The Future of Crypto Innovation, Investing, and NFTs
summary
Fund launched digital-assets book in 2016 and reports crypto market cap around $2T and year-to-date institutional inflows jumping from ~$2B to ~$20B (Q2 ≈ $6.9B). Layer‑1 bets focus on technical differentiation — early Solana investment for high throughput and proof‑of‑history — while preferring purpose‑built chains for NFTs. Pastel builds a single‑use L1 offering on‑chain permanent storage and duplicate NFT detection; its PSL economics use supernodes and proof‑of‑burn plus staking yields. Yield farming is hard to model; developer supply is the main bottleneck.
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chapters (16)
- 0:00Intro
- 1:24Market Overview
- 3:19Private Blockchain Investments
- 4:01Layer Ones
- 5:31Solana
- 7:54Yield Farming Risks
- 8:19DeFi
- 9:14Pricing NFTs
- 10:43D5 Participation
- 11:33NFTs
- 13:01Shotgun approach
- 15:22Storage
- 16:33Why does value accrue
- 17:47Are NFTs overpriced
- 19:14Predictions for 2021
- 20:06VCs and Crypto
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