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Finding 3x vs 200x bets: Secrets of a NFT Trading Fund - Spencer, Spencer Ventures, Ep. 238
The Blockcrunch Podcast
The Importance of Underwriting in NFTs
NFTs are kind of like trading goodwill without an underlying company. I think it's hard to say that there's fundamental value in NFTs, but I actually think this is true of most assets. If the best use case of NFTs is XYZ, then this project is the best exposure to that thesis. The cult leader is very important. One of the things that I look for the most in NFT teams that I'm talking to or researching on is do they have a thesis on the space?
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