The world is waking up to NFTs as an asset class.

For anyone looking to read more about NFTs here's a thread of some of my favorite pieces. 👇🏻
.@jbrukh's piece is probably the single best essay to read for understanding the potential of NFTs.
blog.coinfund.io/all-digital-co…
.@ljxie recently wrote an insightful beginners guide for NFTs on @viamirror, which will be a super exciting experiment in valuing internet content.

linda.mirror.xyz/df649d61efb92c…
I've previously written about the NFT market extensively over the past few months.
messari.io/article/the-ps…
Framework for thinking about NFTs as an investment class.
messari.io/article/the-ar…

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More from @masonnystrom

8 Jan
Climate change is one of the greatest challenges of humanity. USV now has a $162m Climate Fund for climate solutions.

Crypto doesn't often intersect with solutions for climate change but there are ways for crypto to grow more sustainable and contribute to a greener world.
1/
We're past the point of climate mitigation and now need to focus on sequestration and removal.

Nori is helping build a robust marketplace for carbon removal.
While most of the energy used to mine Bitcoin comes from renewables, there are still ways to utilize Bitcoin mining to combat problems like the Duck Curve, grid stability, and more.
Read 5 tweets
4 Jan
.@nansen_ai tracks six fund portfolios currently worth over $20 million in Ether and token balances.

.@paradigm sits atop as one of the largest funds, but still has over $100 million in ETH that they haven’t deployed.
a16z and Polychain have the top token balances currently tracked on Nansen valued at $84 million and $54 million, respectively.
messari.io/screener/a16z-…
Polychian has made recent investments in YFI purchasing nearly 2% of the overall YFI supply.
Read 5 tweets
4 Jan
There are so many things wrong with this line of reasoning.

A quick thread breaking down the argument and three points on why it's wrong. #Bitcoin.
The argument TLDR is as follows:

Crypto bulls have only allocated 1-2% of their entire portfolio to Bitcoin. If they were truly confident it was a store of value they would allocate 100%.
1️⃣1-2% allocators aren't the real bulls
Crypto bulls like @APompliano HAVE allocated over 50% of their portfolio to Bitcoin.

Traditional capital allocators like Paul Tudor Jones are newer bulls who don't (yet) have the confidence of earlier bitcoiners.
Read 6 tweets
31 Dec 20
Metaverses are a prime example of crypto enabling the ownership economy.

Virtual worlds - with digital property and free markets - will transform our existing digital worlds into vibrant communities governed by their users. 1/
The top 5 metaverses – virtual worlds – continue to grow and expand. Here’s what you need to know.
messari.io/article/metave…
Metaverses as a category account for over a third of all NFT sales activity.

Investors have spent nearly $55 million on metaverse digital land and in-game items.
Read 9 tweets
30 Dec 20
It's been a banner year for Bitcoin.

Check out Messari's Bitcoin 2020 Review by @YoungCryptoPM and @RyanWatkins_.

Also, check out some of our other best research pieces on Bitcoin this year!

Articles listed below 👇🏻
messari.io/article/bitcoi…
.@asiahodl wrote about the potential impact of institutions investing and building an allocation in bitcoin.
messari.io/article/the-po…
MicroStrategy and Michael Saylor have invested over 1 billion into bitcoin this year and the firm's investment thesis is pretty clear as explained by @Cdempsey44.
messari.io/article/micros…
Read 11 tweets
21 Dec 20
Crypto-native indices transform the design space for indices from a 1-dimensional space consisting of just asset exposure, to a multi-dimensional space consisting of meta-governance and fund management strategies.

This design sets the stage for the evolution of index protocols.
In traditional finance constructing an index is a one-dimensional design space consisting of just asset exposure (i.e what assets are in the index).

Additionally, Index managers like Vanguard historically abstain from voting.
The three axes are as follows:

1. Asset returns – price appreciation from assets

2. Fund management strategies – active yield generated by allocating index assets to other protocols

3. Metagovernance – voting in protocols with assets in indices
Read 7 tweets

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