1/ @thesportsclubio| Utility NFT 🛠

The Sports Club is a technology platform created to empower communities on their love for sports.

In this thread 🧵, I´ll walk you through some key points of this project and why the biggest DAOs are INVOLVED. 👀

https://twitter.com/TheSportsClubIO/status/1528803456705867777?s=20&t=O7J1N1jhLg5k1ClJidqA6A

2/ Pitch

The Sports Club gives a reason for why a community would want to talk about sports via prediction games where people can join for FREE or via token ($DUST, $CRECK, $GV, $YAKU) and make prediction on sports games, the winners get majority of the prizes. 


✅ Historical, sports fans didn't have a reason to share their love, now they do
✅ The biggest DAOs are involved
✅ Team has HUGE experience
✅ PFP NFT
✅ Their MVP will be testable now
✅ More uses for community token
✅ Stake NFT to earn their token 

❓ Product is not fully deployed
❓ Price/Quantity unknown of the NFT
❓ Even if it is different from betting, people could consider that way and as not so innovative
❓ Regulatory

3/ Who are they?

The team is fully doxed, the founders Gio and Emanele have a huge experience and work together between 2012 - 2017 in Paddy Power Betfair (16 Billion Market Cap) and Sky Betting & Gaming (10 Billion Market Cap) as Managing Director and Digital Marketing Manager

Gio was also Southern Europe Managing Director for Uber.

Giacomo, Fabrizio, Vincenzo also worked in Betfair and Sky B&G on same time frame as Head of Marketing, Mobile App Specialist, Head of Product.

Team has Cumulative experience of 33 years in Gaming and Sports at C-Level roles, over $ 500,000,000 turnover generated, over 500,000 paying players, strong ties in Europe and US with the largest bookies, bettors communities and development houses

4/ Product - Teaser

https://youtu.be/mGU59zBdYqc

5/ Why a DAO would want to use it? 

+ Increase Community engagement around Sports
+ Increase the uses for your community token($DUST, $CRECK, $GV, $YAKU) or even for WL spots


6/ How can you be a part of it?

ᐅ LEAGUE MASTERS - 555 SOL - Rent for 55 SOL or Use 

ᐅ MVPs - TBD SOL-Stake to Earn

7/ LEAGUE MASTERS

The L.M are commercial licenses of the SAAS

ᐅ Lifetime access to create and manage games for your DAO. Earn revenue shares from the turnover generated

For Investors:
ᐅ Stake for 1 year to create an additional L.M
ᐅ Rent it to other DAOs at 55 SOL/Month

8/ MVPs

ᐅ PFP art
ᐅ Access to all Free-to-Play and token based games of Sports Club
ᐅ Premier access to WL and other rewards of partnerships with League Masters
ᐅ Stake to Earn Utility.

9/ Token

The token fuels all the ecosystem, they expect IDO of 1Bilion tokens to happen in the Q4 and the token will be used to:

ᐅ By Players, as entry ticket for big jackpot games and in others DAOs that dont have their own token

ᐅ By League Masters, for maintenance, and to unlock special features of their games (DAO-based skin, Free To Play mode, Additional Sports etc..)

10/ Question Marks 

ᐅProduct is not fully deployed
ᐅPrice/quantity is unknowned
ᐅEven if it is different from betting, people could consider not so innovative
ᐅEven if the team has experience on regulatory framework, this could always be a risk
ᐅCostumer interest is unknown

11/ Disclaimer

ᐅ I had a first call with the team together with @filsiopa where, I propose a lot of changes for which they end up implementing as they are extremely receptive to feedback. 

ᐅ I suggested the implementation to @communi3_io, @YakuCorp, 
@CubistNFT for which do I receive anything, I will devolve because I was not aware of their reward system at the time of suggestion.

12/ Conclusion


ᐅ As we can see, The Sports Club is creating a platform to increase community engagement and community token uses.

ᐅ The team has huge experience in C-Level roles in the biggest worldwide Gaming and gambling companies.

ᐅ The project is still super early, Price/quantity is unknown, tokenomics unknown, product stickiness unknown, regulatory risks also.

ᐅ They are extremely receptive to feedback and also before launching they got involved in the biggest DAOs to see how ecosystem works.

