02.07.2023

Maya's Reading List

February 07, 2023

February 7th 2023

SPICE CAPITAL PRESENTS: 🔥 🌶 HOT SAUCE 🌶 🔥 

Here at Spice Capital, we’re focused on making big bets in areas primed for rapid change. To do that, we believe it’s important to stay up to date with what some of the most exciting thinkers and builders are saying day-to-day as well as mixing up your content intake with some fun from the corners of the internet. We know there’s a lot of noise and the space can feel overwhelming. Don’t worry! We’re here to be the Hot Sauce in your bag so you can make sure you always keep things spicy!

1) Ah TikTok...the elephant in the room and the most entertaining social media out there hands down. Check Out Nat Eliason's experience quickly growing his TikTok audience organically - some good tips and tricks.

Kickstarting TikTok: 55,500 Followers & 7m views in 6 Weeks

No hired help, no gimmicks, no fancy gear. Just vibes.

2) Derek Edwards - Managing Partner at Collab Currency (great early stage consumer crypto fund) wrote an ode to digital objects - covers why this category even exists, what new behaviors are emerging in the crypto space as a result of more digital objects in circulation and discusses the 2 main use cases of these objects today: Products/Services & Store of Value

Storing Value in Digital Objects

By: Derek Edws, Managing Partner @ Collab+Currency

3) What's going on in the economy? Seems like everyone is particularly tuned in to J. Powell and macro - here are 2 takes coming from very different perspectives (long term investor vs macro-enthusiasts)

Steve Eisman discusses paradigm shifts, why today's 'regime' is different than 2008 financial crisis and gives his take on real estate market + interest rates (Big short is based on him)

Steve Eisman on the 'Paradigm Shift' Happening in Markets Right Now

Listen to this episode from Odd Lots on Spotify. After a decade of dominance, 2022 saw tech stocks badly underperform the rest of the market. However, so far in 2023, tech stocks and other speculations have surged again. According to Steve Eisman, what we're seeing is the natural process by which a "paradigm shift" is playing out in stocks. Eisman, a portfolio manager at Neuberger Berman, won big betting against CDOs during the Great Financial Crisis and was famously depicted in the book and movie The Big Short as one of the few investors who got it right. In this conversation, he talks about lessons learned from his career in investing, how and why big shifts happen in markets, the state of the financial system, and what sectors could win over the next decade.See omnystudio.com/listener for privacy information.

4) Athletic Brewing, the non-alcoholic beer company is growing like crazy and fitting in nicely with the Gen Z trend of beer being un-cool. My favorite daily podcast (TBOY) did a great interview with their founder Bill Shufelt. 

5) Grateful to have friends who send me the  latest in quantum computing research. Keeping an eye 👀 on this as it has massive implications for security and crypto.

Researchers from the University of Copenhagen and Ruhr University Bochum have made a crucial step in advancing quantum technology by successfully controlling two quantum light sources, opening the doors for the development of quantum mechanical entanglement and quantum networks.

Quantum physicists make major advance in entanglement

In a new breakthrough, researchers at the University of Copenhagen, in collaboration with Ruhr University Bochum, have solved a problem that has caused

6) I think this already made the rounds on Tech Twitter but in case you missed it - Dan Romero, founder of Farcaster has been on an interview tour lately. The 1-liner for Farcaster is decentralized twitter. They are one of the few web3 companies that launched with native iphone and desktop apps. He discusses the outline for how to run/build a decentralized social media network and which key components need to be on-chain (vs. off chain) for a network to work effectively. 

155 - The Rise of Decentralized Social Networks with Farcaster’s Dan Romero

Listen to this episode from Bankless on Spotify. ✨ DEBRIEF | Unpacking the episode: https://shows.banklesshq.com/p/debrief-dan-romero  ------ Dan Romero was an early employee at Coinbase and is now the Co-Founder of Farcaster, a new decentralized social network that has captured the attention of many in Web3. Aside from sharing a secret passcode to access Farcaster during the episode (Bankless Premium subscribers only)…Dan also shares his thoughts on why he doesn’t think Web2 social media is broken, why people should care about decentralized social media, how decentralized does it have to be in order to work, and how all of this will fundamentally change the internet and the trajectory of humanity. ------ 📣 Crypto Tax Calculator | Free Crypto Tax Calculator https://bankless.cc/CTCpodcast ------ 🚀 JOIN BANKLESS PREMIUM:  https://newsletter.banklesshq.com/subscribe ------ BANKLESS SPONSOR TOOLS:  🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken 🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi  ------ Topics Covered 0:00 Intro 6:08 Is Web2 Broken? 10:25 Web3 Improvements 19:25 Unique Web3 Properties 24:42 Developer & User Sovereignty  31:57 Farcaster’s Feature & Protocol Thesis 45:25 Unique Properties of Decentralized Social Platforms 58:29 Growing Farcaster & Client Competition 1:05:39 Incentive Mechanisms 1:11:30 Is a Token Needed?  1:15:55 Protocols 1:19:48 Advertising & Farcaster 1:25:48 Farcaster On-Chain Footprint  1:27:47 Spam Prevention 1:31:31 Discoverability & Regulation  1:33:45 Identity  1:36:00 Closing & Disclaimers ------ Resources: DM Dan Secret Passcode https://twitter.com/dwr https://danromero.org/  ----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures

7) KFC Robots coming soon 😂

Kentucky Fried Chicken Restaurants in Japan Will Soon Use a Fry-Cooking Robot

TechMagic, a Tokyo-based restaurant robotics startup, has signed a development deal with Kentucky Fried Chicken in Japan to build a robot to automate the entire process of cooking french fries. Acc…