- Widely shared report by A16Z
- "Where we are on the journey towards a decentralized, community-owned-and-operated alternative to the centralized tech platforms of web2" - would love to know how a16z sees themselves fitting in if that's the way they see the internet going.
- "Markets are seasonal; crypto is no exception"
- Web3 Fairer to creators than Web2 - technically true but the explanation and examples do not - in my view - prove the point "Opensea pays out $4b, Meta pays out $1b" - these are totally different kinds of product, and creator. One is selling investments (most of which go to zero), the other is selling entertainment. True that Meta should be compensating more, not true that Web3 - in the long term - will be structurally fairer for the same product.
- Interesting that Solana has 1/4 the monthly active devs of Ethereum.
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- Guest writer - Gojo - examines on-chain data. 10x-ed portfolio in 2021.
- Betting on avalanche: All metrics very strong
- Platypus: Curve of Avalanche
- Crabada - P2E, paid out >$50m
- Defi Kingdoms
- Luna ("bullish on the decentralized stablecoin narrative and the founder"
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- Enjoyed this. First ILB in a while - Matt's a good guest.
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almost 3 years ago
- Not an article about blockchain or cryptocurrencies, but its central point makes a strong argument in favour of both. While blockchain detractors point out its non-suitability for doing old things better, they miss the new things blockchains can unlock.
- New technologies enable activities that fall into one of two categories:
- 1) Doing things you could already do but can now do better because they are faster, cheaper, easier, higher quality, etc.
- 2) Doing brand new things that you simply couldn’t do before
- "The early electrical grid delivered light better than gas and candles. It took decades before we got an electricity “app store” — a rich ecosystem of appliances that connected to the grid"
- "When evaluating the potential of blockchains, people sometimes focus on things like cheaper and faster global payments" - these are in the "doing old things better" category. They don't consider the crypto-native category, such as "services that are owned and operated by their users", among others.
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