If you have any questions, send me a DM and I will forward to the team and try to add below their answers.

https://twitter.com/permissionlesol/status/1528364585895403521?s=20&t=ASobPpcDCchgWEF92EzKeg

You can read the unrolled version of this thread here: https://typefully.com/permissionlesol/fkUmRvB

The Sports Club

🟠 P2P RAFFLE the NEW META 🟠

@FamousFoxFed recently launch a permissionless RAFFLE system, where anyone can create a raffle for a list of tokens, including $FOXY, $ASH, $VIBE, $DUST and a lot more.

https://rafffle.famousfoxes.com/ 

Lets talk how you can take advantage of it 🧵

The lottery market is a huge for centuries, people are historically willing to pay a small portion to gain a big prize even if probability is very low.

The main factor for the rentability of the buyer or the seller is the amount received on ticket sale vs the Prize

USD amount on the Tickets SALE > PRIZE - SELLER is happy

USD amount on the Tickets SALE < PRIZE - Buyers have a good RisK/Reward

Seller dream 💸

✌️ Considering that people are willing to pay a small portion to gain a big prize, with right marketing strategy, the prize could be way higher than selling on the market.

Example, 3 hours to expiration

✌️ 880 Tickets SOLD
✌️ 0.25 $DUST per ticket
✌️ at 2$ per DUST
- 5% fee to FFF service (2.5% for FFF holders)
= 8 SOL

If the same NFT was sold on the market 4 SOL FP and with 10% Fees, the seller would receive 3.6 SOL

123 % bonus using the raffle

Buyer dream 💸

✌️ Considering there is NO MINIMUM tickets to be SOLD and the buyer cant edit or cancel there is a HUGE opportunity to enter raffles less popular on last minute as the: 

Total collected by the tickets < Prize

Example, 

✌️ 235 Tickets SOLD
✌️ 50 $FOXY per ticket
✌️ at 0.00648 $ per FOXY
- 5% fee to FFF service (2.5% for FFF holders)
= 1.4 SOL

If the same NFT was sold on the market 3.32 SOL FP and with 9% Fees, the seller would receive 3 SOL

50% loss

11/ Conclusion

ᐅ People are historically willing to pay a small portion to gain a big prize.
ᐅ A market research to understand the demand is very IMPORTANT. As a SELLER of the tickets is super relevant to make right marketing strategy with the token and collection choice.

ᐅ As a Buyer of the tickets is very important to try to choose the right rattles where the amount collected is lower than the prize as the risk reward is way more attractive and pray for a JACKPOT

Very exciting stuff. Congratulations to the foxes, what a fun feature! If you found this useful, please: 

1. RT and share with others!

2. Give us a follow @permissionlesol for more threads and tips!

You can read the unrolled version of this thread here: https://typefully.com/permissionlesol/s7uN2j4

🟠 P2P RAFFLE the NEW META 🟠

1/ Discord Shortcuts - TIPS and TRICKS


TIME IS MONEY, some TIPS to increase your PRODUCTIVITY 💸

If you are in more than 2 servers, this will be HELPFUL 🧵

2/ MY Favorite - Navigation Bar - Ctrl + k (Windows)/ CMD + K (MAC)

Use Ctrl + K to open the Quick Switcher. Start typing the name of the server. Click on it. Voilà.

No more need to scroll with the mouse. After you get used to it, this is a game changer. 

Additional Tips, Every time you open:

ᐅ You can click ENTER and you will go to your previous chat, super useful for copy+paste or to have 2 conversations at the same time

ᐅ Will also present you with the DRAFT message, not sent

Advanced tips, if you start typing with: 

*, will only show the servers
@, only users
#, only text channels 
!, only voice channels 

3/ Navigation

Between Servers: Ctrl ALT 🔼 or Ctrl ALT 🔽 / CMD OPT 🔼 (MAC)

Between Channels: ALT 🔼 or ALT 🔽 / OPT 🔼 (MAC)

Return to previous text channel: ALT ➡️

Jump to the oldest Unread Message: Shift PageUP

Emoji Picker: Ctrl E / CMD E (MAC)

Check all pinned messages: Ctrl P / CMD P (MAC)

Mark WHOLE SERVER as READ 🧠: Shift ESC

4/Toggle Mentions Popout

Easy way to check all mentions on all servers: CTRL I / CMD I (MAC), which shows your unread messages and mentions. I exclude "include @everyone and @role mentions". I check it daily every morning to get caught up. https://support.discord.com/hc/en-us/articles/360045027712-Inbox-FAQ

5/ How to generate Timestamp

Due to the time zone differences, it is super useful to use the command below to display the time according to each person's time zone.

