The Blockcrunch Podcast

Why This Fund is Investing $100M into NFTs - Andrew Steinwold, Sfermion, Ep. 194


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Sfermion is NFT-focused fund with managing partners that were early investors of OpenSea

Recently, they raised a $100m fund aimed at accelerating the emergence of an open, decentralized metaverse. In this episode, Founder Andrew Steinwold shares with us:

  • What are the 4 NFT sub-markets and their different value-drivers
  • How they analyze NFT-investments and Valuation Frameworks as a professional
  • Which NFT vertical has the most potential

Host: Jason Choi @mrjasonchoi . Not financial advice.

------------ Timestamps -------------

(00:00:00) – Introduction

(00:00:22) – Sfermion NFT Fund & Founder Andrew Steinwold

(00:03:58) – Why Specifically NFTs & Why Is He Bullish on NFTs?

(00:12:56) – Investing in NFT vertical

(00:14:53) – 4 Sub-Markets of NFTs

(00:17:11) – Case Study on Somnium Space & CryptoVoxels

(00:22:35) – NFT Valuation Framework

(00:29:00) – NFT Vertical With The Most Potential

(00:36:12) – Metaverse & Competition Between Web 2 & Web 3

(00:44:44) – NFT-Collateralized Loans

 

----------- Sponsors -------------

 

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----------- More Resources ---------

 

Guest

Andrew Steinwold's Twitter: https://twitter.com/AndrewSteinwold

 

Sfermion's Twitter: https://twitter.com/sfermion_

 

Sfermion's Website: https://www.sfermion.io/

 

Blockcrunch

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi’s Twitter: https://twitter.com/mrjasonchoi

Blockcrunch VIP: https://www.theblockcrunch.com/vip

 

------------ Disclosures -------------

 

Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries

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