Teng's Thoughts

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The AI Art Explosion & March NFT Highlights
Google Search Interest for AI Art has grown >13x in a year
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Teng Yan
1
March 2023
Rethinking the PFP thesis
To become an enduring brand, you need to play the long game.
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Teng Yan
1
The NFT Liquidity Trap
Liquidity conditions for NFTs today are highly exceptional. There ain't no free lunch.
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Teng Yan
2
February 2023
The Bitcoin Magic Trick
Ordinals kicked off a flurry of interest in Bitcoin NFTs. Crypto always finds a way to surprise.
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Teng Yan
1
January 2023
My Market Outlook for 2023 (NFTs)
Liquid NFTs are an intriguing opportunity. The winners will be massive, beyond our imagination.
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Teng Yan
5
December 2022
The NFT Discovery Problem
We are reliant on good taste, until the infrastructure and applications around identity, social and NFTs mature.
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Teng Yan
Art NFTs: Low Belief Needed
Art thrives in low Belief Rate environments.
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Teng Yan
3
November NFT Highlights, Spotify & Creator Royalties
Also: Uniswap Launches its NFT Aggregator
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Teng Yan
November 2022
Post-FTX Fallout: Transparency Over Translucency
NFT teams & their communities have a symbiotic relationship, which is critical for transparency
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Teng Yan
October 2022
Fandom Reimagined: K-POP in the Metaverse
Rabid fan culture in Asia means its primed for takeoff with NFTs
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Teng Yan
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?
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Teng Yan
December 2021
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