AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Disappointment of Order Flow Auctions
I feel really bad for all the metaverse funds of 2022 or the Dow tooling funds and probably having a bit of a hard time these days. Not as hard as SVB though too soon maybe one more Uniswap venture is tail. Are there like categories that investors are finding really really hot that you personally are just completely sympathetic to or not as excited as jazzed up about as others are? One category is order flow auctions so we were discussing MEB a bit earlier and who might have leverage in the MEB supply chain. I think NFTs are just not particularly conducive to being a liquid asset class because it's very difficult to manage and bench risk correctly in