"Weekly Editor's Picks" is a "functional" column of Odaily.On the basis of covering a large amount of real-time information every week, a lot of high-quality in-depth analysis content will also be released, but they may be hidden in the information flow and hot news, and pass you by.

Now, come and read with us:

Now, come and read with us:

invest

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invest

A glance at the performance of projects invested by leading venture capital institutions in the industry in 2021

98KDAO conducted a comparative analysis of 14 investment institutions from different dimensions such as project increase, track distribution, and multiple distribution. Institutions that bet on AXS, MATIC, SOL, and AVAX in the early stage have achieved explosive ROI. The top three institutions with the most investment projects (now launched) are a16z, Three Arrows Capital, and Binance Labs. "From the perspective of the classification and comparison of investment projects, most institutions are still most optimistic about the DeFi track, followed by public chains and Web3." This article is for readers who want to understand the top venture capital institutions in the encryption field and their investment preferences/performance It has good reference value.

DeFi

A New Paradigm Shift in Venture Capital: Infinity Funds and Infinity Games

A Brief History of the Curve Empire Chronicles: A Leading Player in Improving Capital EfficiencyMoat or Trojan Horse? Curve War Escalates to Battle of CVXAt the beginning of the month, I recommended reading Rhythm's "

Moat or Trojan Horse? Curve War Escalates to Battle of CVX

The article also talked about the forces vying for control of Curve governance, and the impact of Curve War on the future direction of DeFi (Curve V2, the vigorous development of the ve model, the scene war of stable coins, and the new battlefield of derivatives).

smart contract

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smart contract

Crypto technology house must-see: 2022 Top Ten Smart Contract Development Tools Guide

Color Capital Partner: How to better understand smart contracts and play with Web3.0?

NFT, GameFi and Metaverse

Much more "novice-friendly" than the above article, it mainly teaches how to find and understand (some specific scenarios, such as NFT) smart contracts, and helps users further understand the popularity of the project, the distribution of its ownership and its business capabilities.

NFT, GameFi and Metaverse

The report analyzes global trends, including the correlation between demographics and macro indicators and on-chain indicators, and predicts important trends in the encryption industry in 2022 by analyzing user behavior patterns.

NFT valuation framework CACAU: Discuss the five factors that give NFT value

NFT valuation framework CACAU: Discuss the five factors that give NFT value

Web 3.0

It is too difficult to value NFT. There is no valuation framework and it is difficult to further quantify. "NFT is highly narrative-driven. From intangible to tangible, the value of NFT can be disassembled into five levels: culture, aesthetics, community, utility, and assets.

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In-depth analysis of multi-signature accounts: inventory in the Web3 era

Angle surprises. "The account of the future should be more like an inventory than an identity."

Ethereum accounts provide an implicit trust network model. Anonymity remains one of the key components in ensuring this flexibility. All we need is a technology stack that not only supports a single identity, but also supports a collection of identities that can handle the highly complex background of Web3. The core of multi-signature accounts is to realize composable identities on Web3, which can enable collectives to jointly hold resources. Composable identities believe that identities are related to each other since they are created, and identities provide modular tools for individuals, groups or organizations to express themselves in the technical system. When we think of identity as an inventory holding multiple contexts, we can broadly address diverse use cases in peer-to-peer networks and reimagine who we are.

RSS was defeated because centralized products (especially social networks) are easier to design and provide a better experience, which is easier for users to understand without having to learn complex concepts, and provides a better way to make money for running a business. RSS was once "the paragon of lightweight syndication protocols". But then, the disagreement over the namespace became a disagreement over the nature of RSS.

big company

The unified standard of a centralized company is much simpler than the standard that requires community voting to form a consensus. Consensus is difficult and time-consuming to establish. If there is no unified standard, developers will propose multiple competing standards.

big company

With powerful products, 600 million users, and the king of MAU growth, TG has yet to find a business model. And other messaging apps like WeChat, Line have found creative ways to monetize.

DAO

There is also a part of the article that talks about enterprise management, "competition is an effective way to attract talents", perhaps TG's talent mining will have some inspiration for other "developing" applications.

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Not every business is suitable for setting up a DAO. You can't start until you understand the what, how and why of a project, and whether other people care about those ideas too.

Layer 2

In addition to a sense of community, DAOs require governance and incentives. While the community will build these, you'll need to build scaffolding. The governance and incentive structure will carry your blueprint vision, outline the overall direction of the DAO, and ultimately be the main reason people join. You can imitate and learn from the successful experience of Gitcoin, AAVE, MakerDAO, etc., but also note that Layer 1, social clubs, and investment funds are not suitable for progressive decentralization.

Focus on a very detailed point: Layer2 token model. The conclusion is that the Layer 2 project is not suitable for the POS token model, paid token model or governance token model. More attention should be paid to the scarcity of resources on Rollup. The best token model should fully reflect the value of the block space, and the scarce area Tokenize block space without incurring additional fees for users.

hot spots of the week

hot spots of the weekwalmartIn the past week, the trend of most mainstream currencies has been sluggish, and the price of LOOKS (LooksRare) has broken through new highs; after Microsoft acquired Activision Blizzard, many conjectures have been raised about its layout in Metaverse and NFT;MetawalmartOr will enter the Metaverse and create your own cryptocurrency and NFT;Adidas Originals and PradalamborghiniWill cooperate to launch NFT based on Polygon;a16zlamborghiniTelegramAnnounced that NFT will be launched;Seeking to raise $4.5 billion for its new crypto fund;A global failure occurred;Multichain Vulnerabilitiesofficial tipscentral bank of russiaAffected users cancel the authorization of 6 tokens as soon as possible;central bank of russiaWith "Editor's Picks of the Week" series

With "Editor's Picks of the Week" seriesPortal。

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