Writing | 文献
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。
