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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…
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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…
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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…