371️⃣° : 7 resources for your crypto second 🧠
A week worth of investment research
Hello and welcome to this new edition of 36⭕️° !
Crafted with ❤️ by Cercle ⭕️ DAO.
Dear Cerclers,
In comparison with our past few newsletters, this week we’re switching one gear down in terms of complexity and game theory.
First and foremost, it’s time for you to have your say about the way this newsletter has evolved, since we last discussed the past & future of Cercle ⭕️ DAO in our Summer Edition.
I’m super grateful to have every single one of you on board, and I’d really like to involve you as much as possible in the development of the ⭕️ brand going forward. Completing the 2 quick polls below will go a long way to help 🙏 :
Of course, you can still use the magic orange button below if you feel like sharing comments or ideas in longer form :
Now, because Halloween is just around the corner, time is running out for me to sort out my vampire bat costume 🎃🦇.
More seriously, I must confess I’ve had very little bandwith this week to put together something on par with that I hope you’ve enjoyed reading recently.
So, I thought we might use this as an additional opportunity instead of a setback, and run a funny experiment. You will find below 7 resources that I have either consumed or produced this past week, as part of a continuous effort to bring a bit of rationality in this space.
One last thing : it turns out I’m not only preparing an Halloween party, but also a roadmap for next year … Everyone has had enough of 2022, and 2023 is just around the corner : subscribe below to avoid missing any future updates !
Res⭕️urce Center : 6 links from a week worth of research
Can Web 3 x AI become a thing ?
A great deep-dive on the Physically Backed Token standard.
The VC business model is ripe for disruption : who’s up for the challenge ?
A little bit more detached from investing - but still useful to understand how the communication strategy of our governments has evolved since the pandemic (for French speakers only 🇫🇷).
A 20VC podcast episode featuring Kyle Harrison, one my favorite sources of inspiration among VC investors at the moment.
The Pomp’s conversation with Tiago Forte about Building a Second Brain :
Bonus - Open Rep⭕️ : an example of smart note taking
For your eyes only, here is an example of how I’m currently trying to combine Tiago’s BASB approach with smart note taking & networked thinking.
In a nutshell : this is a real excerpt from my personal knowledge graph in Mem, that is based on this 🔥 article. The main topic revolves around quantitative approaches to replicating VC-like returns, using liquid investment vehicles (stocks and crypto).
Note the reference to the original article 🔴, a bi-directional link to a new note that I created while I was progressing my reflection 🟢 & the hashtags 🔵 used to categorize this note by type (literature = pure summarization or permanent = advanced summarization & reflection) as well as area of responsibility (RAIL = one of the Cercle labs).
Don’t hesitate to get in touch if you’re also using one of these techniques for your own knowledge management, I’ll be happy to share tips & insights to improve our respective systems !
Equally, don’t hesitate to comment on the observations presented about the global VC landscape : they tie up with a seemingly negative picture that is spread across multiple publications. Does all of this make sense from your point of view ?
It’d be super interesting for people looking to enter this space to confront their perceptions, and discuss potential improvements we could bring at the light of our respective backgrounds and experiences …
Time for a small break ! 36⭕️° will be paused next week : we’ll be back on November 13th for what I hope will be an ever improving experience thanks to your feedback. Take care !
Julien
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⚠️ Disclaimer : the content of this newsletter is for educational & entertainment purpose only. In no situation should it be considered investment, tax or legal advice. The reader is invited to build his/her own opinion about the views expressed, and take appropriate decisions for his/her specific situation or objectives. Cryptocurrency is a highly volatile asset class and the risk of capital loss must never be underestimated : do your own research, and only invest what you can afford to lose.