How this $100M NFT Fund Identifies Winners
Frameworks and Taxonomies for the NFT Investor
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Executive Summary
Sfermion is one of the few institutional funds that is actively setting up thematic funds within the NFT vertical, and as of November of last year has raised over $100M from the who’s who of Silicon Valley and finance.
For this week’s research brief, we spoke with Managing Partner Andrew Steinwold and examine how one of the first and earliest NFT funds in the world evaluates NFT assets as investments.
At the end of the post, we will provide readers with under-the-radar tools seasoned NFT investors use to make educated decisions, as well as a list of important tastemakers, not shared in our public interviews.
Breaking NFTs Down Into Subsectors
Today, NFTs can be broadly classified into the following four categories, each with unique value drivers that investors should focus on.