yeah one can tell he has thought a lot about these concepts and distills them down to very tight encompassing phrases/definitons that are broadly succinct.
About NFTs as an asset or in lending, ~ min 50:00 How do u determine the collateral value of an NFT? I mean in DEX you use AMM equations to determine the price, will u suffice with just auctionning mechanisms to determine the NFT price? If AMMs are possible to attack/manipulate using Flashloans, auctions would be even worse with the anonymity property where people can over bid themselves using anonymous addresses to raise the price and thus the collateral value
well worth a watch 2 years later cheers @23:20 metric framework: #users, depth of use, how good is your product at doing its use, amount money made, community 1:02:15 Invest criteria: team tech traction tokenomics. early on = team team team. can team teach you something new, you thought X= true, team shows you X=false