Posts tagged Flashbots
User-Generated Finance and Cultural Financial Instruments, via Snoop Dogg, Dapper Labs, and $1.5B Decentralized Social
User-Generated Finance and Cultural Financial Instruments, via Snoop Dogg, Dapper Labs, and $1.5B Decentralized Social

The structure of capital markets precedes the innovations that come from it. High frequency trading, passive ETF investing, SPACs, and crypto assets all telegraphed their value proposition before becoming large and meaningful in scale. We are now seeing a new market shape emerge, one that starts with community and builds up into financial instruments that are cultural and social. This analysis looks at the most recent developments in the overlap between decentralized social and cultural work and related financial features.

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exchanges / cap mkts, visual art, NFTs and digital objects, metaverse, identity and privacy, social & community, marketingLex SokolinSnoop Dogg, Gordon Gekko, Flashbots, Chromie Squiggle, Crypto Punks, Legg Mason, TikTok, Sorare, Palm Protocol, Dapper Labs, Friends with Benefits, Lil Miquela, BitClout, DeSo, Loot, Nouns DAO, SharkDAO
Marqeta's $300MM of revenue & Ethereum's $20B in ann. transaction fees highlight opportunity and industry structure
Marqeta's $300MM of revenue & Ethereum's $20B in ann. transaction fees highlight opportunity and industry structure

This week, we cover these ideas:

  • How market structure determines the types of companies and projects that succeed

  • A walk through Marqeta’s economics and business model, and how Square’s Cash App and DoorDash were needed for success

  • The emerging $10B transaction revenue pool on Ethereum, MEV, and the changes to mining and gas

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decentralized finance, paytech, monetization / commercial, entrepreneurship, IPO / SPAC, exchanges / cap mktsLex SokolinMarqeta, Square, DoorDash, Ethereum, MEV, Klarna, Flashbots, Polygon / Matic