In today’s episode, Nick Tomaino, GP of 1confirmation, joins Santiago and Jason. They dive into why the Next Gen L1 Thesis is wrong, Opensea token launch, VC issues, and his thesis for NFTs moving forward.
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Follow Nick Tomaino: https://twitter.com/NTmoney
Follow Jason: https://twitter.com/JasonYanowitz
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This episode is brought to you by Carbon.
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Use code EMPIRE30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
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Timestamps:
00:00 Why Crypto VC is Dumb Money
08:06 Narrative Investing
17:48 The Key to VC Success
23:10 Bull Case for Prediction Markets
31:40 Carbon Ad
32:59 Permissionless
34:24 The NFT Thesis
44:19 NTS & RWAs
49:02 NFT Fractionalization
54:52 The Future of Open Sea
01:00:04 Coinbase and Wallstreet
01:04:15 Timeline for Mainstream Adoption
01:12:25 2024 US Election Outlook
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Resources
Polymarket
https://polymarket.com/
Tweets by Polymarket
The Scapegoat by Rene Girard
https://www.amazon.com/Scapegoat-Ren
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
