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Writing | 文献

Sep 10th, 2024 | Podcast

Scenius Studio (Episode #48): Folius - Jason Kam

English: link

Sep 2nd, 2024 | Podcast

穿越牛熊:一级VC揭秘投资背后的智慧

中文: link

Jun 27th, 2024 |  Research 

The race to become the de-facto Steam / Animoca on $TON starts now, and we like Catizen as the current frontrunner.

English: link

Apr 28th, 2024 | Tweets

$MYTH - rerating to gaming L1/L2 peers = 3-5x upside. SOTP suggests upside from big-TAM Mobile Party Game, 1P/3P ramp across US, solid marketplace infra, and "fastest horse on DOT" narrative

English: link

Mar 15th, 2024 |  Research 

开发者专题:沉舟侧畔千帆过,病树前头万木春。当华人开发者红利涌过Web3的窄门,普世应用的崛起即将迎来春暖花开

Chinese Developer Report: when 30 years of engineering talent surplus meets the nearly-ready Web3 infra – the inflection point of APAC “Fat Applications” may soon be upon us.

中文: link

English: link

Feb 25th, 2024 | Tweets

Vertex有良好的基本面并在长期以来被市场低估。随着Uniswap Fee Switch作为催化剂,以及团队最新推出的跨链流动性层Edge,我们认为Vertex在近1-2个月内会快速开始价格发现

中文: link

 

Jan 7th, 2024| Tweets

$GMT - GasHero launch set to reverse adverse emission dynamics driving meaningful upside via growth flywheel

English: link

Dec 26th, 2023 | Tweets

Sleepless AI - Virtual Companion at a crossrood where experience can go exponential with AI + Web3 components

Sleepless AI - 当女性向二次元游戏遇上AI和Web3,品类天花板有机会被打开

English: link

中文: link

Nov 23rd, 2023 |  Research 

Matr1x – where Tactical Mobile FPS meets crypto’s recursive growth playbook and a proven cosmetics business model. Get Fired up about giving Web3 gaming another shot

English: link

Nov 6th, 2023 | Tweets

日本BCG生态观察 - IP / 产品 / 营销 / 需求

中文: link

Oct 28th, 2023 | Podcast

Empire: How to Position for a New Crypto Bull Market | Ben Forman and Jason Kam

English: link

Oct 17th, 2023 | Tweets

MyShell.ai - Web3 AI chat bot that evolves beyond customizable personal assistants

English: link

Oct 7th, 2023 | Podcast

争议中的 friend.tech :非典型投资人 Jason 眼中的典型 Web 3 产品 E20

中文: link

Sep 21st, 2023 |  Research 

游戏专题:寻找web3游戏的北极星之旅 - 穿越流动性枯竭的漩涡,识别创业竞争格局和潜在的新机遇

​中文:link

Sep 12th, 2023 | Podcast

Folius Ventures – Analyzing BLUR, MKR, and friend.tech with Jason Kam | Fundamentals ep.70

English: link

Sep 11th, 2023 |  Research 

短篇:有朋自Web3来,不亦乐乎。在社交与加密混沌交界处, Friend.Tech吹响了一曲集结号

​中文:link

Sep 3rd, 2023 |  Article 

由藏宝阁引发的关于游戏Marketplace, 资产价值衡量维度,“元经济交互”,和AI游戏的思考

​中文:link

Aug 1st, 2023 | Tweets

ChinaJoy觥筹交错之间,我们的两大疑问:内容是怎么找上Web3的?目前web3的环境和开发者怎么样?

中文: link

Jul 23rd, 2023 | Tweets

GDC后,横向对比西方创业者,试论述亚太创业者在Web3方面的先天优势

中文: link

Jul 9th, 2023 | Tweets

上海春节后的五个月,一些关于Web3创业现状的感悟

中文: link

Jun 15th, 2023 | Tweets

Sparkle - the Web3 enabled chameleon taking a page out of Habitica / Dress-Up games, leading w/ Astrology

English: link

May 31st, 2023 | Tweets

DeGame - 以游戏和游戏化App为核心,细化经济规模分析和新用户获取任务的垂直流量平台

中文: link

Mar 30th, 2023 | Tweets

The continuous inspiration of Nintendo re: in-game item design

English: link

Mar 2nd, 2023 | Tweets

Huma Finance - Curate and standardize on + off-chain income and credit-related data flow for better credit decision-making for lenders.

English: link

Feb 24th, 2023 |  Research 

To sail beyond the liquidity sunset of taxation-based Web3 games: with a new nautical chart on gameplay, resource, and economic-relations design.

