.com/gaby_goldberg) * [@OurNetwork\_\_](https://twitter.com/OurNetwork__) * [@ballmatthew](https://twitter.com/ballmatthew) * [@CathyHackl](https://twitter.com/CathyHackl) * [@Cooopahtroopa](https://twitter.com/Cooopahtroopa) * [@crystalrose](https://twitter.com/crystalrose) **NFT 艺术家们** * [https://twitter.com/PopWonderNFT](https://twitter.com/PopWonderNFT) * [https://twitter.com/XCOPYART](https://twitter.com/XCOPYART) * [https://mobile.twitter.com/nftsarabaumann](https://mobile.twitter.com/nftsarabaumann) * [https://twitter.com/gengeomergence](https://twitter.com/gengeomergence) * [https://twitter.com/kGolid](https://twitter.com/kGolid) * [https://twitter.com/Maliha\_z\_Art](https://twitter.com/Maliha_z_Art) * [https://twitter.com/dmitricherniak](https://twitter.com/dmitricherniak) * [https://twitter.com/lisacmayer](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](https://www.edureka.co/blog/how-to-become-blockchain-developer/#type) * [By Simplilearn: How to Become a Blockchain Developer](https://www.simplilearn.com/tutorials/blockchain-tutorial/how-to-become-a-blockchain-developer) * [By Jason Shah: Leaving Tech for Crypto — Part II: How to Move into Web3](https://www.0xshah.xyz/leaving-tech-for-crypto-how-to-move-into-web3/) **会议**[​](https://www.0xshah.xyz/leaving-tech-for-crypto-how-to-move-into-web3/) * 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，由Block Research 制作 Lightspeed的印度%东南亚加密市场地图 **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。](http://www.lsvp.com%E3%80%82) **原文链接：** [https://medium.com/lightspeed-venture-partners/the-web3-crypto-metaverse-ecosystem-guide-from-the-minds-of-lightspeed-e5c35eebb27d](https://medium.com/lightspeed-venture-partners/the-web3-crypto-metaverse-ecosystem-guide-from-the-minds-of-lightspeed-e5c35eebb27d) --- *Originally published on [0x17Ricegraincat](https://paragraph.com/@0x17ricegraincat/lightspeed-web3-crypto-metaverse)*