@Drew
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wow NIH grants fell off a cliff. suspect this is due to the policy change enforcing lump-sum grants vs. dragging across many years, and the govt shutdown impact
what about non-US agencies like CIHR and ERC etc, curious if those are trending similarly or if this is structural change in US
curious what's the detail on the proven revenue?
funding != rev. are the contracts tests or cash changing hands?
Approx. what % of the [ETH] market is WETH/wrapped assets?
Who are doublezeros target customers? Performant chains only? Or also competing for old school businesses fiber needs
"After the Challenger space shuttle exploded, it took the market 21 minutes to identify the company responsible — Morton-Thiakol"
wow
Love me some campbells soup.
"lopsided performance is why companies are struggling to integrate LLMs"
+1, until the AI is perfect with math, enterprises will continue to adopt as a fund tool in the sandbox or supplement with a calculator
"The Starbucks Odyssey Discord server"
Starbuck's discord server appears to be working, why did others fail?
"but has managed to settle at a floor price of ~0.15 ETH"
why should brands care about the floor price of their NFT collections?
"And so this is the holy grail of Web3 and NFTs — giving brands the power to connect with their customers more closely and co-create with them."
I personally love physical, in real life experiences where I can walk away with a permanent digital momento.
"To conclude, we would like to provide a high-level framework for brands to consider when designing their NFT strategy:"
From a business perspective, these two values:
(1) Net margin (profits generated from Web3 initiative); and/or,
(2) Diluted CaC (effect of Web3 spend in driving down advert spend)
"Conclusion"
If a brand were to launch an NFT strategy today, how dependent are they on technology and UX risk?
So this to say, if a brand were to develop a strong NFT strategy, is the blockchain infrastructure ready to support easy onboarding, fiat payment flows, and interconnection with existing web2 tech? Or would the brand be limited to addressing the existing crypto-native market of customers with its strategy.
"On-chain activity"
If I'm a brand, how is permanent on-chain activity a "treasue trove" compared to a brand's salesforce CRM with each customer's email and tshirt size and mailing address?
In my mind, on-chain data has hardness properties that implies some deeper connection. Is this valuable?
"very low marginal costs (and nearly negligible if you use compressed NFTs on Solana), this can be done using free or cheap mints as a gateway into their brand community"
It would be interesting to see the cost profiles for (a) paid Facebook ads (b) influencers and (c) NFTs. Is CaC the right metric, or simply gross/relative advert spend the right way to think about this?
Zooming ou from the tech, what do we think potential crypto killer app(s) will come from? (think: inflows) Some nondescript examples below:
Curious what we think these applications are, that are only/uniquely enabled by crypto? From here, we can think about what L1/2, teams, dependencies are required to build it.
"CowSwap offers a glimpse of the more capable DEX offering that is possible through hooks and intent based architecture."
this is a 0-1 unlock for institutions, ability to run twaps via a best execution platform like cowswap