<t:TIMESTAMP:STYLE>

Timestamp, you can get it here: https://www.epochconverter.com/

For Style, check table bellow 👇

6/ Discord ID > NAMES

To get Discord IDs you need to go to Settings > Advanced > Developer Mode. A user, server, channel, message has always a unique discord ID is not possible to be fake.

Right Click and copy the ID, you can also identify them, even if they are not on server.

7/ Have a Costume STATUS

You can leave a message with a reference:

ᐅ  Message that you are away until next week and answer as soon as possible
ᐅ  Creative message
ᐅ  Projects you hold

Click on your PFP - Set Costume Status - Define message and expiration

8/ 

That's it! If you found this useful, please: 

1. RT and share with others!

2. Give me a follow @permissionlesol for more threads and tips!

You can read the unrolled version of this thread here: https://typefully.com/permissionlesol/TYPq7WR

Discord Tips & Tricks

1/ @communi3_io | Utility NFT 🛠

Communi3 is a technology platform created to be the best support in empowering communities via a multitude of products and services

In this thread 🧵, I´ll walk you through some key points of this project and why people are paying 100k per lab👀

2/ Pitch

Communi3 helps the largest players in Web3 grow vibrant communities with a proven track record of increasing engagement in 3x-4x.
Their platform is highly customizable and compatible with over 20 different applications (e.g. discord, Twitter, youtube, even Fitbit).


✅ Product has been developed for 6 years
✅ Product market fit for Web3 with 96% Net Retention Rate
✅ Engagement increases 3x-4x creating a huge ROIC despite paying 5k-100k Monthly 
✅ @TheSandboxGame, @playbigtime, @SecretNetwork are clients 
❓  A lot of potential competition

3/ Who are they?

Communi3 previously known as IMP is one of the products of @OperaEvent, a 6-year-old Oakland-based startup, that also does Influencer Generated Content (IGC), a programmatic software solution to crowdsource video content to a 150k+ influencer network.

4/ TEAM

The company was created by specialists of Esports, Addtech, and Sales that previously worked on @EASPORTS, @HP, @TechCrunch, @TeamLiquid. Their Linkedin page says they have 41 employees and in a recent AMA, they disclosed they didn't turn any dev in over 2 years.

To the present date, they raised a total of 9M and, you can check this article from TechCrunch in 2020 after their 5M Series A raise https://techcrunch.com/2020/04/23/opera-event-closes-5m-series-a-for-its-esports-focused-influencer-platform/, it also explains some of their product use cases for Esports companies.

5/ Tools

ᐅ Tools to manage the community workflows (Self-onboarding, payments, verification marketplace, …). 
ᐅ Help to grow in social media.
ᐅ Monitor compliance regulations and possible issues.
ᐅ NFT Launchpad
ᐅ Wallet Verification
ᐅ Cross Promotion Marketplace

Overview of community members, their social sentiment, and reward them with Community token at the completion of questlines (e.g.participation on AMAs, Social Posts, youtube videos, walks via Fitbit), implementing a store where they can spend the token on items.

6/ Member Dashboard, Quests, Store Tools

https://youtu.be/gbni91xQsys

7/ @TheSandboxGame, they build a strategy document to help them:

ᐅ Increase the Engagement
ᐅ Finding Indie Developers
ᐅ Finding NFT projects
ᐅ Onboard Colleges and Universities
ᐅ Work with influencers and content creators

Sandbox is planning to spend 3x more in season 3

8/ Return On Investment

The clients see this product as a good ROIC despite the 5k-100K monthly cost because this is an accelerator.

For @playbigtime, after implementing the product they replace 10 people and increased significantly their social media engagement. 

9/ How can you be a part of it?

ᐅ The Laboratories NFT - 100 K $ entry for now

ᐅ MAD Scientists NFT - 2 SOL - 5001 Quantity - May 2nd

10/ The Laboratories

The Labs are commercial licenses of the SAS, each 10 NFTs gets more expensive and with lower perks

ᐅ Stake for 1 year to create an additional Lab
ᐅ Rent it to existing clients for $5k per month minimum
ᐅ Use the Lab to deduct $5k monthly of SAS cost

I hope that you now understand why people are paying 100K$ for labs when the minimum return in 12 months is 60K$ and, in case, that is staked for a new lab and those are worth 400k$ in a year, the return is even bigger. 

