Investing in NFTs

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[00:02:14] - [First question] - How he and his wife Josie Bellini got into the crypto space 

[00:05:40] - Why crypto OGs have a disdain for NFTs and feel this evolution is just a fad 

[00:07:55] - A snapshot of the NFT market today and the metrics he tends to look at 

[00:11:18] - Whether or not he’s surprised that the blue chip assets have held up

[00:13:56] - The early formation of Sfermion and what lead him to start it 

[00:18:33] - Thoughts on holding NFTs and building an investable fund around them

[00:23:13] - Plans for their second fund and what it will be comprised of 

[00:24:41] - His investment process and philosophy on exposure and valuation 

[00:28:15] - Top level view on capital allocation when investing and building funds 

[00:31:07] - SecondLife interview; in-game economies

[00:32:54] - Value is unlocked in more assets than just ones with utility 

[00:35:37] - How they pitched fundraising a venture fund compared to one that invested in NFTs

[00:39:10] - USD performance fees and capital deployment in their venture fund  

[00:43:37] - The different areas of the competitive landscape in NFTs 

[00:46:43] - Whether or not courts have reached out to them given their assets

[00:48:59] - Real world use-cases and experiments that could prove useful in the future 

[00:53:28] - Axie Infinity; thoughts on the Axie Infinity experiment and play-to-earn product market fit

[00:57:51] - What he’s most excited to see built over the next six months and six years