Animoca Brands
summary
Argues that tokens function as tokens as network effects rather than simple fundraising, with institutional capital now meaningful: Bitcoin ETFs $50–60B and institutions currently low single digits but 60% plan allocations in three years. Notes explosion of supply — platforms flag 120,000 new tokens a week and millions of small networks — and says projects must show concrete adoption, pricing-driven discovery, and clear institutional-friendly road maps. Differentiates VCs with liquid balance-sheet pools from mandate funds that must sell, and stresses measurable partnerships, on-chain activity, and searchable research.
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