Mever Memvrs Thesis Playing Out Without the Need for a Supercomputer

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i would say that ti'm, it's almost like the rise of human civilization. The seed was planted, and and now we have a lot of things spawning from bit coin,. And so it's going to take a, it's going otscinsy a long time. Iand i really think, y, it goes back to that sea beam planted forever go through bitcoin with block chain. They're really driven by narrative driven by hey, no, justHey! You can't do this without me!" says Ike Kogan in his latest episode of TechCrunch Presents: Teknostar.

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