1/ Utility META: Inside vs Outside Ecosystem Investments
Since February the market has changed a lot and the vast majority of successful projects are tools, DeFi and other projects with real utility, however, there are some points to be considered🧵
#NFT #SOL #Solana #SolanaNFT
Since February the market has changed a lot and the vast majority of successful projects are tools, DeFi and other projects with real utility, however, there are some points to be considered🧵
#NFT #SOL #Solana #SolanaNFT
2/ Inside Ecosystem Investments
This means projects are strictly dependent on the NFT market to be successful, some of these utility investments include:
ᐅ Launchpads
ᐅ Escrow
ᐅ Lending protocols to NFTs
ᐅ Marketplaces
ᐅ Organization Tools
ᐅ Alpha Groups
and others
This means projects are strictly dependent on the NFT market to be successful, some of these utility investments include:
ᐅ Launchpads
ᐅ Escrow
ᐅ Lending protocols to NFTs
ᐅ Marketplaces
ᐅ Organization Tools
ᐅ Alpha Groups
and others
3/ Inside Ecosystem - Questions
In these cases, you need to ask yourself if you truly believe in NFT market.
If you don't believe this, your assumptions reflect that these products do not solve a future need, and therefore you believe they will become worthless projects.
In these cases, you need to ask yourself if you truly believe in NFT market.
If you don't believe this, your assumptions reflect that these products do not solve a future need, and therefore you believe they will become worthless projects.
4/ Outside Ecosystem
This means projects that deliver goods and services are not strictly dependent on the NFT market to be successful
In these cases you always have to reflect:
ᐅ The valuation you are paying makes sense
ᐅ Why the project is launching an NFT vs VC/IDO money
This means projects that deliver goods and services are not strictly dependent on the NFT market to be successful
In these cases you always have to reflect:
ᐅ The valuation you are paying makes sense
ᐅ Why the project is launching an NFT vs VC/IDO money
5/ Outside Ecosystem
I am personally super interested in Outside Ecosystem projects that's why you have seen me talking about:
ᐅ @888anonclub
since day 1
ᐅ @JinkouNFT with 30 discord members
ᐅ @AncoraPay with 100 discord members
ᐅ @HawksightCo in January
I am personally super interested in Outside Ecosystem projects that's why you have seen me talking about:
ᐅ @888anonclub
since day 1
ᐅ @JinkouNFT with 30 discord members
ᐅ @AncoraPay with 100 discord members
ᐅ @HawksightCo in January
6/ Final thoughts
In my case, I believe in the market however I still see a lot of pain in front, therefore, I am looking to be peaky on the insider ecosystem and being more aggressive in searching for outside ones, and investing depending on valuation, product-market fit. [...]
In my case, I believe in the market however I still see a lot of pain in front, therefore, I am looking to be peaky on the insider ecosystem and being more aggressive in searching for outside ones, and investing depending on valuation, product-market fit. [...]
[...]
Outside ecosystem investments in my opinion end up being much more complicated to evaluate and you need to view it more as VC.
Please stay safe. Enjoy your day!
Outside ecosystem investments in my opinion end up being much more complicated to evaluate and you need to view it more as VC.
Please stay safe. Enjoy your day!
7/ Investing Framework
https://twitter.com/permissionlesol/status/1486365315080536064?s=20&t=-jEI9OANs07BhfN45bEtAg
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