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.
Follow Nick Tomaino: https://twitter.com/NTmoney
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(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
(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
The Scapegoat by Rene Girard
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.