Capital Allocators – Inside the Institutional Investment Industry Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
Jun 16, 2022
Stephen McKeon, a Partner at Collab+Currency and a finance professor at the University of Oregon, shares his insights on consumer-facing applications of crypto. He reflects on his transition from academia to investing, discussing NFTs, DAOs, and the metaverse. The conversation addresses the evolving landscape of digital assets, focusing on the importance of interoperability and digital wallets. McKeon also outlines a syllabus for learning about blockchain and emphasizes the practical uses of NFTs beyond speculation, encouraging a deeper understanding of Web3.
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Security Token Thesis
- Security tokens aim to bring regulated assets onto the blockchain, enabling new features.
- Innovation has occurred in fungible and non-fungible tokens, not regulated assets.
Shift to Investing
- Stephen McKeon transitioned from advising crypto funds to actively investing.
- He co-founded Collab+Currency, focusing on consumer-facing crypto applications.
NFTs and Provenance
- NFTs provide provenance for digital art, similar to physical art's value.
- This provenance allows assigning value where it wasn't possible before.
