top of page

Writing | 文献

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

English: link

Dec 5th, 2021 | Tweets

Thoughts around Digital Organizations

English: link

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

Readers should not construe the contents of the materials as legal, tax, investment or other advice. The authors are not compensated by any parties. We cannot guarantee the accuracy of information within the materials. All opinions are the authors' and do not serve as endorsement to any projects mentioned. By viewing the materials above, you agree to the disclaimer

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

FV full.PNG
Chinese name New.PNG
bottom of page