# Web3 - Fomo By [salty latte](https://paragraph.com/@salty-latte) · 2022-01-05 --- \[2014年的北京\] 在簋街吃完宵夜，骑车回胡同里，刚刚和德国朋友学习了gogoduck这个网站，我突然想到这个世界的发展方向是共产主义。为什么呢？数据变现没问题，问题在于你变现了我的数据，但是不分钱给我。 If AI is communist, crypto is libertarian. - Peter Thiel \[Openning\] 各位同事大家好呀，今年非常开心可以和大家在这里分享这半年来让我最兴奋的话题之一，加密货币。大家可能会觉得有点奇怪，为什么非投资团队的同事也在关心这个话题。关于这一点，我想先问大家问两个问题。 1. 假设有两家创业公司现在来挖你，一家是给你的是传统esop，一家给你的股权可以马上变现，实时流通，并且你的股权还会有相应的投票权。在其他条件相等的情况下，你会选择哪一家公司？ 2\. 如果现在有一种工资，不用上税，而且可以实时在全球兑换和流通，并且不受外汇限制，你会不会愿意？ [https://www.nytimes.com/2021/12/20/technology/silicon-valley-cryptocurrency-start-ups.html](https://www.nytimes.com/2021/12/20/technology/silicon-valley-cryptocurrency-start-ups.html) 在这个下海潮里面， [https://twitter.com/davidmarcus/status/1465740041339092994?ref\_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1465740041339092994%7Ctwgr%5E%7Ctwcon%5Es1\_&ref\_url=https%3A%2F%2Fwww.nytimes.com%2F2021%2F12%2F20%2Ftechnology%2Fsilicon-valley-cryptocurrency-start-ups.html](https://twitter.com/davidmarcus/status/1465740041339092994?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1465740041339092994%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.nytimes.com%2F2021%2F12%2F20%2Ftechnology%2Fsilicon-valley-cryptocurrency-start-ups.html) [https://www.bloomberg.com/news/articles/2021-12-06/former-lyft-cfo-roberts-joins-crypto-startup-opensea?sref=r6eUgz3F](https://www.bloomberg.com/news/articles/2021-12-06/former-lyft-cfo-roberts-joins-crypto-startup-opensea?sref=r6eUgz3F) 广告打到了LA Staples Center，今年美国春晚的广告时间，一共有6家公司。其中有2家是加密货币相关的公司。 [https://www.wsj.com/articles/crypto-com-will-run-its-first-super-bowl-ad-amid-marketing-blitz-11640174402](https://www.wsj.com/articles/crypto-com-will-run-its-first-super-bowl-ad-amid-marketing-blitz-11640174402) 这些钱当然是从哪里来的呢？ 加密货币这个赛道在2021年的融资总额，等于过去10年的总额。 [https://www.bloomberg.com/news/articles/2021-12-19/ftx-moonpay-axie-lead-crypto-firms-attracting-record-30-billion-in-2021?sref=r6eUgz3F](https://www.bloomberg.com/news/articles/2021-12-19/ftx-moonpay-axie-lead-crypto-firms-attracting-record-30-billion-in-2021?sref=r6eUgz3F) 红杉（美国）2021年一共投资了21个和加密货币相关的项目，占总投资的项目的1/4。同时，红杉也在今年注册成为了RIA，这意味着他们不再受20%非股权投资的限制。 When Sequoia [revamped its fund structure](https://www.bloomberg.com/news/articles/2021-10-26/sequoia-capital-to-restructure-funds-becoming-more-than-a-vc) this fall to have an open-ended timeline for selling shares in its companies, the overhaul also created a path for the firm to further amp up its crypto investing. By becoming a registered investment advisor, as Andreessen Horowitz did [in 2019](https://www.bloomberg.com/news/articles/2019-05-01/andreessen-horowitz-raises-2-75-billion-for-two-new-funds?sref=4TStDRR2), Sequoia was able to ditch the regulations capping crypto investments for venture firms at 20% of a total fund.  [https://www.bloomberg.com/news/articles/2021-12-17/sequoia-capital-finally-gets-red-pilled-on-crypto-investing?sref=r6eUgz3F](https://www.bloomberg.com/news/articles/2021-12-17/sequoia-capital-finally-gets-red-pilled-on-crypto-investing?sref=r6eUgz3F) 1\. [https://images.app.goo.gl/ptmzDggXcZ6Doy2E7](https://images.app.goo.gl/ptmzDggXcZ6Doy2E7) 除了VC之外，各大互联网的平台也在思考，Airbnb [https://twitter.com/bchesky/status/1478553642357559296](https://twitter.com/bchesky/status/1478553642357559296) 政策方： [https://techcrunch.com/2021/12/15/katie-haun-is-splitting-off-from-a16z-to-launch-her-own-crypto-fund/](https://techcrunch.com/2021/12/15/katie-haun-is-splitting-off-from-a16z-to-launch-her-own-crypto-fund/) 这是一种更透明、更公平的分配机制， Web3 扫盲贴： 如果你只有30分钟： [https://www.ft.com/video/c461153e-5588-44cd-a73d-cea30afaa05d](https://www.ft.com/video/c461153e-5588-44cd-a73d-cea30afaa05d) 如果你有三个小时： [https://tim.blog/2021/10/28/chris-dixon-naval-ravikant-transcript/](https://tim.blog/2021/10/28/chris-dixon-naval-ravikant-transcript/) [https://www.matthewball.vc/all/forwardtothemetaverseprimer](https://www.matthewball.vc/all/forwardtothemetaverseprimer) [https://onezero.medium.com/why-decentralization-matters-5e3f79f7638e](https://onezero.medium.com/why-decentralization-matters-5e3f79f7638e) --- *Originally published on [salty latte](https://paragraph.com/@salty-latte/web3-fomo)*