11/ Mad Scientists

They decided to create their own community to have thoughtful leaders that could bring new ideas, and new trends, promote the product, bring connections, and leverage that community to be on all corners of the Web3.

Holder Benefits:  

ᐅ 10 % of $SCI IDO will be allocated to Mad Scientist holders
ᐅ Costumers need to burn $SCI to have to access new features and to be onboarded
ᐅ WL opportunities for all WL partners
ᐅ Acess to B2C tools (To be launched)
ᐅ Additional Staking rewards

12/ ART

The art created by 12 artists is really unique, with huge detail, reall like it. Take a look for yourself 👇

13/ Conclusion



ᐅ As we can see, Communi3 is powering the biggest Web3 projects in increasing their social engagement and creating better connections

ᐅ The platform is already developed and will onboard even more users when they launch more pricing points and B2C feauters 

ᐅ The team is very experienced and could add more products and utilities in the future to the NFT (B2C, Marketplace)

ᐅ The risks are still at an early stage and future competitors could launch a more competitive solution but they seem to have ability to pivot if necessary.

Communi3

As an investor, I think it's important to understand your strengths and weaknesses.


1/ Some self-reflections here and what you should expect from me

🧵


2/ First and foremost, my background is in economics, audit, and tax. I have been a stock investor for some time, working as a tax consultant and doing research reports for an ex-citadel person that previously managed a team of 3 with a 200$ M long/short equity portfolio.

3/ I joined the NFT world after suggesting to $PLBY in January of 2021 to launch their NFT collection as would fit the brand well and they could monetize the archives.
In March of 2021, they become the first publicly-traded company to launch their NFT collection with @slimesunday

4/ Investing in companies is THE #1 thing I think about and live, eat, and breathe. 

I spend a stupid amount of time searching for new opportunities in Stocks/NFTs because I really enjoy finding hidden 💎

5/ Considering that most of my investment opportunities are made without conventional wisdom, I think I do a good job of avoiding the irrational exuberance of the crowds where people get too devoted to a concept in which normally bubbles are formed.

6/I normally open positions when I identify mispricing in the market this could be a valuation, product, or ability of a business to compound for a large amount of time.

My positions are normally closed when everyone else reaches the same conclusions and I see information parity

7/ This hurts me a bit on NFTs considering that an exciting and euphoric state increases the funds for the project via royalties and also the ability to sell cross-collections, therefore, making the Ods of a project success higher, even if is just people pumping each other bags.

8/ I do a good job of being balanced and not judging anyone, in 99% of things there is always a reason behind it.
I can always see the positive or negative side of things, trying to have a middle ground for everything.

9/ F. Scott Fitzgerald once said: “The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to function.”


10/ Considering that I manage my own money and don't need to answer to anyone, I am bold in making high concentrated bets when I see a huge opportunity. 
If you make 4 bets with 50% Odds of success of 5x upside and 50% downside, the ponderated upcome is a return of 175%.

11/ As NFTs are more comparable to Seed round where the main focus is the product, don't expect from me the ability to have a huge insight on products and have the ability to audit code. 

12/ I don't have a huge experience in DeFi either, so I'm not the best person right now to evaluate these products and compare them with other options on the market.
I have the perseverance of making a ton of work on the stuff that I wanna learn and access risk with the unknown.

13/One of my strengths, as shown in the $PLBY example, Is having a ton of ideas on how to implement new solutions that could generate a good ROI

As such, I orient most of my thinking around how I think this company could become a little better every day,there is a scalable path?

14/Despite creating a ton of value with suggestions that generate a good ROI for others, I do an extremely bad job for myself.
100% of my network was created by saving 90% of my job income (that is 20% above minimum wage despite the qualifications)and compounding it via investing

15/ I attempt to control my emotions, stay open-minded, hold opposite extremities, not fall in love with a narrative, having conviction and strong opinions but hold them with a weak hand, forcing myself to change my mind when the facts change.


16/
If you're still with me, enjoy your day!



Sefl-reflection can help you understand better your weaknesses and blind spots that you need to improve.


I hope this thread gave you an understanding of mine and what you should expect from me.

