Utility Meta: Inside vs Outside Ecosystem Investments

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