Inception Capital

1️⃣ A TON of Gaming Hype, by @Delphi_Digital https://lnkd.in/eszAWNQC 2️⃣ A matrix for understanding tokenized supply and demand, by @ljin18 https://lnkd.in/eWdtvMm6 3️⃣ On bleeding edge consumer crypto, by @NTmoney https://lnkd.in/euT33EdJ 4️⃣ Write up on general purpose verifiable computation and @NexusLabsHQ, by @veradittakit https://lnkd.in/eBajpUYG 5️⃣ On general-purpose vs. custom Instruction Set Architectures (ISAs) in zkVM, by @lita_xyz https://lnkd.in/eNp7JxrM 6️⃣ Making sense of some niche modular infrastructure, by @knowerofmarkets https://lnkd.in/epccCEHc 7️⃣ Crypto Market Map, by @ElectricCapital https://lnkd.in/eusFGacP 8️⃣ AI scribes, @a16z investment thesis by @omooretweets https://lnkd.in/ehVBaGSE 9️⃣ Telegram: A Faux Narrative or What, by @bryantamagucci https://lnkd.in/eCkB3AGS  🔟 Crypto Half-Year Report 2024, by @BinanceResearch https://lnkd.in/eZJijq6e

1️⃣ Saving billions in perpetual funding with #USDY, by @OndoFinance https://lnkd.in/e5Wwy4wZ 2️⃣ Asynchronous Program Execution (APE) in Solana, by @aeyakovenko https://lnkd.in/eDTTgddz 3️⃣ "AO, a F**King Big Computer," by @0xPrismatic https://lnkd.in/eBnaXqWv 4️⃣ (Chain) Abstraction to adoption, by @bridge__harris https://lnkd.in/eywWeKQe 5️⃣ Is Solana Next? By @GSR_io - On the possibility and impact of a Solana ETF https://lnkd.in/eTv3g6Yn 6️⃣ Prediction Markets: Bottlenecks and the Next Major Unlocks, by @Mikey0x_ https://lnkd.in/eAJsVXTY 7️⃣ Crypto sector analysis Q3 2024, by @Grayscale https://lnkd.in/eCzxBTfq 8️⃣ Regulation Alone Will Not Save Us from Big Tech, by @ilblackdragon https://lnkd.in/eNDjsq8a 9️⃣ Ways to give Ethereum users faster transaction confirmation times, by @VitalikButerin https://lnkd.in/gqaXtGm8 🔟 Coordinating Intelligence, by @WhatTheLJW x @svenwelly https://lnkd.in/e8fGi7tS

How Telegram Messenger is changing the crypto landscape

For your weekend catchup 🧠⚡️ 1️⃣ The Endgame for Stablecoins, by @kankanivishal x @multicoincap https://lnkd.in/gyZKhxFS 2️⃣ Standardized Metrics for Compute Marketplaces (FLOPS, not GPUs), by @Old_Samster x @OSSCapital https://lnkd.in/gMYxzZy3 3️⃣ Web3 Has Given Us the Chance to Own Our Online Data, But Do We Want It? Op-ed by @KhoriWhittaker on @Unchained_pod https://lnkd.in/g3kAfZZE 4️⃣ Crypto Users Are Comparatively Impatient, by @veradittakit https://lnkd.in/g5Sg97s4 5️⃣ A Zero Knowledge Paradigm: Exploring zk-VM Design Trade-offs, by @lita_xyz https://lnkd.in/et3gfxAp 6️⃣ Privacy preserving machine learning (PPML) with TEE and MPC, by @bidhanxyz and Marcos Villagra of @bagel_network https://lnkd.in/g3Zhx4hc 7️⃣ @jamesjho_'s smart take on investing in L2s vs ETH https://lnkd.in/dySkwnxC 8️⃣ 10 Weeks of Journey into vFHE (verifiable Fully Homomorphic Encryption), by @samoyedali Summary: https://lnkd.in/gAVw5vcc 9️⃣ Tokenized Marketplaces: Bootstrapping and Scaling Active vs Passive Supply, by @masonnystrom x @variantfund https://lnkd.in/g_iktUzs 🔟 PRIME: A framework for evaluating RWA projects, by @blockhiro x @_inceptioncap https://lnkd.in/g8CzPbmQ