17/ My Investing Framework 

https://twitter.com/permissionlesol/status/1486365315080536064?s=20&t=KiIradloLyzsuleW0WvdKg

You can read the unrolled version of this thread here: https://typefully.com/permissionlesol/KMyFcY3


Sefl-reflection

Let's talk about some upcoming projects that have my curiosity! 👀 
@droidcapital @HoneylandGameFi @TheStonedFrogs
@playeverseed @crossmint_io @azragames @TheDataShift @SnapShotsNFT@Wobblebug @TheSportsClubIO🧵

1/ @droidcapital will give access to a VC fund to take advantage of these inaccessible opportunities for retail crypto investors.

Holders will also benefit from the great deep research on their server, they are also doing a great job on allocating WL.

2/ @HoneylandGameFi is a strategy and resource management game, gamified DEX, and open ecosystem. Working on the composability of integrating a ton of games inside and being interoperable with other chains, the project also has big backing and doxed team.


3/ @TheStonedFrogs, 420 Meta, this one is working on so much stuff, mint price even seems low😅. P2E Game, Staking, IRL Coffe Shop, Cannabis Farm, Online Store, holders receive royalties. To note that the lawyer's specialists were present and answering questions on their AMAs.

4/ @playeverseed, a team of veterans from Riot Games that is working on an interesting MMO game, their approach to WL and Web3 is also super interesting. Check a little teaser: https://www.youtube.com/watch?v=mWuzyEHMxpg

5/ @crossmint_io, I did 2 threads on this project, feel free to check them 👇


https://twitter.com/permissionlesol/status/1511324563228934155?s=20&t=WjmAPl3T0XUojSS9Jbk2Qg

6/ @azragames, a team of veteran gaming developers, their CEO, created the Star Wars game that reached over $1B, and was the top EA mobile game for 6 yrs. 
Also for the first time, @solbigbrain is an advisor for a project 👀

7/ @solpaystore is building a suite of tools and ecosystem, the first product is a WordPress plugin that let merchants accept crypto payments with no fees. Their end goal is to build an ecosystem with their own tools but also integrate from others (applestore for crypto payments)

8/ @TheDataShift will let people monetize their data (Instagram and other sources), minting an NFT with that DATA and sending specific tokens (information) to certain pools, and getting rewarded when advertisers buy that pool.

9/ @SnapShotsNFT, well-looking metaverse and Demo releasing before the mint. Their previous mint is also doing super well. 
 

10/ @Wobblebug will allow fans to own a piece of a DJ's career, by staking you will have access to rewards of the proceeds from the music streams, shows, and other types of revenues. 

11/ @TheSportsClubIO, a decentralized sports and prediction game that will give the ability for communities to create their own leagues for prediction (Football, NBA others) and win rewards. I had a ton of ideas for implementation when talking with their team, super interesting.

12/@communi3_io is a technology platform (over 5 years) with huge clients @TheSandboxGame that pay 5k-30k monthly to make communities better. The tools include self onboarding, payments, verification, marketplaces, social media integration, gamification questlines, and others.


This last week, I started to interview some projects to be able to do a better DD on them however is impossible to find everything alone, therefore this does not constitute financial advice and is only my personal opinion, always DYOR

I took this idea of thread from @softmoneyinc, which does an amazing job of summarizing great upcoming projects.

If you enjoy it, let me know in the comments if I should do it more often or if you want a deep dive on any of them.

You can read the unrolled version of this thread here: https://typefully.com/permissionlesol/tWHwhtH

Upcoming Mints

1/ CrossMint | Utility NFT 🍀

Get a cup of coffee. 

In this thread 🧵, I´ll walk you through a exciting upcoming NFT project with the ethos of simplifying process and helping creators onboarding new users to the ecosystem, @crossmint_io.

2/Pitch 

This is a Stacked Team that will keep innovating, adding future products and the NFT collection will carry value in all CrossMint ecosystem.

