I'm starting to dig into sports x web3 as a potential investing thesis. Rationale: 

(1) Dapper + Sorare two of the most successful web3 projects

(2) legalization of NIL and gambling create new market forces that web3 may creatively solve

(3) team ownership a real use case for DAOs with interesting ripple effects

Founder of venture DAO Chainforest (www.chainforest.xyz). Also treasury Co-Lead @ FWB. Liftcaster. Fashioncaster. Dadcaster. NYCaster. NBA Caster.

As someone who’s spent years in the sports space, many have tried so far & none have succeeded in a sustainable way yet, imo.
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Huge opportunities with many traps. The big players are coming, quickly and decisively (Amazon, Fanatics, et al), so best act fast.

VC analyst investing in HPC and Life Sciences

I write — http://pursuit.beehiiv.com

cs & english @harvard | 🇺🇸🇰🇷

From what I've seen, SoRare seems sustainable. That's because the underlying game is really good and skill-based. The retention numbers are off the charts. 

Agreed on TopShot.

I need to look into it more. Concept seems promising, but I’m curious if cards are basis* (1/2)
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The licensing is a huge get, although that’s no guarantee of success. For example, I think TopShot won’t last & would be toast already w/o the exclusive NBA investment/partnership.