Aug 3, 2022
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On this episode of Overpriced JPEGs, Carly brings on NFT thought leader— and shitposter - Degentraland.
Previously with Goldman Sachs, Degentraland’s macro insight is as strong as his pulse on NFTs.
Carly and Degentraland cover inflation, interest rates, and equities, while also getting into a framework for valuing NFTs, the Doodles business model, and why Degentraland is so bullish on Otherside Meta.
Enjoy!
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Timestamps:
0:00 Intro
3:54 State of the Market
6:49 Inflation & Interest Rates
12:00 Equities & Crypto Coupling
16:20 Blue Chip NFT Investor Savviness
18:45 NFT Valuations & Corrections
20:10 Value Propositions of PFPs
24:47 NFT Utility of the Future
32:05 Looming Credit Crisis?
35:19 Obstacles to Mainstream Adoption
38:56 Doodles & The Future of Scalable Chains
44:35 Ethereum Sharding & Flow
51:15 Early NFT Holder Value Accrue
1:00:28 Explaining the Metaverse
1:11:01 The Bull Case for Otherside Meta
1:16:04 Yuga’s Biggest Obstacles
1:21:48 Bear Market Strategies
1:25:09 Closing
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Resources:
Degentraland
https://twitter.com/Degentraland
Degentraland’s Otherside Meta Thread
https://twitter.com/Degentraland/status/1549054856681271298
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