游戏专题:以玩法框架、资产设计、和生产关系作舟,驶出Web3抽税制游戏的流动性围城。

English: link

​中文:link

Feb 21th, 2023 | Tweets

Kaito.ai - doing small-cap research via this AlphaSense like tool is no longer a pain...with more AI-enabled features to come

English: link

Feb 21th, 2023 | Tweets

Chaos Labs - holistic Web3 simulation tool for historical & hypothetical settings

English: link

Jan 23rd, 2023 |  Article 

沙盒,模拟游戏,和全链上游戏引擎

​中文:link

Nov 27th, 2022 | Press

China’s tech talent rides global Web3 wave despite crypto ban, turns to Singapore and Hong Kong for next big push

English: link

Oct 10th, 2022 | Press

对话 Folius Ventures 创始人:聊聊 Web3 那些事儿 | 7upDAO 海归公会

中文: link

Oct 2nd, 2022 | Tweets

OneKey - holistic hardware + software solution for Web3 security

English: link

Aug 5th, 2022 | Press

对话 Folius Ventures 创始人:Web3 新机会在 B2C,亚太创业者有很大优势

中文: link

July 28th, 2022 | Tweets

Mighty Bear Games - weaving 3rd-person arena battler and Web3

English: link

July 18th, 2022 | Tweets

Shil.me - an attempt at web3-native wix.com-equivalent starting with NFT display

English: link

Jul 14th, 2022 | Podcast

HODLong 后浪 by Mable Jiang

Ep.6 [CN]: Jason: Folius Ventures 回顾来时与展望未来 / Folius Ventures reviewing its path along and looking forward to the prospect

中文:link

June 23rd, 2022 | Tweets

Vibe Bio - Web3-native spec-pharma targeting rare diseases via patient/community funding, trials, and gtm

English: link

June 10th, 2022 | Tweets

Tatsumeeko - the "lighter" Web3 MMORPG where deeper social experience beyond discord could translate to a more stable economy

English: link

Mar 13th, 2022 | Tweets

The progression of EthSign and musings on PMF / Web3 B2C stack

English: link


 

Mar 10th, 2022 | Tweets

Thoughts around Socket and Cross-chain bridge / aggregation

English: link

Feb 26th, 2022 | Tweets

Thoughts around Cradles and additional sinks to Web3 gaming

English: link

Feb 22nd, 2022 | Tweets

Thoughts around Jambo and We3 in Africa

English: link

Feb 8th, 2022 |  Research 

Gaming and its coming Web3 emancipation : 10 ideas on how to develop a robust Play-to-Earn economy that is empowered by property rights, income distribution, and capital mobility.

游戏专题:建国大业 – 从奴隶制走向独立。在拥有物权,人权,及资本进出自由权的游戏生态中,P2E设计将何去何从?

English: link

​中文:link

Feb 2nd, 2022 | Podcast

Blockcrunch: What's Next? 4 Crypto Mega Trends in 2022 - Jason Kam, Folius Ventures, Ep. 183

English: link

 

Jan 31st, 2022 | Podcast

Empire: Inside China’s Crypto Scene | Jason Kam

English: link

Jan 26th, 2022 | Tweets

Thoughts around Web3 login

English: link

Jan 21st, 2022 | Podcast

51% by Mable Jiang: Move2Earn 应用 STEPN 的爆款之路

中文:link

Jan 20th, 2022 | Tweets

Thoughts around STEPN

English: link

Dec 28th, 2021 | Tweets

Thoughts around Web2.5 and Sportium

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Dec 5th, 2021 | Tweets

Thoughts around Digital Organizations

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Dec 2nd, 2021 | Tweets

Thoughts around Lemma

English: link

Nov 13th, 2021 | Tweets

Thoughts around rct.ai

English: link

 

Aug 25th, 2021 |  Research 

Web3 thematic: we are now past 0 to 1, 1 to N is next.

Web3专题: 身处从1到N前夜,展望Web3.0未来

English: link

​中文:link

Aug 19th, 2021 | Tweets

The public unveil of Folius Ventures

English: link

Aug 19th, 2021 | Press

ParaFi, Dragonfly back new investment venture aimed at Web3 and APAC

English: link

Jul 24th, 2021 | Podcast

51% by Mable Jiang: 一场放飞自我的治理讨论

中文:link

Mar 24th, 2021 | Podcast

51% by Mable Jiang: 价值网络与Web 3.0的新范式 

中文:link

Feb 2nd, 2021 | Podcast

Delphi Podcast: The Emerging “Valuenet” with mapleleafcap

English: link

Jan 2nd, 2021 | Podcast

Crypto Unstacked: Deep Dive: Maple Leaf Capital | Web 3, DeFi, and 2021 Predictions

English: link

Dec 16th, 2020 |  Research 

Web3 thematic: The emerging valuenet and “Wallstreet API”

Web3专题: 萌芽中的价值网络和华尔街「接口」

English: link

中文:link

July 4th, 2020 |  Research 

An outsider’s basic framework on ETH + #DeFi value chain

一个局外人对于「ETH + # DeFi 价值链」的基本思维框架

English: link

中文:link

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读者不应将文献内容解释为法律、税务、投资或其他建议。一叶创投没有得到任何一方报酬。我们无法保证本演示文稿中信息的准确性。所有的意见皆为个人所有且带有主观性, 也不能作为对任何提及项目的背书。在参照上述文献前,您已同意了下述免责声明

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