NFT-focused Fund Pom Parallels rau Traditional Venture Investing

Spencer Ventures, lub peev nyiaj crypto tsom rau ntawm NFTs nkaus xwb, tau txiav txim siab los tawm ntawm hom stealth tom qab tau txais $ 4 lab daim tshev los ntawm tsev neeg lub chaw haujlwm nrog $ 10 nphom hauv cov cuab tam hauv kev tswj hwm.

Blockworks tau hais rau tus tsim thiab tus thawj tswj hwm nyiaj txiag, Spencer Gordon-Sand, txog dab tsi nws yuav siv los nce nyiaj los ntawm cov tuam txhab lag luam hauv khw muag khoom.

Ntawm qhov siab ntawm kev ua lag luam nyuj thaum lub Kaum Ib Hlis thiab Kaum Ob Hlis Ntuj xyoo tas los, Gordon-Sand tau qhia nws cov tub ua lag luam kom muag ntau ntawm lawv cov ntaub ntawv thiab tos lub sijhawm yuav rov qab los. 

Tam sim no 30 tus neeg ua lag luam tshwj xeeb, hailing feem ntau los ntawm Chicago thiab Midwestern US, tau sib sau ua ke $ 4.5 lab, nws hais.

Anchoring pab pawg yog ib tug neeg ua lag luam pitching hauv $ 4 lab uas, ib qhov chaw paub txog qhov kev pom zoo hais rau Blockworks, yog qhov zoo li lub peev nyiaj txiag ntawm Chicago-based Pritzker Group.

Cov tuam txhab nrhiav kom nce lawv cov cuab yeej cuab tam digital tau tig mus rau NFTs, Gordon-Sand tau hais tias, thaum feem ntau ntawm cov nyiaj saum toj kawg nkaus, xws li cov los ntawm Grayscale lossis Galaxy, tsuas yog muaj kev cuam tshuam rau ether lossis bitcoin.

"NFTs rau kuv yog thawj qhov tseem ceeb tshaj plaws sab nraud ntawm cov thev naus laus zis tseem ceeb ntawm Ethereum thiab Bitcoin, qhov uas kuv pom cov neeg tsim cov tuam txhab tiag tiag thiab tsim tus nqi tiag," txawv ntawm lwm cov cryptocurrencies lossis DeFi, nws hais.

Gordon-Sand tau hais ntxiv tias nws tau pom qhov kev ntshaw rau lub venture lub kaum sab xis ntawm crypto-native tuam txhab uas muag - NFTs thiab decentralized autonomous cov koom haum (DAOs) - los ntawm cov tsev neeg chaw ua hauj lwm chaw ua hauj lwm chaw ua hauj lwm, cov tub ua lag luam uas tej zaum yuav muaj teeb meem nrhiav txoj kev mus rau deploy peev.

Gordon-Sand tau ua lag luam ua lag luam rau kaum xyoo dhau los, ua haujlwm nws txoj hauv kev mus koom nrog VC tuam txhab Lofty Ventures. Nyob ntawd nws tau tsim ib qho kev sib koom ua lag luam tsom rau cov neeg ua lag luam raug lees paub uas xav paub txog kev nqis peev nyiaj txiag.

Gordon-Sand tau hais tias "Ib qho ntawm cov laj thawj [cov koom haum] tau nqis peev rau hauv kuv," yog vim tias lawv yeej tsis xav cuam tshuam nrog tuav cov cuab tam ntawm lawv tus kheej daim ntawv tshuav nyiaj li cas" vim yog cov se hauv tsev thiab kev cai lij choj uas tau nce ntxiv. feem ntau tsev neeg chaw ua hauj lwm muaj.

Txog tam sim no, Spencer Ventures tau siv tsuas yog 20% ​​ntawm tag nrho cov peev txij li Q2 kev lag luam poob qis. Nws tau tos rau tom qab kev sib koom ua lag luam kom xa cov nyiaj seem, uas tseem nyob hauv USD.

Gordon-Sand qhov txuj ci loj tshaj plaws zoo li lub sijhawm. Nws qhov kev yuav khoom loj tshaj plaws suav nrog qhov tsis tshua muaj cosmic Moonbird NFT, yuav peb teev ua ntej qhov project niam txiv lub tuam txhab, Pov Thawj Collective, tau txais $ 50 lab nyiaj. tshaj tawm thaum kawg ntawm lub yim hli ntuj.  

Nws kuj tau yuav lub laser-eyed Bored Ape Yacht Club (BAYC) NFT rau 133 ETH. Nws hais tias nws siv ether yuav ntawm $ 1,227 tom qab Hnub Wednesday lub rooj sib tham Fed, muab tag nrho nyob ib ncig ntawm $163,000. 

Laser ob lub qhov muag yog ib qho ntawm qhov tsis tshua muaj tshwm sim rau Bored Ape thiab, thaum lub sij hawm bull run, lawv tended mus pauv ntawm peb mus rau tsib npaug ntawm tus nqi pem teb. Gordon-Sand yuav nws thaum hauv pem teb yog 70 ETH, thaum tam sim no qhov pheej yig tshaj BAYC NFT ntawm OpenSea yog mus rau 80 ETH. 

Nws kuj tau yuav "ib pawg" ntawm Mutant Ape Yacht Club thiab lwm yam BAYC NFTs thaum lub sijhawm BendDAO liquidation ntshai.  

CryptoPunks hauv nws cov ntaub ntawv tau yuav "rau kab lis kev cai."

Gordon-Sand tau hais tias "Cov neeg pom kuv yuav Punks, paub tias kuv muaj peev xwm thiab xa lus rau kuv thaum lawv xav muag cov grails uas nyuaj rau txav," Gordon-Sand tau hais. (Grails yog slang rau cov khoom nrhiav tom qab.)

Spencer Venture lub tswv yim yog saib cov kua dej ntau heev kom nkag mus thiab tawm. Los ntawm kev ua haujlwm loj dua feem ntau, nws kho lub tuam txhab zoo li cov peev nyiaj lag luam.

"Qhov ntawd yog qhov zoo ntawm NFTs. Nws zoo ib yam li kev nqis peev, tab sis koj tuaj yeem txiav tawm txoj haujlwm, tswj cov dej sib txawv thiab tswj kev pheej hmoo, "Gordon-Sand tau hais.

Nws piv cov kev lag luam peev ntawm NFTs rau qhov kev lag luam ntiag tug ntawm kev lag luam pib. Piv txwv li, Yuga Labs yog muaj nuj nqis ntawm $ 4 nphom tom qab nws cov nyiaj pab rau lub Peb Hlis - Kev ntsuas feem ntau pom los ntawm cov tuam txhab pej xeem. 

NFTs yog cov khoom tsis zoo, tab sis qhov ntawd tuaj yeem yog qhov ua kom zoo dua, Gordon-Sand tau hais.

"Ua kua hauv lub khw muag khoom tsis zoo yog qhov koj tau txais txiaj ntsig zoo tshaj plaws," nws hais ntxiv, "hauv kev lag luam dais, qhov sib npaug ntawm tus nqi rau cov khoom muaj nqis tsawg dua cov cuab yeej cuab tam hauv pem teb, uas kuv pom tias yog lub sijhawm rau ib tus neeg siv sijhawm ntev dua. qab ntug raws li kuv muaj. "

Tau txais cov xov xwm zoo tshaj plaws niaj hnub crypto thiab kev nkag siab xa mus rau koj lub inbox txhua hmo. Sau npe yuav Blockworks' tsab ntawv xov xwm pub dawb tam sim no.