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Nov 29, 2020, 6 tweets

🌈🛸📈 Fantasy Venture NFT Portfolio

andrewsteinwold.substack.com/p/-fantasy-ven…

I cover five companies, dive into their products, and explain why I think they are great.

These companies will join my fantasy venture capital portfolio, and I will reassess how they perform over the coming years

1) @opensea: The Amazon, and potentially the Facebook, of NFTs (but back when Facebook was cool)

- #1 NFT trading platform
- Amazing Y-combinator backed team
- They ship updates like crazy
- semi-decentralized infrastructure = accessible to anyone in the world
- Huge TAM

2) @superrare_co: Curated “who’s who” of the crypto art world

- Top platform for curated crypto art
- Team has true grit. Nonstop grind for years
- Perfectly positioned for the growth of new market cryptoart
- Users literally go online and say “This product changed my life!”

3) @AsyncArt: Ultra high-end programmable crypto art

- Completely changed the art game by enabling programmable art
- Superb at building lasting relationships with artists and collectors
- Async team is top-notch and mixture of designers and technical people

4) @nftfi: Worldwide loan platform

- Opens up NFTs for entirely new use-cases
- Users can earn from loaning out crypto or take loans out with NFTs
- Massive potential market size (NFTs = everything, so an "everything loan" platform)
- The founder is amazing

5) @larvalabs: Two geniuses in the laboratory

- Founders are geniuses
- They have an amazing track record of success (the first NFT project on Ethereum and two successful NFT projects overall)
- All their products are extremely well thought out and long-lasting

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