Not Investment Advice 230: Yeezy & Balaji Coin, Zora, Soho House ~$3B PE Deal & Shark Ninja’s $16B Empire
Aug 27, 2025
Dive into the intriguing world of Yeezy and Balaji Coins as the hosts dissect their emergence on the Zora platform. The conversation shifts to Soho House's high-stakes $3B deal and Shark Ninja’s rise to a $16B kitchen empire. Get ready for laughs as they explore the cultural phenomenon of air fryers, cleverly linking them to modern cooking trends. Plus, insights into Ford's struggles in a tech-driven market and the complexities of luxury memberships offer a thought-provoking backdrop.
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Content Price Discovery Via Tokenization
- Zora tokenizes every profile post and media to create rapid price discovery for content.
- That liquidity makes content tradable but invites sophisticated speculators and bots to dominate markets.
Unintentional Token Launch On His Profile
- Jack discovered Zora launched a Visualize Value coin on his profile without his permission due to an old app bug.
- He converted the surprise into a concept called the 'lemonade stand' to wrap a rationale around the launch.
Tokenomic Flywheels And Vesting Risks
- Zora's token model ties trading fees to creator coins and platform tokens to create a rewards flywheel.
- That structure can align incentives but still allows founders or insiders to vest and extract value over time.
