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

**Published by:** [深潮TechFlow](https://paragraph.com/@techflow-4/)
**Published on:** 2021-12-29
**URL:** https://paragraph.com/@techflow-4/lightspeed-web3-crypto-metaverse

## Content

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 (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 DAOsBy Brian Fakhoury at UnderscoreVC: The Future is DAOBy Cathy Hackl: What Are DAOs And Why You Should Pay AttentionBy Taylor Locke at CNBC: What are DAOsBy Sonal Chokshi, Zoran Basich, Guy Wuollet: DAOs, a CannonBy Cooper Turley: DAO LandscapeBy Nichanan Kesonpat: Organization Legos: The State of DAO ToolingGlossaryBy CoinMarketCap: Crypto GlossaryBy Punk6529: A Guide to NFT Twitter TerminologyMetaverseBy Matthew Ball: “The Metaverse Primer”By Mercedes Bent: Why this Time Around, the Metaverse is DifferentBy Sam Blumenthal: Synthetic Media, Solving the Personalization & Scale ParadoxBy Packy — Great Online GameBy Ernest Cline: Ready Player OneBy Neal Stephenson: Snow CrashWeb3By Gavin Wood: Why We Need Web 3.0By Chris Dixon: Why Web3 MattersL1 生态Bitcoin Investopedia Overview + White PaperEthereum Introduction + White PaperBinance Introduction + White PaperSolana Not Boring: Solana Summer + White PaperTerra By Natalie Luu: Interview with Do Kwon + Terra ecosystem by Mario at The Generalist + Terra Docs + White PaperCardano IntroductionAvalanche White PaperPolkadot Introduction + White Paper行业应用 GamingBy Amy Wu on Coinbase Podcast: Crypto GamingBy Paul V at Pantera: Blockchain Gaming: Play to EarnBy Jon Russell at The Ken: Axie Infinity’s all work, all play model to rewrite gig work in SE AsiaBy Tom Shaughnessy and Bored Elon Musk: Blockchain Gaming + BoredElon Blockchain Gaming Twitter ListBy Bitkraft: Gaming: A Potential Driver of Blockchain AdoptionBy Amy Wu on Bankless: Web3 Gaming 101DefiBy Natalie Luu: DeFi-ing the rules of traditional financeBy Sid Coelho-Prabhu at Coinbase: A Beginner’s Guide to Decentralized Finance艺术 / NFTsBy 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 BoomBy Debbie Chia: Music Crypto Projects List 2022By 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 incomeBy Crypto, Culture, SocietyEdtechBy Kassen Qian: DAOs as University ReplacementsBy Mercedes Bent: Web3, Crypto, & LearningBy 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 communitiesMercedes: 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.Additional Concepts + Deep DivesBitcoin maximalistComposabilityProof of Competence ProposalBy The Deep End: The Pseudonymous Meritocracy with Bored Elon MuskBy The Hub: What is the pseudonymous economy? Balaji SrinivasanBy Delphi Digital: Introducing Lockdrop + LBA: A Novel Token Launch MechanismBy Defi Vader: the Era of GuildsBy Richard Goldman: Blockchain Gaming Guilds, what they are, and why they matterBy Fortune: Beijing and Washington grapple with crypto in their own unique fashionBy Ravi Mhatre on Bloomberg: The Future of Crypto RegulationBy Leeor Shimron: Bitcoin is the Separation of Money and StateBy Ephrat Livni: Can Crypto Go Green?By Sam Lessin: Facebook’s Decade-Old Missteps Should Be a Lesson for Web3Players AcceleratorsDefi AlliancePolygon x Basecamp加密相关教育Binance Academy https://academy.binance.com/enParethean https://www.parthean.com/Buildspace https://buildspace.so/Anthony Pompliano’s Crypto Course https://www.pompscryptocourse.com/Ledger Academy https://www.ledger.com/academyRepublic Realm Academy https://www.republicrealm.com/realm-academy学习DAOsCrypto, Culture, & SocietyInvisible College DAO播客By Sam Bankman-Fried + Matt Levine on Bloomberg: How the Crypto Market Really WorksThe Pomp PodcastBanklessDelphi DigitalCoinbase: Around the BlockWeb3 Breakdowns实时资讯The BlockCoindeskDelphiPantera Capital InsightsDecryptTop Crypto Newsletters On Substack电报The Daily ApeDeFi Prime著名的推特KOL@vitalikbuterin@punk6529@amytongwu@sbf_ftx@meltem@cz_binance@balajis@CryptoWendyO@zhusu@cdixon@jchervinsky@yesladypheOnix@aeyakovenko@gaby_goldberg@OurNetwork__@ballmatthew@CathyHackl@Cooopahtroopa@crystalroseNFT 艺术家们https://twitter.com/PopWonderNFThttps://twitter.com/XCOPYARThttps://mobile.twitter.com/nftsarabaumannhttps://twitter.com/gengeomergencehttps://twitter.com/kGolidhttps://twitter.com/Maliha_z_Arthttps://twitter.com/dmitricherniakhttps://twitter.com/lisacmayer加密机构投资者 (字母排序)3ACA16zAlameda Research (also market maker)Animoca BrandsBinance LabsBlockchain CapitalBlocktowerCoinbase VenturesDCGDelphi DigitalDragonflyElectric CapitalFrameworkGoldenTreeHypersphereJump Capital (also market maker)Kingsway CapitalLightspeedMulticoinPanteraParadigmParafiPolychainRedpointRibbitSequoiaStandard Crypto律师们Jeff Engerman at GundersonAndy Albertson at FenwickDerek Colla at CooleyRolesBy Eureka: How to Become a Blockchain DeveloperBy Simplilearn: How to Become a Blockchain DeveloperBy Jason Shah: Leaving Tech for Crypto — Part II: How to Move into Web3会议​Breakpoint SolanaNFT NYCArt BaselMainnetMoonclaveETHDenverDevcon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。 原文链接： https://medium.com/lightspeed-venture-partners/the-web3-crypto-metaverse-ecosystem-guide-from-the-minds-of-lightspeed-e5c35eebb27d 深潮 TechFlow 是由社区驱动的深度内容平台，致力于提供有价值的信息，有态度的思考。社区： 公众号：深潮 TechFlow Telegram：https://t.me/TechFlowPost Twitter：@TechFlowPost进微信群添加助手微信：TechFlow01

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