Brain Food in Crypto & Venture
Brain Food in Crypto & Venture
Running repository of some of the best reads since 2022 by topic
Mental Models & Big Think
“The battle between every startup and the incumbent comes down to whether the startup gets distribution before the incumbent gets innovation” – Alex Rampell
Society's Technical Debt and Software's Gutenberg Moment
Schumpeter’s Theory of “Creative Destruction” & Innovation Cycles
Aggregation Theory by Stratechery
The effect of programmatic advertising on web page performance by Stratechery
Conservation of Attractive Profit by Clayton Christensen
The Carlota Perez Framework: Installation vs. Deployment Period
The Deployment Age (great writeup on Perez’s theory)
Mystery of Capital by Hernando de Soto: a book from over 10 years ago that has nothing but also everything to do with crypto. The reason Western society succeeded to date is because of the mature structure around “Ownership”
Revival of BTC ECO
BTC Utility Q3 of 2023 by Sora Ventures
Bitcoin Development Philosophy (book)
BTC L2s vs ETH L2s
Classifying BTC L2s by hackmd
The complete guide to BTC L2s by Blockcrunch
Bitcoin L2 Overview by Coin Bureau
Web3 Primers/Industry Report
Electric Capital Dev Report 2023 & Dashboard for Data
Binance Research Industry Report 2022
Digital Outlook 2023 by The Block
Comparing L1 Platforms by The Block
Full Homomorphic Encryption (FHE)
Library on Github
FHE Primer by Portal.VC
Resource list by FHE.Org
Business Applications of FHE
MEV
MEV Dashboards & Metrics
Dune analytics dashboard digest with tons of dashboards
https://mevboost.pics/
https://dashboard.flashbots.net/
https://explore.flashbots.net/
https://www.mevboost.org/
Order Flow and Centralization by Flashbots
MEV on Solana by Umbra Research
Unpacking ERC-4337 by Frontier.Tech
Ethereum’s Hidden Tax: Maximal Extractable Value (MEV) by Treehouse (great primer)
Flashbot SUAVE - the Single Unifying Auction for Value Expression by Flashbot
Order Flows: Kingmaker of the Block Builders by NOXX
Decentralizing Builder by Jon Charbonneau
Modular MEV by Rain&Coffee
Implementing Ethereum trading front-runs on the Bancor exchange in Python by Ivan Bogatyy
MEV-resistant ZK-Rollups with Practical VDE (PVDE)
Primer of MEV & Flashbot & Repository by Babylonians
Cross-Domain MEV Paper & TLDR-ed here by Rafael Belchior
Proposer/Builder Separation (PBS)
Galaxy Research on MEV Part One & Part Two
What is MEV by Eth Foundation
MEV Driven Centralization in Ethereum: Part 2 by Simon Brown
MEV proof of stake by Blocknative
SUAVE Chain by Jiwei from IOSG
Toxic Order Flow by Mekatech
Cryptographic Approaches to Complete Mempool Privacy by Flashbots (great technical read on different ways to encrypt mempool)
Decentralizing Builder Role & Twitter Thread Flashbots MEV Boost by Jon Charbonneau
Flashbots Community Discussion Forum
Cross-Chain Order Flow Auctions by Alana Levin (Variant)
We Live In A Mempool: Backrunning the MEV Crisis by Tom Schmidt (Dragonfly)
Ethereum’s Hidden Tax: Maximal Extractable Value (MEV) by Treehouse.Finance (a pretty comprehensive overview)
Cross-chain MEV by Blocknative
MEV research & supply chain by the TIE
Great 3-part series on MEV by 0XShitTrader
Web2 Learnings that are Super Relevant to Web3
A thread to understand marketplace business model by Ethan Mollick
Network Effect by A16z
Fundraising Tips/Resources
Best Fundraise Advice by Paul Graham
12 Slides for your Pitch Deck by Saba Karim
Four Types of Cost of Capital for Startups by A16z
It only takes 5 minutes to know if a start-up has a high probability of success or not.
Web3 VC Database by Cody Garrison on Notion
Crypto Web3 Startup Ideas by AllianceDAO
On Tokenomics & Token Design
Compilation of Resources on Tokenomics (this is golden!)
