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There are always people who dig deep into Web3 and follow 100+ Kols to find opportunities

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It is not easy to learn to ask questions with keywords and build an independent cognitive system in the complex information.

原文标题：《总有人深耕 Web3，跟随 100+KOL 发现机遇》

原文来源： 0xpine，DeepQuant Group

I get a lot of questions from people both inside and outside the community about how to learn Web3. It's no use signing up for relevant courses!

I have always believed that "Google" is the best teacher, that is, believe in "white prostitutes". Don't think that white prostitutes are easy. It is not easy to resist so many algorithm recommendations. In the complex information, it is really not easy to learn to ask questions with keywords and build an independent cognitive system.

The typical feature of Web2 is the information Internet. The high-speed flow of information enables more ordinary people to open up new horizons, which is a great change in the world in the past 30 years.

The value of open source information

When I started working in the investment industry, I began to understand that the most important thing to do in industry research is to learn to copy homework and calibrate the bullseye. The best way to do this is to keep up with the smartest people in the industry. In the end, I chose the Global Technology track because many great practitioners will write blogs and realize that openness is a culture, especially overseas.

2017 is known as the "first year of global blockchain". I began to sort out high-quality industry information sources, covering well-known institution blogs, Medium, Substack and other channels, covering investment researchers, entrepreneurs, product managers, developers and other perspectives. While following the "homework copy", I also keep practicing and verifying, so as to calibrate the cognitive system of investment research.

This method proved effective. I have shared my bookmarks with colleagues and most of them have grown. When a master enters the door, his cultivation depends on himself. He masters the methodology and channels, and he is more capable of independent thinking than watching the news every day. But for the average person, there is too much bookmarking and a lack of classified tags. Fortunately, Mirror is a pioneer product.

Continued popularity of Web3 applications

If you ask practitioners, what are the most popular Web3 products? I believe 80% of people will recommend Mirror, a tool for creating on-chain content. Content can generate NFT for readers to participate in auction, crowdfunding, etc., which truly meets the standard of Web3 "read, write, own".

Mirror has been online since 2021 and currently maintains 2 million + monthly lives, which is still nice in the Web3 field. Although it is not as popular as Stepn, it is not easy to maintain the steady growth of users in the case of no token incentive and in the crypto bear market, which verifies the intrinsic value of the product.

There are many pioneers in Mirror. I first adopted Mirror from the famous investor "Linda Xie". Linda Xie is a former Coinbase product manager who has been preaching since 2017.

There are many other new KOls, such as this BTCdayu, who I noticed on November 4th, 2021, because he wrote an analysis of FTX. Unlike other big Twitter calls, his article is very logical. Five days later, FTX dodged a bullet with its collapse.

Of course, Mirror also has shortcomings, such as writing, typesetting, subscription, etc., before even did not subscribe, can only save the author's home page in the browser bookmark, now support mailbox subscription, efficiency is not high. According to Mirror's official statement, they hope to leave this part to the ecosystem to complete, the current better Mirror content aggregation tools are DeepGo and Bress.

Which authors are worth following?

Time is precious, weak water three thousand, only take a ladle drink. For organizations and individuals alike, I have developed the following criteria:

Have insight, not just traffic.

Unity of knowledge and practice, regardless of the bull and bear continue to build.

Based on the above criteria, here is my recommended Web3 "Compass".

1. Investment institutions

AVC

The author is Fred Wilson, co-founder of the world's top VC venture capital firm USV. He is best known for his blogging site, where he offers many industry theories and insights, and later has a column in the Mirror.

Old Fashion Research

The middle and senior management of Biannce Labs came out with a newly created fund, which pays great attention to brand building, has high content quality, and has good output on FTX events. The key is to update diligently.

Richard Wang

He has been investing in blockchain cryptography since 2016. He recently published a new book, Reading Web3.0, which is updated regularly on Mirorr and is worth learning.

WAGMi Ventures

The background is not very familiar with a Chinese investment institution, but the content quality is excellent, worthy of attention.

2. Research organization

Snap finger research institute

As a solid organization of DAO investment research in Chinese, there are many original insights on SocialFi, DAO, NFT, curatorial market and other frontier fields.

SeeDAO

The relatively well-known Chinese DAO, founded by some encryption OG, is mainly the translation of high-quality overseas content, and it makes the feeling of chain news in the way of DAO.

Buidler DAO

DAO, a new show this year, has more activity content and good quality. It is very good for publicity.

3. Media community

Deep tide

It is recommended that a deep media, compared with other media focused on the quantity of content, update speed, deep tide more focused on the quality of content.

Orange Book

I have been paying attention to the information source from DeFi Summer. Li Yang and others are very pioneering, and the topic is very interesting. Although they are in the field of science and technology, they also understand Web3 from the philosophical, historical and other aspects.

Seer Labs

Taking the community through a variety of airdrop interactions, the article is practical, cutting-edge and comprehensive.

4. Project Party

NFTGo.io research

NFTGo is a very comprehensive website of NFT data. Research reports have profound insights about NFT, and data interpretation is very valuable.

Dr. DODO is Researching

DODO is a Top5 DEX, and it is worth learning, especially in market makers, aggregators and other fields involving the secondary market.

Footprint Analytics

Dune Analytics, a less well-known competitor to Dune Analytics, takes advantage of the data analytics platform, and original reporting is well worth researching.

5. KOL

Linda Xie

The founding partner of Scalar Capital, who has written over a dozen excellent beginner guides to Bitcoin in 2017, currently focuses on DAO, SocialFi, etc.

Blue Fox Notes

From 2017 on the high quality output teacher Blue Fox, a lot of tracks, projects have a systematic thinking, recently opened the Mirror, as if the public number is not updated, the former public number articles not only good quality, and many fans.

malatang

Very experienced Chinese practitioner with Web3 environment introduction in Singapore, Thailand, Hong Kong etc.

zorro

The distinctive Web3 daily newspaper often selects and organizes high-quality content into a daily newspaper, which is not difficult, but the key lies in the cognitive ability and self-drive self-discipline.

Bitcoin orange

On the market interpretation, continued attention to the Federal Reserve monetary policy, broaden the information surface.

...

There are many other Web3 pioneer organizations and people, and I won't list them all here. If you are interested, browse deepgo.io and follow along with the recommended "Compass".

summarize

Five years in the industry, increasingly feel that Web3 is not the subversion of Web2, but a "patch" action, the two sides in the competition of integration and upgrade. Web2 is more focused on "transaction efficiency" and Web3 is more focused on "value determination", so you will see that in Web2 business, traffic, GMV (total revenue) and so on are more important, while in Web3 world, information quality, loyalty and so on May be more critical.

When you understand the essence, you will not feel that Web3 is just a tuyere, but needs to be cultivated for a long time. During DeepGo's product iterations, we were also thinking, how do we make Web3 accessible to ordinary people? And benefit from the Internet of value? How to build a benign information curation market? How to better build Web3 social relationships?

In building new forms of business, it may be necessary to break the mindset. In the past design of Web2 social products, the relationship chain is built first, then the content exchange, and finally the formation of community. However, in Web3 social products, due to decentralization, there should be a content scene first, then build a community organization, and finally form a social graph. The iterative path of the product is critical.

Always remember that in Web3, the conceptual narrative is not important, it's about product value and iterative strategy, which I learned from the Web3 pioneers. There is no end to innovation, and in bull and bear cycles, there are plenty of speculators who come in and go out, but there will always be those who stay deep in Web3, and the long-termers will be the real winners.