Folius Ventures – Analyzing BLUR, MKR, and friend.tech with Jason Kam | Fundamentals ep.70
In this episode of the Fundamentals podcast, we’re joined by Jason Kam, the founder of Folius Ventures – a fund that invests in, evangelizes, and builds web3 initiatives.
Listen to the episode
We discuss Folius Ventures, their investment strategy, and how they approach the market. We speak about project discovery, due-diligence, decision-making, and the role that data plays in analyzing investment opportunities.
We then move on to speak about Jason’s thoughts on Blur and the NFT market, MakerDAO and his thesis on an MKR trade, and also explore the new hot thing in web3 social, friend tech.
Tune in for a great discussion about how Jason views and analyzes different investment opportunities and market sectors in crypto, and how he leverages his prior TradFi experience to gain an edge in the market.
01:40 Folius Ventures: fund overview, strategy, mission
03:37 Investment discovery process
05:28 Due-diligence and decision-making
09:40 What role does data play in the investment process?
12:41 Thesis on BLUR and the NFT marketplace sector
18:34 Competition and the future of the NFT marketplace sector
21:07 How should an investor view the creator royalty debate?
23:54 The MKR trade: is owning MKR akin to having equity in Circle and Tether?
28:31 How actively does Folius Ventures trade vs. buying and holding? 29:55 friend.tech & web3 social – Jason’s thesis
36:58 How does Jason stay up to date with everything going on in the market?
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