Episode Details

Thao Tran – Market Making Illiquid, Non-Fungible Assets (S7E14)
2/3/2025
Flirting with Models ↗

Key Insights

Bullish:

  • 🟢 $NFT - Thao sees an edge in NFT market making, leveraging technological advantages to profit from less sophisticated retail buyers interested in non-financial aspects of NFTs.
    • ā€œOur initial edge would be technology. Our counterparties set it out as people who just wanna own NFT for the non financial aspect of it.ā€ - Thao (27:01)
  • 🟢 $DEX - šŸ”’
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Bearish:

  • šŸ”» $CEFI - šŸ”’
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  • šŸ”» $CRYPTO - šŸ”’
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