Investing like a venture capitalist in crypto has never been easier.

The world of investing in open-source software means public portfolios.

Beyond investors advocating for their projects, their portfolios and active participation strategies can be tracked on-chain.
At a glance, @placeholdervc is one of the largest portfolios tracked on Nansen with over $55 million in tokens.

Many of Placeholder's investments have performed well especially, numeraire ($NMR) since Placeholder invested in NMR in both Mar 2019 and Jun 2020.
The era of on-chain portfolios is only beginning.

As more data becomes available, funds will likely start to make their portfolios more available in order to control their investment narrative and participate in crypto communities.

messari.io/article/invest…
For a list of all Placeholder's liquid investments, check out their Portfolio Screener:

messari.io/screener/place…
Check out our list of investment fund screeners:
messari.io/article/invest…

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More from @masonnystrom

19 Jan
The Creator Economy - is starting its transition to the Community Economy.

The Community Economy – enabled by cryptonetworks and social tokens – incentivizes early followers to use their underutilized skills and assets to support a community or individual.

A quick thread 👇🏻 Image
While the creator economy benefited the lives of millions of creators, the Community Economy will reward early contributors and create the long-awaited middle class of the creator economy. messari.io/article/the-co…
There are two primary issues with the Creator Economy of today:

1️⃣ Early fans that initiate the flywheel of a creator’s community provide greater value to the creator’s growing community than fans who arrive later. Also, newer fans detract from the value that older fans receive. Image
Read 6 tweets
15 Jan
A physical Mickey Mantle baseball trading card sold for $5.2 million yesterday.

What does this mean in the context of non-fungible tokens and NFT portfolio allocation?

A quick thread 👇🏻👇🏻👇🏻
NFTs are better than traditional trading cards.

NFT sports trading cards offer:
• Utility value in fantasy games
• Fractionalization and ownership by a group of collectors
• Collateral asset in smart contracts
• Potential programmed utility in future protocols
The fantasy sports NFTs (e.g. trading card) market is relatively new so let's consider the potential in the context of the legacy trading card market.

The PWCC 100 index, comprised of the top 100 trading cards by highest average market value outperformed the S&P 500 since 2008. Image
Read 6 tweets
11 Jan
All personal tokens will naturally evolve into community tokens.

Since the network size of a personal token is limited to an individual, there is a natural transition from a personal token into a community token as an individual’s audience grows and their brand matures. 1/
2/ Personal tokens transition into community tokens when:
• DAO governs tokens
• Token supply is shifted to a community treasury
• Tokens hold a direct affiliation with an organization
• Revenues from the personal token are meaningfully shared with the token holder community
3/ The point when a personal token becomes a community token is vague but will grow clearer as social token standards further develop.

The early taxonomy for social tokens is starting to form. How social tokens evolve is unknown and therein lies the market opportunity. Image
Read 4 tweets
9 Jan
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…
Read 5 tweets
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

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