The topic of creators and “creator capital markets” have been growing over the past few weeks or arguably since Ansem tried to “onboard” celebrities that simply turned out to majority of people onboarded resorted to scamming. Although not his fault cause he assumed they had good faith, people that act in bad faith will always take the fast route to money without caring about their reputation which is the most important thing to guard in this world.
Thus, we are now seeing a second wave of that with the emergence of Zora in an industry that is crying out for consumer apps and this will likely conitnue to increase over time whether Zora emerges as a winner or not with new experiments.
However, knowing if a platform is a winner or not is the hardest challenge out there considering how things change. It is why infrastructure projects have been so lucrative historically, except when the L1 trade died and people realized that people were building infrastructure for no demand when it costs around $3000 to run an L1 blockchain nowadays.
The same can’t be said for consumer apps that is still a very nascent market sector where infrastructure for it still is valuable and where demand is tangible (for now). This makes it a compelling market sector to look at if you can invest at ground floor and we are going to look at one of those opportunities today.
Strap in for some asymmetry.