Community Layer: Initial Thoughts on Web3 Marketing

Community Layer: Initial Thoughts on Web3 Marketing

The Community Layer: Redefining the Foundation of Web3 Marketing (And More) In the rapidly evolving landscape of Web3, we stand at the precipice of a paradigm shift. While much attention has been focused on technological protocols, we at ARTISAN have identified a more fundamental layer that will drive the future of decentralized networks: community. What…

ML & AGI Powered DAOs: Unlocking the Future of Collective Governance and Humanity

ML & AGI Powered DAOs: Unlocking the Future of Collective Governance and Humanity

The convergence of ML, AGI, and DAO governance (ML/AGI-powered DAO) holds the potential to transform the future of human coordination, decision-making, and the very fabric of our societal structures. By embracing this convergence, we can unlock new frontiers of collective intelligence, align incentives for the greater good, and pave the way for a more equitable…

Investment Thesis: RWA Tokenization – A Maturing Opportunity

Investment Thesis: RWA Tokenization – A Maturing Opportunity

Executive Summary The tokenization of Real World Assets (RWA) has evolved significantly since its initial hype in 2019-2020, presenting a compelling investment opportunity. With improved infrastructure, regulatory clarity, and institutional interest, the RWA tokenization market is poised for substantial growth, potentially reaching a $20 trillion total addressable market (TAM) by 2030. This projection implies a…

Web3 Investment Thesis – Redefining Relations of Production and Money

Web3 Investment Thesis – Redefining Relations of Production and Money

Introduction Web3 has been emerging to fundamentally change money, the financial system (DeFi), relation of production (NFTs, Token design, DAOs) and the internet more broadly (Blockchain computers). Historically, new models of computing have tended to emerge every 10–15 years: mainframes in the 60s, PCs in the late 70s, the internet in the early 90s, and…

Artisan – #32 Weekly: May 22 – 26 | Web3 Narratives

Artisan – #32 Weekly: May 22 – 26 | Web3 Narratives

The Artisan Narrative @artisan_xyz ✍🏻 Author: Daisy Chen, Ezreal Kung 🤔 Analysis & Thoughts Identity first, Apps second: beyond gated Web2 platforms (Read more) Different kinds of risks using restaking for different use cases (Read more) Four reasons why crypto startups fail (Read more) Exploring historical and current yields onchain (Read more) 🌍 Layer 1/2s…

Artisan – #31 Weekly: May 8 – 12 | Web3 Narratives

Artisan – #31 Weekly: May 8 – 12 | Web3 Narratives

The Artisan Narrative @artisan_xyz ✍🏻 Author: Daisy Chen, Ezreal Kung 🤔 Analysis & Thoughts Past traction and future plans of Filecoin (Read more) Data analysis: development of Blend since launch (Read more) Centralized Dapps through tokenized rebates: a modest proposal (Read more) Ethereum ecosystem data after Shanghai upgrade (Read more) 🌍 Layer 1/2s Canto blockchain…

Artisan – #30 Weekly: May 2 – 5 | Web3 Narratives

Artisan – #30 Weekly: May 2 – 5 | Web3 Narratives

The Artisan Narrative @artisan_xyz ✍🏻 Author: Daisy Chen, Ezreal Kung 🤔 Analysis & Thoughts Are underwater ETH stakers a threat? (Read more) Eigenlayer is growing to be an important player in the realm of MEV (Read more) What could tokenised generative AI look like? (Read more) Lens Protocol is positioned to disrupt traditional social media…

Artisan – #29 Weekly: Apr 24 – 28 | Web3 Narratives

Artisan – #29 Weekly: Apr 24 – 28 | Web3 Narratives

The Artisan Narrative @artisan_xyz ✍🏻 Author: Daisy Chen, Ezreal Kung 🤔 Analysis & Thoughts 2023 Q1 developer report (Read more) The differences between Cosmos Stack and OP Stack (Read more) Tokenology: Moving beyond ‘tokenomics’ (Read more) Cypto-native NFT IP: a new era for consumer brands (Read more) Delphi Labs: 3 primary models for DEX price…

Artisan – #28 Weekly: Apr 17 – 21 | Web3 Narratives

Artisan – #28 Weekly: Apr 17 – 21 | Web3 Narratives

The Artisan Narrative @artisan_xyz ✍🏻 Author: Daisy Chen, Ezreal Kung 🤔 Analysis & Thoughts Pantera: Blockchain venture fundraising trends (Read more) The sandwich MEV profit is over $2M in the past two days, why? (Read more) How much of the withdrawn ETH has been re-staked after the Shanghai upgrade? (Read more) The self sustaining flywheel…

Artisan – #27 Weekly: Apr 10 – 17 | Web3 Narratives

Artisan – #27 Weekly: Apr 10 – 17 | Web3 Narratives

The Artisan Narrative @artisan_xyz NFT compression on Solana, How Shanghai upgrade will benefit LSD providers, current DeFi landscape on Solana, the middleware thesis, Arbitrum messy governance proposal…… ✍🏻 Author: Daisy Chen, Ezreal Kung 🤔 Analysis & Thoughts Important takeways from a16z 2023 state of crypto report (Read more) The current landscape and competition strategies of…