Are You Investing in Games?

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We don't actually talk about, necessarily, what we're investing on the acid side. We feel like a games canactually, you can end up investing in a game that ends up building out its own interstructure. To build on top of that, to us, is super exciting. An, we think that acias can like the spear head there, but there's going to be a lot more plays similar to that.

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 -------------

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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