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

By [深潮TechFlow](https://paragraph.com/@techflow-4) · 2021-12-29

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![](https://storage.googleapis.com/papyrus_images/c2a7c35a9a2a973abc5a7eaa2717042a8a2c5bb8fac4df3570acb86c99d37cb2.png)

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**

[By Coinbase: What is a Blockchain](https://www.coinbase.com/learn/crypto-basics/what-is-a-blockchain)

[By Builtin: Blockchain Technology Defined](https://builtin.com/blockchain)

**Crypto**

[By Kate Ashford, John Schmidt at Forbes: What is Cryptocurrency](http://forbes.com/advisor/investing/what-is-cryptocurrency/)

[By Andrey-Sergeenkov at Coindesk: What is Cryptocurrency](http://coindesk.com/learn/what-is-cryptocurrency/)

[By Cointelegraph: What is Cryptocurrency](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](https://storage.googleapis.com/papyrus_images/4de68a2767eae2effe952e75b72872b663b6e4da2bd45ec2f0ddcb77dc7deda4.png)

DAO工具全景图

![纽约市加密市场地图，由Block Research 制作](https://storage.googleapis.com/papyrus_images/022802491b0e7f0021a11cf41a538b4ab4287151013079fec962c998701d17af.png)

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](https://storage.googleapis.com/papyrus_images/e6cd34b19cfd53d2b764b6b84ad84d2c2c4a85e61603b90df9e8b47fb274b318.png)

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)

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*Originally published on [深潮TechFlow](https://paragraph.com/@techflow-4/lightspeed-web3-crypto-metaverse)*
