Welly
@welly
Speaking to a large (>$500M AUM) VC yesterday who is bearish on web3 consumer (gamefi, socialfi) in this market. Strong preference for infrastructure and middleware. Who strongly agrees/disagrees?
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ryodogg
@ryodogg
Boils down to whether or not those businesses solve a real customer need or desire. It will be hard for ponzi-type businesses that rely on new money coming in to drive engagement.
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