Anthony DeRosa

web3

(some resource items referenced from the excellent FAQ by JumpCrypto on GitHub, also tons more resources here from @OxShual)

Foundational Concepts

The “Why”

The “How”

Blockchain

Bitcoin

Ethereum

DeFi

Stablecoins

Bridges

DAOs

NFT

AMMs

Additional Foundational Concepts

Exchanges

Tools and Analytics

Coin info

Price, official websites, stats, volume by venue, etc:

Charting

Charting for CEXes

Charting for coins only on DEXes

  • Dex.guru – charting for Eth and BSC coins
  • Poocoin – charting for BSC, Matic, and KCC coins
  • Dextools – for BSC, Matic, and KCC coins

CEX order book data

  • Okitoki – side-by-side viewer of multiple order books

Address/token info

On-chain analytics

  • Dune Analytics
    • analytics platform for Ethereum, featuring various datasets built from processing blockchain data
  • Glassnode
    • on-chain analytics platform, featuring various datasets built from processing blockchain data
  • Nansen
    • wallet analytics (coin movements, large holders, big transactions, etc) for Ethereum. Also some NFT tools.
  • ETH Gas.watch
    • stats on historical/current Eth gas prices

Macro analytics

  • The Block
    • various timeseries graphs showing state of network utilization, volume, DeFi protocol utilization, marketshare by venue, etc.

VC Activity

Ethereum (L1)

Rollups

Bitcoin (L1)

Avalanche (L1)

  • Uses AVAX token
  • Uses proprietary Avalanche Consensus Model, which follows “Proof of Stake” pretty closely.
  • 4,500 transactions/sec per subnet (compared to 7/sec with btc and 15/sec with etc)
  • One primary network with 3 blockchains: x-chain, c-chain, p-chain
  • Each subnet can have it’s own proof method and it’s own virtual machine. They can each use public or private blockchains. Each blockchain can have their own rules.
  • Snowman protocol: linearized version used on the lightning network
  • Max cap of 720 million coins, 20% were given to the team and founders
  • VIDEO: What is Avalanche?

Binance Smart Chain (L1)

Ecosystem

Smart contract programming

Tendermind / Cosmos (L1)

Polkadot (L1)

Ecosystem

Solana (L1)

Ecosystem

Serum

Polygon (L1?)

  • Ethereum with cheaper gas fees
  • Uses MATIC coin
  • Uses “Proof of Stake”
  • Layer-2 Scaling Solution
  • 65,000 TPS (transactions per second)
  • VIDEO: What is Polygon?
  • Runs a EVM (Ethereum Virtual Machine) blockchain
  • matic.supply
  • Polygon PoS Chain (Finematics, Apr 2021)
  • Polygon: L2 or not L2? (June 2021) – a brief summary of the behavior of Polygon as a sidechain, plus some discussion of the Polygon SDK for building new blockchains.

Ecosystem

Terra (L1)

  • Ecosystem of many different things and has many uses, but the main use case is in payment processing and in their stablecoins.
  • Uses “Proof of Stake”
  • Focuses on mass payment processing system
  • Terra is an algorithmic stablecoin.
  • Native network coin is called Luna, and a stablecoin called UST
    • Luna is used to maintain the stable value of Terra
  • As more people buy UST, the price of Luna rises
  • VIDEO: What is Terra?

Protocol

Ecosystem

A few specific Terra dApps

  • Anchor – lending protocol offering high yields; see this thread for an insightful explanation
  • Mirror – mirror real-world assets (e.g. $mAAPL) on Terra and Ethereum / BSC via Shuttle. note: currently under investigation by the SEC
  • Nebula – a protocol for “ETFs”, where the target asset mix is dynamically changing via smart contracts (there are incentives to make actual asset mix = target). Do Kwon asserts a fascinating hypothesis: young investors want to make bets, not passively invest.

Cardano

  • Created by Charles Hoskinson, co-creator of Ethereum
  • Uses “Proof of Stake”
  • Uses “epochs” as slot leaders to scale proof of stake, a process called ouroboros
  • Easily bridge other cryptocurrencies with Cardano using KMZ side chain protocol
  • ADA is the Cardano crypto coin, named after the first computer programmer Ada Lovelace
  • Hoskinson wanted to make Ethereum a for-profit entity
  • VIDEO: What is Cardano?

Monero

  • Hides transactions through ring signatures
  • Uses “Proof of Work”
  • Based on open-source code called “Cryptonote”
  • “King of privacy in the Crypto world”
  • Unlike bitcoin, the history of transactions are hidden
  • VIDEO: What is Monero?

L2s

dApps

Tools for dApps

Curve Finance

DeSo

AAVE

  • Smart contracts matching lenders to borrowers using crypto
  • Uses AAVE ethereum token
  • Uses smart contracts
  • You lend AAVE money which they offer as loans through smart contracts. AAVE pays you interest on what you lend.
  • VIDEO: What is AAVE?

VeChain

  • Enterprise level supply chain solution on the blockchain
  • Authenticates and tracks goods
  • Used by BMW to track odometer fraud
  • RFID data integrated into blockchain
  • VIDEO: What is VeChain?

Fulcrum

  • Collection of smart contracts that allows users to create leveraged crypto positions
  • VIDEO: What is Fulcrum?

YouTube Channels

Community

Online Courses

Thoughtful Critiques of web3