NFT Direct Investing

5min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Investing in a virtual world is like buying an apple stock. It's for ten years, locked up anything, definitly venture for that's really intresting. But yet, in terms of nft direct investing, there are four main sub markets: collectibles, art, virtual land and gaming. And so each one of these sub markets have different value drivers to them. So you're really looking at every project andat every nft project with the lens of adventure investor.

Sfermion is NFT-focused fund with managing partners that were early investors of OpenSea

Recently, they raised a $100m fund aimed at accelerating the emergence of an open, decentralized metaverse. In this episode, Founder Andrew Steinwold shares with us:

What are the 4 NFT sub-markets and their different value-drivers
How they analyze NFT-investments and Valuation Frameworks as a professional
Which NFT vertical has the most potential

Host: Jason Choi @mrjasonchoi . Not financial advice.

------------ Timestamps -------------

(00:00:00) – Introduction

(00:00:22) – Sfermion NFT Fund & Founder Andrew Steinwold

(00:03:58) – Why Specifically NFTs & Why Is He Bullish on NFTs?

(00:12:56) – Investing in NFT vertical

(00:14:53) – 4 Sub-Markets of NFTs

(00:17:11) – Case Study on Somnium Space & CryptoVoxels

(00:22:35) – NFT Valuation Framework

(00:29:00) – NFT Vertical With The Most Potential

(00:36:12) – Metaverse & Competition Between Web 2 & Web 3

(00:44:44) – NFT-Collateralized Loans

----------- Sponsors -------------

CoinFLEX is the Home of Crypto Yield for passive capital and active traders to earn and trade crypto. Explore yields up to 100% APR with CoinFLEX's simple AMM+ product: https://coinflex.com/amm

----------- More Resources ---------

Guest

Andrew Steinwold's Twitter: https://twitter.com/AndrewSteinwold

Sfermion's Twitter: https://twitter.com/sfermion_

Sfermion's Website: https://www.sfermion.io/

Blockcrunch

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi’s Twitter: https://twitter.com/mrjasonchoi

Blockcrunch VIP: https://www.theblockcrunch.com/vip

------------ Disclosures -------------

Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries