In this episode of the Fundamentals podcast, we’re joined by Jason Kam, the founder of Folius Ventures – a fund that invests in, evangelizes, and builds web3 initiatives. We discuss Folius Ventures, their investment strategy, and how they approach the market. We speak about project discovery, due-diligence, decision-making, and the role that data plays in analyzing investment opportunities. We then move on to speak about Jason’s thoughts on Blur and the NFT market, MakerDAO and his thesis on an MKR trade, and also explore the new hot thing in web3 social, friend tech. Tune is for a great discussion about how Jason views and analyzes different investment opportunities and market sectors in crypto, and how he leverages his prior tradfi experience to gain an edge in the market. Jason’s Twitter: https://twitter.com/MapleLeafCap Folius Ventures: https://www.folius.ventures/ Folius’ Twitter: https://twitter.com/FoliusVentures Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:40 Folius Ventures: fund overview, strategy, mission 03:37 Investment discovery process 05:28 Due-diligence and decision-making 09:40 What role does data play in the investment process? 12:41 Thesis on BLUR and the NFT marketplace sector 18:34 Competition and the future of the NFT marketplace sector 21:07 How should an investor view the creator royalty debate? 23:54 The MKR trade: is owning MKR akin to having equity in Circle and Tether? 28:31 How actively does Folius Ventures trade vs. buying and holding? 29:55 friend.tech & web3 social – Jason’s thesis 36:58 How does Jason stay up to date with everything going on in the market? … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #FoliusVentures #Blur #MKR #friendtech #Fundamentals #Crypto #tokenterminal