Writing | 文献
Sep 10th, 2024 | Podcast
Scenius Studio (Episode #48): Folius - Jason Kam
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Sep 2nd, 2024 | Podcast
穿越牛熊：一级VC揭秘投资背后的智慧
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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.
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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
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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.
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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
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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
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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
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Nov 6th, 2023 | Tweets
日本BCG生态观察 - IP / 产品 / 营销 / 需求
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Oct 28th, 2023 | Podcast
Empire: How to Position for a New Crypto Bull Market | Ben Forman and Jason Kam
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Oct 17th, 2023 | Tweets
MyShell.ai - Web3 AI chat bot that evolves beyond customizable personal assistants
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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
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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
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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
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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
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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
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Jun 15th, 2023 | Tweets
Sparkle - the Web3 enabled chameleon taking a page out of Habitica / Dress-Up games, leading w/ Astrology
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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
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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.
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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。
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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
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Feb 21th, 2023 | Tweets
Chaos Labs - holistic Web3 simulation tool for historical & hypothetical settings
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Jan 23rd, 2023 | Article
沙盒，模拟游戏，和全链上游戏引擎
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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
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Oct 10th, 2022 | Press
对话 Folius Ventures 创始人：聊聊 Web3 那些事儿 | 7upDAO 海归公会
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Oct 2nd, 2022 | Tweets
OneKey - holistic hardware + software solution for Web3 security
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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
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July 28th, 2022 | Tweets
Mighty Bear Games - weaving 3rd-person arena battler and Web3
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July 18th, 2022 | Tweets
Shil.me - an attempt at web3-native wix.com-equivalent starting with NFT display
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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
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June 10th, 2022 | Tweets
Tatsumeeko - the "lighter" Web3 MMORPG where deeper social experience beyond discord could translate to a more stable economy
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Mar 13th, 2022 | Tweets
The progression of EthSign and musings on PMF / Web3 B2C stack
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Mar 10th, 2022 | Tweets
Thoughts around Socket and Cross-chain bridge / aggregation
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Feb 26th, 2022 | Tweets
Thoughts around Cradles and additional sinks to Web3 gaming
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Feb 22nd, 2022 | Tweets
Thoughts around Jambo and We3 in Africa
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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？
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Feb 2nd, 2022 | Podcast
Blockcrunch: What's Next? 4 Crypto Mega Trends in 2022 - Jason Kam, Folius Ventures, Ep. 183
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Jan 31st, 2022 | Podcast
Empire: Inside China’s Crypto Scene | Jason Kam
English: link
Jan 26th, 2022 | Tweets
Thoughts around Web3 login
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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
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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
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Nov 13th, 2021 | Tweets
Thoughts around rct.ai
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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
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Aug 19th, 2021 | Tweets
The public unveil of Folius Ventures
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Aug 19th, 2021 | Press
ParaFi, Dragonfly back new investment venture aimed at Web3 and APAC
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Jul 24th, 2021 | Podcast
51% by Mable Jiang: 一场放飞自我的治理讨论
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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
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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」
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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
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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。