VCs (Still) Don’t Understand What They’re Buying by Sam Peurifoy from Hivemind Capital
Tokenomics Fundamental by Token Terminal
Mechanism Institute compilation of mechanism designs
Controversial discussion about Burn-Mint Equilibrium by Amr
Introduction to Tokenomics by Crypto Zach from Borderless Capital
Faucets and Sinks for Games
Repository of Tokenomics & DAO Learnings by Coinvest
A New Model for Token Distribution by Multicoin
Modular Blockchain Protocol by RainandCoffee Substack
Layered Structure of Blockchain Architecture
Tokenomics Thoughts by Onchain Wizard
Web3 Company Evaluation Framework
Fat Protocol Youtube from 2018 but still relevant
Fat Protocol Thesis
Cracks in the Fat Protocol Theory, and its effect on crypto portfolio construction by Chia Jeng Yang
Original Fat Protocol Thesis by Union Square Venture
Framework to Evaluate L1s by Jump
Messari Parameters & Definitions
NFT valuations framework by @Jake_zheng_0305
Filecoin Key Stats & Articles
Dashboards & Metrics
Max Supply, Mined, Burned, Locked: Filecoin Network Health on Starboard
Storage Provider Return Calculator
Filecoin Circulating Supply Simulation based on Usage
Protocol Rev from Token Terminal
Startups in the Filecoin/Protocol Labs Ecosystem
Filecoin Retrieval Market Website
Compute over Data Working Group (Startups working on decentralized compute including Bacalhau)
Why need decentralized infra: 62% nodes are run on AWS
Modular Thesis
Intro to modular blockchain by Polynya
Hitchhiker’s Guide to Rollups-as-a-Service by Oxjim
AVAX dev doc to explain subnet
A Comparison of Heterogenous Blockchain Network
Application-Specific Blockchains: The Past, Present, and Future
The Suit Thesis by Lachlan Breakey
How SUI is Different from Other Blockchains
Move Language by Paul Chen
EVM compatible vs. equivalent by MetisDAO
ZK-EVM: Equivalence vs. Compatible by Vitalik
EVM Equivalence v.s. EVM Compatibility by @adlrocha (lots of great articles in this substack)
Blockchain Infra
Measuring Blockchain Performance by Paradign
Blockchain Middleware by Protocol Labs researcher Alfonso de la Rocha
Layered structure of the blockchain architecture by Packtpub
SoK: A Stratified Approach to Blockchain Decentralization (Pretty technical)
Beginner's Guide to Understand Layers of Blockchain Technology by CoinTelegraph
Decentralized Storage Thread by Hunter Lampson
Alfonso de la Rocha medium - slew of great articles
The Architecture of Web3 (a good primer)
Modular Blockchain by Volt Capital
DAG vs. Blockchain Model by Cointelegram & DAG vs. Blockchain by Max Thake
The Myth of Infra Phase by Union Square Venture
Ultimate Web3 Guide for Crypto Curious by Rohan Gupta
Proof of History - What is it good for?
Onchain Storage Cost Calculation
Encryption in Decentralized P2P Network
Jump Crypto Research (good technical primers & research)
My 34-page Primary Research on Decentralized Storage (shameless plug)
Ethereum/EVM
Eth, the Triple-point Asset by Bankless
Account Abstraction and Why it Matters by Argent
EVM Compatible vs. Equivalence
Events vs. Log by Consensys (Fundamentals)
Primer of Nodes vs. Clients (Fundamentals)
Ethereum as a Generational Investment
Eth Use Cases Vitalik is Excited About
NFT/Consumer/Entertainment
Web3’s Wallet Opportunity by Amanda Young from Collab & Currency
Crypto Gaming Thesis by Arab from Collab & Currency
Can Web3 Really Revolutionize Music Royalties by Paul Chodirker
Metaverse Market Map by Jon Radoff
NFT Use Cases by Marc Baumann (super short linkedin post but to the point)
Interoperability & Bridging
A Visual Guide to Blockchain Bridge Security by John Abraham
AI
Intro to LLM by Omega Venture Partners
What are LLM used for by Nvidia
DAO
Optimal Autonomous Organizations (great exhaustive piece on DAO)
Less than 1% of token holders have 90%+ voting power by Cointelegraph
Types of DAO Voting by LimeChain
Defi
Measuring the impact of hidden DEX costs by 0X
Is Defi Dead by Spartan Labs & CoinMarketCap