What will be the next killer app in the RWA space? The RWA space isn't like other crypto sectors. Things get very complicated when linking crypto rails to offchain assets and their established regulatory frameworks. After reviewing dozens of projects in this space, it's clear to me that a lot of practical obstacles must be overcome for massive value to flow in (as in even >1% of stablecoin supply). Setting apart the wheat from the chaff isn't an easy task. I wanted to try to make it easier for you all. In this research, I present a framework for the PRIME scale. The scale is a simple rating tool that yields a weighted average score for any given RWA project based on the following dimensions: + Permissionlessness + Reliability + Integrated utility + Maintenance-minimization + Easy UX To find out how it works, and try it out for yourself, check out the full article linked below. https://lnkd.in/gQHj46yN

For your weekend catchup 🧠⚡️ 1️⃣ Private stablecoins will be the bedrock of on-chain commerce, by @matthewniemerg & Christian Walker on Blockworks https://lnkd.in/eqer3Uex 2️⃣ Blockchains as sovereign communities, by @musalbas https://lnkd.in/eQmpZkjz 3️⃣ What is a zkVM? By @lita_xyz https://lnkd.in/eGK_TfYS 4️⃣ Crypto Myopia and the Endgame for Airdrops, by @0xallyzach and @stephensonmatt of Pantera Capital https://lnkd.in/e3VDSG5u 5️⃣ Scaling Bitcoin, by Binance Research https://lnkd.in/e2z7ucG8 6️⃣ Layer 2s as cultural extensions of Ethereum, by @VitalikButerin https://lnkd.in/g-KTUHXB 7️⃣ Chapter Two of Bitcoin, by @dotcuriouscat of Portal Ventures https://lnkd.in/eYtBaBHN Updates and learnings since this report: https://portal.vc/bitcoin 8️⃣ Real World Assets - All assets will move on-chain, by @alpha_pls and @tradetheflow_ https://lnkd.in/e35F9cSn 9️⃣ @redphonecrypto On memecoin "attentionomics" https://lnkd.in/eZRZP5Us 🔟 The hot Ethereum vs. Solana debate between @Ethereum Researcher @drakefjustin and @Solana Co-Founder @aeyakovenko on Bankless https://lnkd.in/eMynDGus

TON's MC has 10x'ed since last year - here's why

There’s been a lot of hot discussion around Vitalik Buterin et al.’s EIP-7702. What’s it all about? https://lnkd.in/eefb3_zR

We’re thrilled to announce our investment in Unisat's pre-series A round! UniSat is building the go-to platform for Bitcoin inscriptions and Runes. The platform and wallet, an open-source browser extension, are designed specifically for the Bitcoin ecosystem, facilitating the management of Bitcoin-based assets like Ordinals, BRC20, and Runes. More on why we invested: https://lnkd.in/g5asJnih

ᴡᴇᴇᴋ 18-19 2024: Curated content for your weekend catchup ⚡️ 1. Is it time to move beyond Solidity? https://lnkd.in/em_XfXxB 2. Jeremy Allaire on stablecoin projections: https://lnkd.in/eYBM24QE 3. Blackrock x EWT: https://lnkd.in/emfSF5gN 4. AO, the computer x Jason Choi (Blockcrunch Podcast): https://lnkd.in/eEPTkhYx 5. The dawn of Bitcoin programmability by Multicoin Capital https://lnkd.in/e2ERrNi2 6. Heroglyphs whitepaper https://lnkd.in/e-3mmavD 7. CoinDesk analyzing recent claims by Visa on "organic" vs "inorganic" stablecoin volumes https://lnkd.in/eX38RXij 8. Aggregation, Settlement, Execution by Founders Fund https://lnkd.in/etFRQeCc 9. Vitalik proposing EIP-7702 https://lnkd.in/eYdF8mzW 10. Unpacking RWAs by Hiroki Kotabe https://lnkd.in/exjMfSSA