Collectors: Why collect? What do you believe?

Modern, digital technology is a tool, created and wielded by humans, ostensibly under our control. Throughout history, the adoption of new technologies has driven profound shifts in society and this has been especially true when the technologies connect humans in new ways (shipping, telephony, trains,... See more

The main takeaways from NBA Top Shot transcend the highlight numbers. What’s most interesting to me is that it’s a prime example of an NFT-based platform partnering with a mainstream organization and bringing NFTs to the masses. To do that, they’ve abstracted away the crypto -- they don’t mention “NFTs” or “crypto” on the homepage -- and instead... See more

While there are many similarities between blockchain industry and internet 1.0/2.0 industries, there are fundamental differences between them. These nuances will dictate how value will be created, who will capture this value, and what strategy is optimal to build or invest in the space. We believe there are three main distinctions to be made:

While some innovations naturally fit on the blockchain, others, though appealing, don't align with the practical needs and preferences of most users.

Although at one point, we all believed everything needed to be onchain.

Reality is that most people don't care about that. Values like trustlessness, transparency, censorship resistance, and self... See more