✅ Free Mint
✅ Working Product (+120 projects already used them)

✅ Great value proposition to Projects (B2B) 
✅ Team has huge experience on scaling major products (e.g. Google, Whatsapp, Facebook, Amazon)
✅ Ability to implement new products as they keep innovating

3/ Pay with CrossMint

Is their first major product, implement a credit card on the mint website easily, increasing  the demand and facilitating the purchase for the buyers. Already, crossed $6m in annualized GMV

Check my previous thread 👇
https://twitter.com/permissionlesol/status/1511302104845103106?s=20&t=ZyIQcoZxo3JTcqCJUU9I0g

4/Founders



Alfonso was the PM for Google in the famous "i´m not a robot" reCAPTCHA and PM for WhatsApp, helping scale from 1 to 2B users. https://linkedin.com/in/alfongj/
Rodri, eng. with experience Mckinsey, Clarity.ai, Atomico VC, Stanford MBA. https://www.linkedin.com/in/rodrifernandez/

5/ Team and Investors

Team has more 22 hard workers from e.g. Amazon, Riot Games, McKinsey, BCG, Mastercard, Wells Fargo, Stanford, Harvard, Berkeley.
And more than 15+ early investors that where early in Paypal, Square, Affirm, Revolut, Ramp, Plaid, coinbase and other unicorns!

6/ Other Products

ᐅ Free to use, wallet collection and token distribution
ᐅ Airdrop NFTs to your people, using their emails addresses, even if they don't have wallets!
ᐅ Generate QR codes for token-gating physical events to reward participants

7/ Non Disclosed products

The team is not disclosing other products because of competitive reasons but it is clear that they are working on way more. On their medium page says" Help us develop Discord bots to empower project teams". They are Months old!

8/ Community Integration

As the community is a important part of sharing the vision of making NFTs accessible to the masses, their collection will be minted partially in ETH, Solana, and Polygon 🔥

They have a track record of rewarding early supporters👇 https://twitter.com/crossmint_io/status/1486911187182780421?s=20&t=xOvaCY7rWYlraEwPvmX-oA

9/ 1st Drop: Gardeners🌱


A small supply of 600, dropped to most dedicated members, the benefits include: 
ᐅ Automatic WL to CrossMint powered projects
ᐅ Discounted on crossmint fees, future products and tools
ᐅ Gardener referral Program (Unboard projects and get rewarded)

10/ 2nd Drop: Botanists 💻

Supply between 1k-5k, dropped to developers, writers, who contribute to help grow CrossMint and the NFT space, the benefits include: 
ᐅ Access to their developer community, tech talks, events
ᐅ Further benefits with future products

11/ 3rd Drop: Crossmint Fans 🧑‍🤝‍🧑

Supply between 1k-5k, for OG members who support CrossMint, no details for now on utility but will carry benefits on all CossMint products and on the company as a whole.

12/ Honorable mentions of previous threads made by my friend 
@NFTeo19

https://twitter.com/NFTeo19/status/1510202834687565835?s=20&t=MI976HAgZLiSaW23MhRtOw


CrossMint NFT

1/ Utility META: Inside vs Outside Ecosystem Investments

Since February the market has changed a lot and the vast majority of successful projects are tools, DeFi and other projects with real utility, however, there are some points to be considered🧵

#NFT #SOL #Solana #SolanaNFT

2/ Inside Ecosystem Investments

This means projects are strictly dependent on the NFT market to be successful, some of these utility investments include: 

ᐅ Launchpads
ᐅ Escrow
ᐅ Lending protocols to NFTs
ᐅ Marketplaces
ᐅ Organization Tools
ᐅ Alpha Groups
and others

3/ Inside Ecosystem - Questions

In these cases, you need to ask yourself if you truly believe in NFT market. 
If you don't believe this, your assumptions reflect that these products do not solve a future need, and therefore you believe they will become worthless projects.

4/ Outside Ecosystem

This means projects that deliver goods and services are not strictly dependent on the NFT market to be successful

In these cases you always have to reflect: 
ᐅ The valuation you are paying makes sense
ᐅ Why the project is launching an NFT vs VC/IDO money

5/ Outside Ecosystem

I am personally super interested in Outside Ecosystem projects that's why you have seen me talking about:

ᐅ @888anonclub since day 1
ᐅ @JinkouNFT with 30 discord members
ᐅ @AncoraPay with 100 discord members
ᐅ @HawksightCo in January

6/ Final thoughts

In my case, I believe in the market however I still see a lot of pain in front, therefore, I am looking to be peaky on the insider ecosystem and being more aggressive in searching for outside ones, and investing depending on valuation, product-market fit. [...]

[...]

Outside ecosystem investments in my opinion end up being much more complicated to evaluate and you need to view it more as VC.


Please stay safe. Enjoy your day!

7/ Investing Framework

https://twitter.com/permissionlesol/status/1486365315080536064?s=20&t=-jEI9OANs07BhfN45bEtAg