Back from 2 weeks quarantine with round 2 battle against COVID-19. Thankfully I’m doing alright physically and mentally. I owe you all some further analysis on the lessons learned building my second startup 90sFest.
In the meantime, I drafted this investment thesis on Yield Guild Games last week for my fund, Mechanism Capital. I’ve written extensively here about NFTs and the Metaverse, and have interviewed a number of guests on the podcast who are building in the space (including the founder of Yield Guild Games). If you’ve been following along, you’ll understand why I’m so excited about this one!
What I’m Reading
Ideas
The Rise of the Shaman Bro & His Eventual Demise (this made me Lol)
When a Free Society Becomes a Police State, Bari Weiss (on Hong Kong)
Markets
American Airlines Urges Pilots to Conserve Jet Fuel
A thread on CCP + Chinese Equities, Lillian Li
Metaverse, NFTs, and Digital Collectibles
Tweet Thread on Mark Zuckerberg’s Announcement of Facebook’s Move to the Metaverse, Matthew Ball
Lessons on Cult Building from Bored Apes, Joel John
Crypto
Amazon Preparing for Crypto with New Role: Digital Currencies and Blockchain Lead
Bitcoin’s Energy Usage, Nic Carter Presentation @ The B Word Conference
The B Word: Live Chat with Cathie Wood, Jack Dorsey, & Elon Musk
I’m All Shook Up, Arthur Hayes
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