Empire
10 Investment Themes from Brevan Howard | Colleen Sullivan, Peter Johnson
Jan 9, 2023
In this episode, top VCs in crypto, Colleen Sullivan and Peter Johnson, predict the future of NFTs, gaming, trading infrastructure, stablecoins, regulation, and more. They discuss the growth of stablecoins, the potential of digital goods for brands, the unbundling of marketplaces, and the expansion of online services. They also reflect on past predictions, discuss the power of open systems, and express optimism about the future of cryptocurrencies.
01:37:09
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Quick takeaways
- The NFT market is becoming more fragmented, with specialized marketplaces catering to different verticals, leading to a decline in OpenSea's market share.
- Uniswap is expected to surpass Coinbase in market share as decentralized exchange (DEX) trading continues to grow.
Deep dives
Prediction 1: OpenSea's Market Share Falls Below 25%
OpenSea's market share is predicted to decline below 25% as emerging competition offers specialized marketplaces catering to different verticals, such as pseudo swap for floor trading, blur for professional trading, and nifty swap for ERC-1155 tokens. The increasing diversity of NFTs and user preferences will create niche marketplaces to better serve specific customer segments, leading to a more fragmented market.
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