Newsletter
State of Play: Web3 Fundraising in H1 24 💰
Trends: AI x Crypto convergence, gaming as an entry point & focus on early stage.
Sangam Bharti
Newsletter
Hollywood's New Star: Artificial Intelligence
AI is transforming Hollywood from scriptwriting, to visual effects, audience analysis, and personalized viewing. How AI will reshape the industry.
Newsletter
📝#84: Disney 2.0
Animoca Brands partners with TON. Pudgy rebuilds Disney. Louis Vuitton's new phygital. Balenciaga & Coach enter gaming. Ferrari accepts bitcoin. Spot ETH ETF launches in the US. Meta's new LLM.
Newsletter
📝#83: A Pivotal Moment
Versace goes Fortnite. Vans goes Roblox. Pudgy Penguins's new Telegram mini-game. Doodles launch movie. Blackrock doubles down on Bitcoin. US 210,000 strategic Bitcoin reserve? SEC approves ETH ETFs.
Signals
Polymarket: The Truth Machine
How the world’s largest prediction market is revolutionizing "truth-finding," why it has grown 100x since January, why Biden might drop out, and the opportunities for brands.
Newsletter
📝#82: Sports, Payments & Politics
Manchester United brings “digital” kit to 77M Gen Z Roblox users. Meanwhile, Coinbase & Stripe aim to bring payments to the masses.
Newsletter
Coinbase Base: The New Darling of Web3 Consumer
Newsletter
📝#81: Adidas' NFT Revival
Hey, it’s Marc. ✌️ In this week’s field notes, your 100% signal in Web3: * Adidas’ is back in NFTs * Walmart goes Roblox * Memecoin launchpad Pump.fun beats Ethereum * OKX enteres Web3 gaming * Sony launches crypto exchange * Nubank brings Bitcoin lightning to 100M customers * SEC sues ConsenSys * VanEck and 21Shares
Signals
Telegram: The Next Big Consumer Platform for Brands?
If you haven't, you should pay attention.
Newsletter
📝#80: Chasing Consumers
Hey, it’s Marc. ✌️ This week’s field notes, your 100% signal in Web3: * Pudgy Penguin announced its parent company, Igloo Inc * Solana launched new feature that could bring Web3 to millions * OneFootball (230M active users) and Animoca Brands launch 'OneFootball Club' * Standard Chartered’s new spot crypto
Newsletter
Solana brings Web3 to Web2 With New Feature
Click, connect, convert: How Solana's new feature "Blinks" simplifies blockchain engagement.
Newsletter
GameStop 2.0 🎰
A glimpse of why Memecoins could be a big opportunity for brands.