Category: Twitter Threads

The Metaverse has nothing to do with 3D. The Metaverse doesn’t look like Minecraft, Roblox, or Otherside. The Metaverse doesn’t need VR/AR tech. The Metaverse won’t get you rich from…

What does that even mean? What is a “meta”? How big is it? How long does it last? What impact does it have? Everyone wants to know what the “next…

Update: If you would prefer a video version of this, here it is! The right metaphor is worth a million words. Explaining NFTs to people is hard. Most people, even…

What sort of returns can we expect in the NFT space? What’s realistic? What about in a loooong bear market? Is there any chance of making big multiples now? Is…

What’s the worst thing a founder can do to their NFT project? The quick answer, “to rug it”, is correct but also ambiguous. We don’t have an agreed definition of…

Every once in a while the meta changes. Catching the meta shifts early can pay off big. Imagine beginning investing in the PFP craze in May last year. Imho, the…

Moonbirds marks a turning point in NFTs. It’s not about @moonbirds_xyz specifically. It’s about the whole market. As an experienced startup person, I can see a pattern emerging here. It…

So you’ve landed a really great advisor for your project. They like you, they like the project, they’re keen to help. Then… nothing much changes? Making use of advisors is…

Most PFP projects are securities. We, and the SEC/FCA, need to embrace this. The sooner we do, the sooner we’ll be on our way to revolutionising startup fundraising in a…

Is it worth emulating my way of investing? Well, that’s up to you really. But I feel pretty good about it, and I get asked for advice by ppl on…