Whales Travel in Pods

Blubber Notes #9 - Alpha for Future NFT Whales

Dear Future Whales,

NFT market sentiment is still quite chilly. I get the sense from speaking with peers and fellow NFT enthusiasts that the crypto winter has really taken hold. We’ve previously discussed the idea that true builders continue to innovate, but my questions for you future whales are: Have you continued to build your understanding of the space? Have you kept up with recent developments? Could you use a reminder on why NFTs are still exciting?

With this in mind, I’ve included two podcasts below and carved out the exact portions that total up to 40 minutes of pure education and entertainment. Try to knock these out this week! I also include some Alpha and even have a question for you at the end. It’s not a quiz!

Summary of today's notes:

1. Must-listen podcasts

2. Alpha Leaks

3. Question for you

Featured Pods: Take only 40 minutes to get up to speed on the latest in NFTs.

Investing in NFTs: History, education and what drives value in in NFT categories

Let’s start with Andrew Steinwold’s pod: Investing in NFTs. Andrew covers his background in the space, a discussion on Crypto OG’s adoption of NFTs and what drives value in NFT categories. If you’re limited on time, see the best 20 minutes broken out below.

• 7:55-11:18 - A snapshot of the NFT market today and why NFTs are intriguing.

• 11:18-18:00 - Why are Blue Chips holding up? The initial thinking was that people would want to buy groceries, but we’re just not there yet.

• 49:00-53:00 – Real-world NFT use cases

• 57:00 - end – The most exciting developments tied to sustainable in-game economies and improved user onboarding into web3.

Educational Podcast: The Truth About NFT Royalties

It’s only 19 minutes, so listen to the whole pod! Royalty fees are a hot topic in the web3 community right now. Sudoswap’s new marketplace decided to not honor creator fees, which are not enforceable on chain. They also charge a smaller transaction fee than competitors which is having a major effect to Marketplace volume. This podcast breaks down what occurred and the options going forward.

Alpha Leaks -

Free Solana! - For any of my readers who have the Phantom Wallet DApp, you can now burn “Scam” NFTs sent to your collection for small amounts of Solana. If you’ve had Phantom in the past few months, then you likely have a few that will qualify. Read more about it here.

Jadu AVAs - Jadu is building an AR gaming platform with the help of “Transformers” director, Michael Bay. Watch the 2-minute trailer! Over 11,111 AVAs will be minted on 9/7, and you can find them here after the mint begins. This team has solid funding and have already demonstrated proficiency in creating an organic community. They’ve also led successful mints and most importantly, support an open-metaverse. Jadu AVAs could be a great scoop!

My question for you:

Help me give you more of what YOU want! Please tell me what topics are of most interest to you!

Authored by Matt Bartlett, CAIA. Follow Matt on Twitter @MattBartlettVE.

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