Released November 12th, 2021
Eric Golden - Bored Ape Yacht Club
Eric Golden is a former Portfolio Manager at Fidelity. We cover the Bored Ape Yacht Club in detail, use Bored Apes as a lens to understand how NFT projects are creating strong membership communities, and explore the tools projects are using to differentiate themselves.
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Bored Ape Yacht Club: Web3 Research
Learn about BAYC's genesis, value proposition, and secret sauce in our research prepared ahead of Patrick's conversation with Eric.
Jesse Walden - A Primer on NFTs
A conversation that covers the basics of what an NFT is, what new creative paradigms they may unlock, and where we are in the hype cycle.
Chris Dixon - The Potential of Blockchain Technology
Chris is a general partner at Andreessen Horowitz. We cover Chris's overall thesis for investing in the cryptocurrency space, the opportunities and limitations of blockchain applications, and why this is the most interesting area for investing and building over the next 10 years.
JPEG Summer
Kevin Rose’s interview with DCInvestor covers the gamut on the financialization, valuation and cultural significance of NFTs.
The Rise and Rise of the Bored Ape Yacht Club
Comprehensive overview of the origin story and cultural ethos of BAYC.
Bored Ape Madness with The Infatuation’s Andrew Steinthal
Jason Calacanis' interview with a BAYC community member, covering financials and brand considerations.
Status Monkeys
Packy McCormick analyzes NFTs using Eugene Wei’s Status-as-a-Service framework.
NFTs and a Thousand True Fans
An explanation of how NFTs change creator economics, allowing them to monetize their work more efficiently than ever before.
How NFTs Create Value
An exploration of NFTs as a tool for market design, NFT ecosystems and how these businesses can succeed.
NFTs as Financial Assets, Status, Identity, Community and Fun
An outline of how NFTs can serve a different set of jobs for different people.
Why NFTs Aren't the Next Asset Bubble
An argument for why NFTs as a technology will remain relevant in the future, whether or not individual projects survive.
Why People are Paying $100K+ to Change Their Profile to a Digital Ape
A recap of the history of the BAYC, analyzing the principles that made it a phenomenon.
NFT Projects are just MLMs for Tech Elites
An impartial review of NFT business models drawing comparisons with multilevel marketing schemes (MLMs).
The Web 3 Playbook: Using Token Incentives to Bootstrap New Networks
Chris Dixon’s tweetstorm on the trade-off between financial utility and native app utility at different stages of bootstrapping networks.