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Adrian
Intern @Newmangrp, @newmancapitalvc. @0xeorta. NBA trash talker. BlackRock my ex-daddy. I am in the culture, are you? Building in 2025.
For ComplexCon HK last year, My team sent proposal to a major NFT company on one of its collection, on launching a huge sculpture in the middle of the con, designed by a really famous visual artist. And the cost was basically minimal, nothing compared to this company’s marketing budget. The team basically turned down without even thinking abt it. I myself had to explain to them why it’s actually culturally significant.
I was shocked, it was a great deal, as you know, most renowned artists were quite conservative to work with NFT collections, and there was a deal only because we have been pushing web3 use case at ComplexCon. That’s basically our role a the con as the web3 strategic partner.
You thought most NFTs collections understand culture. No most don’t. Just few do.
2,06K
Gonna focus on looking at the NFT market this coming week, brainstorming ideas and talking to interesting founders and see how I can grow with them. And who knows? I might launch a collection this cycle.
Contrary to what most thought (at least few weeks back before the recent pumps in fp), imo the NFT market has advanced significantly, thanks to multiple leaders in the space. NFTs have now evolved beyond arts, if structured strategically, they can propel building consumer-aligned products, platforms or even empires.
I actually think we will see unicorn consumer companies next few years starting as NFT collections, but not simply using NFT as tools.
The key here: NFTs aren’t just tools.
5,27K
One thing I been trying to improve on the investment side is to act on what I say when there are convictions. Early this year during weekly call I had strong convictions that stablecoin would be the theme this year, given institutions were coming in, stable was just easy to understand as the next big thing after ETFs. We talked about consumer adoptions, stablecoins and RWAs anchoring next wave of DeFi.
However, when Circle went IPO, I didn’t participate in that while one of my team members actually did it - obviously happy for him as there’s huge gain.
1) Convictions are getting more and more important as the space evolves, or at least having individual thesis to find the next gem.
2) Once there are convictions, focus on the verticals instead of diversification. Within the vertical you can diversify, say if I like the brand coin thesis, I have to dig out everything related to that even pre-launch.
The game has changed and we all have to grow with it.
1,02K
Being recognised as someone that has influence over founders via intellectual discussions is much more rewarding than being labelled (if) an influencer on CT.
Throughout bull and bear I been keeping close and tight connections with several founders, having regular catchups, they are all the cream of the cream now.
3,66K
Guys at this rate it’s not funny anymore. These exchanges are so $rekt if they listing some other shitcoins but not this one.
27.7. klo 10.15
At this point if the T1 CEXs are not listing $rekt they should have the entire listing teams fired. And I know most of these folks, so I should probably send them this advice lol
Launched on DEX and grinding its way from 20m to 400m. What else should they list??
@rektdrinks @RektCoin
7,05K
Been lately reflecting how I can maximize exposure to platforms founders build these days. It can’t be a single token / nft exposure, what if value is reflected on equity level, and vice versa?
Imo there are ways to structure this so an investor can strategically grow with the founder on whatever he does that benefits the platform, with interest aligned.
We need more Igloos.
23.7. klo 16.38
Being an investor I invest in founders. What does that mean? Channeling down it means I invest in the platform that founders are building, because I believe in the vision overall. And that has got tricky over years. Why?
There are ways and tools for founders to build out platforms. NFTs, tokens, memes, traditional capital markets, etc. a founder can have setbacks at one of these, for example, NFTs get fucked in FP, but it doesn’t mean the overall platform gets fucked as he focuses on other tools to grow the platform. Obviously ideally he excels at everyone of them to amplify the growth on a high level.
It would mean being an investor, you need to have the right alignment AT THE TOP LEVEL, or at EVERY LEVEL.
1) you either own % of the parent company. Like I invested in @Igloo so whatever built underlying, I get exposure to them.
2) for something like @Memeland, I need to get exposed not just to the token and NFT, but once @MemeStrategy was launched, I bought shares as well.
As investors, you have to think deep, we can’t complain why one tool is down and just another tool is up, when all the founders care is to grow the platform.
Just think deep on how you can get best exposed to what the founders are building, I.e the platform.
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