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Immersion Den
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Investing

Immersion

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Immersion Lvl 1: Crypto Investing Fundamentals
  • [2015] 📖 Cryptocurrencies: An Emerging Asset Class [Horizon Kinetics]
  • [2016] 📖 Cryptoasset Analysis [Meta Stable]
  • [2017] 📖 What Drives the Value of Crypto Currencies? [Meta Stable]
  • [2017] 📖 An (Institutional) Investor’s Take on Cryptoassets [John Pfeffer]
  • [2017] 📖 Crypto or Fiat? Volatility or Debasement? Choose Your Risk [Horizon Kinetics]
  • [2020] 📖 The Essential (Dis)incentive System of an Effective Operative Cryptocurrency [Horizon Kinetics]
  • [2021] 📖 How to Survive a Crypto Cycle [Paradigm]
  • [2021] 📺 How to value Cryptoassets? [Su Zhu and Hasu]
  • [2018] 📖 “Post-Venture” Capital and the Crypto Nobel Prize [Matt Stephenson]
  • [2021] 🧵 Ethereum, The Triple Halving [squishchaos.eth]
  • [2021] 📖 Buying Crypto Assets [Fred Wilson]
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Immersion Lvl 2: Crypto Trading
  • [2019] 📖 A History Of Crypto Exchanges: A Look At Our Industry’s Most Powerful Institutions [nomics]
  • [2020] 📖 An Overview of the Cryptocurrency Derivatives Landscape [Max Bronstein]
  • [2019] 📖 Algorithmic Trading in Crypto [Kevin Zhou]
  • [2020] 📖 What are perpetual swaps? [Aditya Palepu]
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Immersion Lvl 3: Institutional Adoption
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Immersion Lvl 4: Venture Capital meets Web3
  • [2021] 📖 How a Traditional VC Could Approach Crypto / Web3 [Etham Frenkel]

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Reports
  • [2021] 📕 Operational Due Diligence of Crypto Assets [SBAI]
  • [2021] 📕 Cryptoassets: The guide to bitcoin, blockchain and crypto for investment professionals [CFA Institute]
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Trends
  • [2022] 📖 How correlated are the Web2 and Web3 software markets? [Tomasz Tunguz]
  • [2021] 📖 $76B a Day: How Binance became the world’s biggest crypto exchange [WSJ]