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Rethinking the PFP thesis
To become an enduring brand, you need to play the long game.
Teng Yan
Mar 13
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Rethinking the PFP thesis
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The NFT Liquidity Trap
Liquidity conditions for NFTs today are highly exceptional. There ain't no free lunch.
Teng Yan
Mar 6
4
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The NFT Liquidity Trap
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February 2023
The Bitcoin Magic Trick
Ordinals kicked off a flurry of interest in Bitcoin NFTs. Crypto always finds a way to surprise.
Teng Yan
Feb 10
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The Bitcoin Magic Trick
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January 2023
My Market Outlook for 2023 (NFTs)
Liquid NFTs are an intriguing opportunity. The winners will be massive, beyond our imagination.
Teng Yan
Jan 12
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My Market Outlook for 2023 (NFTs)
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December 2022
The NFT Discovery Problem
We are reliant on good taste, until the infrastructure and applications around identity, social and NFTs mature.
Teng Yan
Dec 18, 2022
2
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The NFT Discovery Problem
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Art NFTs: Low Belief Needed
Art thrives in low Belief Rate environments.
Teng Yan
Dec 12, 2022
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Art NFTs: Low Belief Needed
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November NFT Highlights, Spotify & Creator Royalties
Also: Uniswap Launches its NFT Aggregator
Teng Yan
Dec 4, 2022
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November NFT Highlights, Spotify & Creator Royalties
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November 2022
Post-FTX Fallout: Transparency Over Translucency
NFT teams & their communities have a symbiotic relationship, which is critical for transparency
Teng Yan
Nov 21, 2022
1
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Post-FTX Fallout: Transparency Over Translucency
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October 2022
Fandom Reimagined: K-POP in the Metaverse
Rabid fan culture in Asia means its primed for takeoff with NFTs
Teng Yan
Oct 18, 2022
2
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Fandom Reimagined: K-POP in the Metaverse
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September 2022
What's Next for PFPs?
Now that the speculative mania has subsided, where do Bored Apes, Doodles, Azukis and other PFPs go from here?
Teng Yan
Sep 16, 2022
6
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What's Next for PFPs?
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December 2021
Right-Click Save #2: Culture is a meme. So are NFTs.
NFTs are the bridge between culture and monetary value. As digital, material representations of a set of values and beliefs, they can drive powerful…
Teng Yan
Dec 2, 2021
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Right-Click Save #2: Culture is a meme. So are NFTs.
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November 2021
Right-Click Save #1: A framework for thinking about NFTs
Why NFTs are different, what drives narratives + value. And a simple ontology for NFTs
Teng Yan
Nov 12, 2021
1
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Right-Click Save #1: A framework for thinking about NFTs
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