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Mason Nystrom Profile picture
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15 Jul, 6 tweets, 3 min read
Across 44 crypto venture & hedge funds the top invested asset is @Polkadot ($DOT) followed by @terra_money ($LUNA) and then tied for @NEARProtocol ($NEAR) and @OasisProtocol ($ROSE).

Some other insights from the Messari Screener Analysis 👇🏻 Image
Investing like a crypto fund – venture or hedge – has never been easier.

Special thanks to @benjii_lil for his support in conducting and authoring this research.
messari.io/article/messar…
Insight #1

Smart contract platforms possess one of the largest TAMs in crypto and capital has flowed into these various projects accordingly.

Ten of the top 30 invested projects are smart contracts platforms.

Get up to speed:messari.io/article/q2-21-…
Insight #2

Most funds appear to be under-exposed to Web3, NFTs, and emergent sectors like the metaverse.

This gap in exposure presents a potential opportunity as more investments will flow into these sectors.

There will be venture returns in NFTs & Web3
messari.io/article/the-ar…
Insight #3

Surprisingly, Cosmos is one of the lesser invested smart contract platforms even though Terra, Anchor, and Sifchain are all part of the Cosmos ecosystem.

Funds appear to be moving up the value stack of the Cosmos ecosystem for returns.
messari.io/article/cosmos…
Messari Pro comes with access to our full list of community screeners, including VC portfolio screeners for Multicoin, Pantera, Paradigm, ParaFi, Three Arrows Capital, and more:
messari.io/article/messar…

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More from @masonnystrom

Mason Nystrom Profile picture
1 Aug
Friendly reminder that NFT avatar projects or collectibles are strongly concentrated to a few thousand owners, hence the illiquidity.

Punks, BAYC, etc are competing in the luxury goods market, restricting supply and consolidating ownership into those who can afford them. Image
This isn't to say that Punks, Meebits, Bored Apes, or other #NFT avatar/collectibles can't be valuable or won't continue to rise in value.

But let's all just be clear on what people are buying – status and to a lesser extent, community.
In regards to "Punks = Store of Value"

To a degree, yes Punks or NFT collectibles can be a greater store of value than their legacy luxury goods counterparts (e.g. handbags and Rolex's deteriorate over time) but the drivers of social status change over time.
Read 4 tweets
Mason Nystrom Profile picture
9 Jul
Rarible has generated over $155 million in cumulative NFT trading volume since inception and continues to grow as an NFT liquidity protocol.

A thread on Rarible, its current state, and potential🧵
For a deep dive into Rarible and the current status of the protocol, check out the full piece in MetaPortal.

Special thanks to @DarkForestCap and @verto0912 for the feedback and input.
metaportal.substack.com/p/metaportal-r…
While Rarible's volumes have slowed with the NFT market cooldown, a large reason for this was that it didn't offer the trading of non-Rarible assets.

However, now assets like Sorare are tradeable on the platform, Rarible users are back to pre-NFT market top levels.
Read 6 tweets
Mason Nystrom Profile picture
8 Jul
The NFT market continues to grow and the top 15 NFT marketplaces have now facilitated nearly $2.5 billion in volume.

A Quick Thread on The NFT & Web3 Q2 Trends 👇🏻 NFT marketplaces have facilitated nearly $2.5 billion in cum
Messari's Q2 Web3 and NFT report is free for all so check it out for a recap on what you missed in Web3 and NFTs!
messari.io/article/web3-n…
One of the strongest performers this quarter was Axie Infinity.

The Axie Treasury grew $18 million throughout the second quarter.
Read 7 tweets
Mason Nystrom Profile picture
29 Jun
Perhaps the most entertaining story on governance this year comes from your neighborhood gas station, Exxon Mobil.

Exxon's story also shares an example of how the value of governance will evolve in crypto.

A Thread on Proxy Wars, Exxon, Crypto, and Governance 👇🏻
Exxon Mobil – one of the largest oil producers in the world with a market capitalization of $270 billion – has recently entered the proxy fight of its life.

Special thanks to @HayleyMcCurdy17 for providing expert insight into ESG focused investing.
messari.io/article/the-la…
Activist fund, Engine No 1 bought 0.02% of Exxon with the intent of pressuring Exxon to adopt a greater ESG focus.

The argument is that Exxon’s unwillingness to divest from oil and gas has resulted in the underperformance of the company which is management’s (the board’s) fault.
Read 10 tweets
Mason Nystrom Profile picture
9 Jun
Fundamental Web3 protocols like Ocean, Helium, Livepeer, and The Graph are creating valuable infrastructure and marketplaces for services and data.

.@Kdrizzle22 examines @OrchidProtocol and its decentralized VPN marketplace in his recent research piece.
messari.io/article/orchid…
Orchid's key piece of infrastructure is nanopayments – probabilistic payments where instead of sending $1, a consumer would send a payment with a provably fair 1% chance of paying $100.

Orchid's infrastructure can be used to create other marketplaces that require nanopayments.
Orchid faces competition from existing VPN providers, but can potentially compete on a few axes:

1) Price - most important for consumers

2) Security - enhanced encrypt, no single server or point of failure

3) Privacy - many VPNs are free but collect your data and sell it
Read 4 tweets
Mason Nystrom Profile picture
2 Jun
The most valuable assets are intangible. However, this hasn’t always been true.

Before the 1990’s the most valuable assets – as categorized as components of the S&P 500 – were tangible assets(i.e. Land, equipment, etc).

Crypto will increase the value of intangible assets. Image
This trend might not surprise you, as it might intuitively make sense in the context of everyday life.

Disney+ is valuable because of Marvel and The Mandalorian. People drink Coca-Cola instead of the clearly tastier Pepsi. Users buy Fortnite skins which hold zero in-game value.
Intangible assets, in particular, intellectual property are often described as illiquid and inefficient for a variety of reasons including market opaqueness, inconsistent valuations, and lack of standardization.

Digitizing & programming IP assets can help alleviate these issues.
Read 4 tweets

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