Nick Tomaino and Richard Chen are partners at 1confirmation, a crypto venture fund with $75M+ in assets under management (AUM).

In this episode, we explore the relationship between narratives and fundamentals in the space.
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Topics Covered:

0:00 Intro
3:05 How this bull market feels
10:57 1confirmation's Thesis
14:40 Authenticity
18:26 Crypto-Natives vs. the fakes
26:05 Authentic 'ETH Killers,' Fake VC Chains
38:58 BinanceChain
43:53 Narratives vs. Fundamentals
49:30 On-Chain Verifiable Authenticity
1:01:00 MaRkEtS aRe eFfiCiEnT
1:05:07 Narrative Bull, Fundamental Bear
1:10:31 Dune Analytics & Data
1:20:25 What's The Next Big Thing?
1:24:02 The Changing Landscape
1:33:13 Bull Market Predictions
1:39:32 Closing & Disclaimers

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Resources:

Nexus Tracker
https://nexustracker.io/

Richard's Superrare dashboard
https://duneanalytics.com/rchen8/superrare_4

Crypto Art
https://cryptoart.io/

Three Underrated Predictions
https://thecontrol.co/under-the-radar-product-trends-2020-recap-and-2021-predictions-61125c98415

Dune Analytics Blog: The Revolution Will Not Be Reported Quarterly https://duneanalytics.com/blog/revolution-not-quarterly

1confirmation
https://www.1confirmation.com/

Nick on Twitter:
https://twitter.com/NTmoney?s=20

Richard on Twitter
https://twitter.com/richardchen39?s=20

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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures

56 - Authenticity in Crypto | 1confirmation

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56 - Authenticity in Crypto | 1confirmation