derekedws

@derekedws

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Season 5 of the pod is live on X, YouTube, @pods and all podcast platforms 💥 In the first episode, we sit down with the legend @derekedws and dive into his investment theses, Collab+Currency, Glitch Marfa and more I'll be airdropping the art for each episode to holders of the pod NFTs at the end of the season 🫡 https://pods.media/we-do-a-little/derek-edwards-investing-at-the-crossroads-of-culture-and-consumer-technology

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knitted cap god tier trait v simple calculus

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over 50+ hats/caps synonyms

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since publishing in early 2020, most of these primitives have been explored nicely - projects like bored apes and pudgy penguins went on to form massive online communities, out of the networking of digital objects - DeFi for NFTs (ie collateralized lending for NFT objects) exploded in interest - XR platforms like MONA started bringing onchain objects into 3D abstractions think all of these categories continue to get refined and supercharged

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total market cap of crypto is roughly $2T tiny this is a winning technology, and a winning asset class think in decades

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would urge folks to review long-form work by: diewiththemostlikes kjetil golid 0x113 deafbeef tyler hobbs claire silver botto kim asendorf emily xie ^ some of the absolute best crypto artists in the world, many not widely understood yet

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would urge folks to review long-form work by: diewiththemostlikes kjetil golid 0x113 deafbeef tyler hobbs claire silver botto kim asendorf emily xie ^ some of the absolute best crypto artists in the world, many not widely understood yet

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issues by delta sauce https://gallery.so/derekedws/2kzKDK9XK9UheONO32chvcdqMgI

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night shift by douglxss https://gallery.so/derekedws/2XXBlV59pVxLuJTKh00smfKDXAf

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over the road by douglxss https://gallery.so/derekedws/2XXBJm4DLTjtvKjYr9P6X1ImxXd

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beef brothko by diewiththemostlikes https://gallery.so/derekedws/2WlHRVDPhUODWqZcXiRdprrLAJZ

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i'll drop a few of my recent favs in this thread

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we've built a process at collab+currency to ingest as much information as possible, to help make qualified decisions in real time that process gets better every week that said, we won't see everything, and we will never be right about everything have to learn from mistakes and be a better investor than yesterday

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price vol is a very easy (+ elegant) way to see attention translate to value in real time in summer 2020, on NBA top shot, the edition prices of player NFTs would rise and fall depending on how they were performing mid-game we'll see quite a few expressions of this idea as more classes of digital objects get created

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few areas i've been spending a lot of time on: crypto AI crypto gaming crypto social i'm always down to connect with folks who are narrowly scoped to big segments / opportunities that use either blockchains or cryptoassets to create new types of consumer products and services

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think it's helpful to get in the habit of revisiting priors with fresh eyes and new information for this reason, i'm now kind of an oyster guy

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a few hours ago, i bought a physical art book from someone who lives in berlin sent him ETH onchain he's mailing the book to the USA

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i've written quite a bit bout NFTs as store of value objects but the other side of the spectrum is just as interesting as a design space (NFTs as products/services) the monetary value of global products / services represent tens of trillions of dollars in GDP each year i'd prefer 10x more exploration here

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great q the traditional art market represents $65B in annual turnover estimates put total market cap of trad art at close to $2T now, the top three crypto art collections in the world have a collective market cap of *only* $1B Punks - $730M Autoglyphs - $138M Chromie Squiggle - $103M few paying attention

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#11 /nft AMA ft. @derekedws Derek Edws is Managing Partner at Collab+Currency, a crypto venture fund investing in early stage projects building out the cryptoeconomy. Derek is also owner and curator of glitch gallery in Marfa, Texas — an analog gallery for digital objects. He is an NFT collector and founding member of onchain collectives like Flamingo DAO, NEON DAO, Red DAO, and Noise DAO. 📆 Tue, 27 Aug @ 10am PT — ask your questions in the comments!

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