Weekend Recommended Reading | Bloomberg Interview with Su Zhu and SBF; In-depth Analysis of Multicoin Capital's Investment Strategy
10 articles to help you review this week's popular industry articles.Organizer: Zeyi, Chain Catcher
Recently, Bloomberg interviewed Su Zhu, the founder of Three Arrows Capital, for an in-depth conversation about his early growth journey and crypto philosophy. Su Zhu believes that the potential of Bitcoin becoming a reserve currency is clearer than ever, and that tribalism and fierce competition within the crypto community are the worst aspects of the industry.
2. “Decentralized Guide for Web3 Builders: Principles, Models, Methods”
Builders of Web3 systems currently face many challenges in launching, managing, and scaling decentralization. However, even if regulatory requirements may change, treating decentralization as a singular design challenge, including technical, economic, and legal frameworks, should provide a strong reference guide to help builders overcome these challenges using new components of Web3 systems.
3. “Messari: Comprehensive Analysis of 11 Parachain Projects in the Polkadot Ecosystem”
On December 17, 2021, Polkadot successfully completed its multi-phase launch and released its first parachain. In this report, Messari will delve into the characteristics of the first 11 parachains of Polkadot, including Acala, Moonbeam, Astar Network, Parallel Finance, Clover Finance, Efinity, and others.
4. “In-Depth Analysis of Multicoin Capital: Eight Methodologies to Become a Contrarian Investor”
For newcomers, the importance of non-consensus may be harder to grasp. Due to the uneven distribution of venture capital, merely having conviction is not enough; you must firmly believe you are right about things that others mock or ignore. Only these opportunities will create enough value misalignment to yield significant returns, as the wisdom that everyone shares will only produce a small amount of Alpha opportunities.
How does Multicoin achieve this? What does it mean to run a truly contrarian investment fund? What factors enable the investment team to reliably find and invest in those "outlier" winners?
How to find the next Solana? In the final part of Multicoin Capital's trilogy, The Generalist explores where Multicoin looks for future fund return projects, investigating emerging themes and groundbreaking startups. Multicoin seems to believe that the best way to achieve growth in cryptocurrency networks is to continue doing what they do best: identifying revolutionary projects early and helping them establish "status."
As the ETH merge officially progresses, Layer 2 and Rollup are gradually becoming prominent in the blockchain industry. At its core, the purpose of Layer 2 is to increase the number of transactions processed per second (TPS) and reduce Gas fees. This article will reveal important details about the dilemmas faced by Layer 1 scaling while ensuring decentralization, as well as significant issues present in typical efficient Layer 2 projects.
On April 4, UK Treasury Economic Minister John Glen delivered a keynote speech during the 2022 Fintech Week at the Innovate Finance Global Summit, stating that the UK government confirms that stablecoins used as a means of payment will be included in payment regulation. At the same time, the UK government is considering legal modifications in various areas such as DAOs and crypto taxation to make the UK the best place in the world to launch and scale crypto companies and to become a global technology center for crypto assets.
This special feature released by Bloomberg details SBF's early experiences in accumulating original capital through arbitrage, while also exploring SBF's altruistic philosophy. In the interview, SBF stated that he plans to donate 99% of his wealth, saying, "We are kind of playing in a kiddie pool right now," and added, "Ideally, I want FTX to be the largest source of financial transactions in the world."
As various crypto products mature, their user base and influence continue to expand. However, a significant issue currently limiting user experience is that users still find it difficult to receive real-time updates on on-chain product dynamics. On-chain information notification service protocols can help users stay informed about on-chain developments. This article will introduce several on-chain information notification service protocols, including Ethereum Push Notification Service (EPNS), Dialect, HAL, Notifi, XMTP, and others.
10. “Leaving Big Tech, All in on WEB3”
Once, entering a big internet company was the ultimate dream for workers. Now, that phase has passed its peak, and in the face of an increasingly severe external environment, the growth of big companies is no longer rapid, making the ceiling of this industry increasingly visible. Those who experienced the Web2 wave and ultimately reached the pinnacle of the internet are now seeking new paths. Many of them are turning their attention to a completely new field: Web3.
