Zach Resnick’s Recommended Reading List
Cryptoassets, Investing, and Risk Management
Since launching Unbounded Capital, I often get asked what my favorite resources are. Below are some of the most influential works I’ve read to date.
I don’t agree with all views expressed, but every book, newsletter, article, podcast, or blog here has been valuable to the way I approach investing.
This document will grow, as I do. There’s plenty of room for more resources on this list. Please send me or comment with your suggestions!
Books
Antifragile, Fooled by Randomness, The Black Swan, Skin In The Game — Nassim Taleb
The Book Of Satoshi: The Collected Writings of Bitcoin Creator Satoshi Nakamoto — Phil Champagne
A Man For All Markets, Beat The Market, The Kelly Capital Growth Investment Criterion: Theory and Practice — Ed Thrope
The Most Important Thing — Howard Marks
A Short History of Financial Euphoria — John Kenneth Galbraith
Diary of a Very Bad Year: Confessions of an Anonymous Hedge Fund Manager — Keith Gessen
Reminiscences of a Stock Operator — Edwin Lefèvre
When Genius Failed — Roger Lowenstein
Liar’s Poker, Flash Boys, The Big Short — Michael Lewis
Sapiens — Yuval Noah Harari
The Quants, Dark Pools — Scott Patterson
More Money Than God — Sebastian Mallaby
The Intelligent Investor — Benjamin Graham
The Acquirer's Multiple — Tobias E. Carlisle
Poor Charlie’s Almanack: The Wit and Wisdom of Charles T. Munger — Peter D. Kaufman
Thinking Fast and Slow — Daniel Kahneman
The Elephant in the Brain — Kevin Simler and Robin Hanson
Deep Work — Cal Newport
The 4 Hour Workweek — Tim Ferriss
Newsletters
Money Stuff — Matt Levine
The Diff — Byrne Hobart
Adventures in Capitalism — Harris Kupperman
Net Interest — Marc Rubenstein
Stratechery — Ben Thompson
Memos From Howard Marks — Howard Marks
AVC Newsletter — Fred Wilson
Two Truths and a Take — Alex Danco
Articles
Investing
The Myth of The Infrastructure Phase — Union Square Ventures
Our Results Have Been Far Worse Than We Could Have Imagined — Greenlight Capital
Liquidity Cascades — Newfound Research
For Love of The Product — Ezra Galston
What is a Tech Company? — Ben Thompson
12 Things about Product-Market Fit — Andreessen-Horowitz
I’m Sorry, But Those Are Vanity Metrics — Lloyd Tabb
From Hopes and Dreams to The Real Thing — Fred Wilson
Bitcoin
Bitcoin: A Peer-to-Peer Electronic Cash System — Satoshi Nakamoto
Mathematical Proof That the Lightning Network Cannot Be a Decentralized Bitcoin Scaling Solution — Jonald Fyookball
The Great Mining Swindle — Craig Steven Wright
UXTO Analysis — Delphi Digital
Tokenomics
Valuing Cryptoassets from the Ground Up — Mike Sall
An (Institutional) Investor’s Take on Cryptoassets — John Pfeffer
On Medium-of-Exchange Token Valuations — Vitalik Buterin
More on Token Velocity — Jackson Laskey
Analyzing Token Sale Models — Vitalik Buterin
Money
Gamifying the Delivery of Money — Daniel Jeffries
Two Malthusian Scares — Nick Szabo
On the Network Effects of Stores of Value — Multicoin Capital
Individual Cryptoassets
Inside the Crypto World’s Biggest Scandal (Tezos) — Gideon Lewis-Kraus
EOS Analysis and Valuation — Multicoin Capital
Bitcoin Satoshi’s Vision (BSV): Identifying Signal Through the Noise — Dave Mullen-Muhr
Critique of Buterin’s “A Proof of Stake Design Philosophy — Tuur Demeester
An Introduction to Private Cryptocurrencies: Monero and its Alternatives — Cypher Perro
Miscellaneous
The Truth about Smart Contracts — Jimmy Song
Notes on Blockchain Governance — Vitalik Buterin
Why another stablecoin? — Nevin Freeman
Blogs
Breaking VC — Ezra Galston
Podcasts
Bonus Books
All of these read like thriller novels (but are all nonfiction!), but enforce lessons learned from the previous resources
Red Notice — Bill Browder
Confidence Game — Christine S. Richard
When the Wolves Bite — Scott Wapner
Billion Dollar Fantasy — Albert Chen
The Spider Network — David Enrich
Who is Michael Ovitz — Michael Ovitz
Super Pumped — Mike Isaac
Den of Thieves — James B. Stewart
Fortune’s Formula — William Poundstone
The Mastermind — Evan Ratliff
Billion Dolllar Whale — Tom Wright & Bradley Hope
