CrowdCent Curation - No. 34

C CrowdCent · Posted 07/28/2022

Post Quality

Finance blockchain technology

CrowdCent Curation - No. 34

C CrowdCent · Posted 07/28/2022

Post Quality

Finance blockchain technology

Hope everyone is having a great weekend! Enjoy the content below and be sure to explore the growing site content & features:

  • Live chat - Clubhouse at 4pm ET

    • Come join us live at 4pm ET to discuss the content below and more!

  • Active discussion - chat

  • CrowdCent on Twitter - link

  • CrowdCent Vision - here

  • CrowdCent ML Model - analyzer

  • CrowdCent Curation - archive

“The ability to simplify means to eliminate the unnecessary so that the necessary may speak.” Hans Hofmann

Translation: The ability to simplify complex concepts is a sign of true understanding. Conveying the complex in a simple, easy to understand manner tends to signal mastery of a subject.


  • Scott Preston (Maven Group LLC) on GameStop [Audio]

    • RecapThe Untold Story on GameStop: Fundamental Value Driven by Numerous "Shots on Goal" ... ‘Preston looks past the retail investor/short squeeze narrative and likens GameStop to a Netflix-style business, whose management is working to maintain their legacy business while expanding into more innovative verticals like eSports, e-commerce, and direct-to-consumer advertising.’

    • Comment: A lot of talking heads have opined on the Gamestop saga, but very few (none?) have actually delved into the underlying company strategy and fundamentals to see what's changed... this conversation ignores the noise and focuses on what’s going on behind the scenes.


  • The Future of NFTs [Video]

    • RecapFred Ehrsam, co-founder of Coinbase + Paradigm, talks about the future of NFTs and what that means for creators, developers, and communities

    • Comment: Great discussion with Fred, who is a true visionary in the broader crypto space. He walks through the history of the space (still nascent, but evolving rapidly) and provides unique insights into what's coming - notably around NFTs. For additional color on NFTs, Santiago Velez’s tweet was highly informative, as was this conversation with Raoul Pal (starting around the 15-min mark).


  • Semiconductors: The Ultimate Bargaining Chip [Video]

    • Recap: Excellent discussion between Shane (The Knowledge Project) and NZS Capital about semiconductors their key role in society and the future’s dependency on them.

    • Comment: We love how NZS Capital looks at the world - from evaluating companies and stocks, to portfolio construction - all through the lens of biology (complex adaptive systems). The interview here provides a useful background and framework for understanding the increasingly important semiconductor ecosystem.

CrowdCent Thoughts & Predictions

  • Check out the thoughts & predictions tracking update here, along with the original post (6/7/2020) - original here… these posts lay out thoughts around key market related components for 2021+

  • Site continues to expand, check out crypto-asset posts here: ETHBTCNMRCRV/UNI/BAL

  • Any suggestions for CC Curation improvement, website, etc. - send an email to

Look forward to more updates soon - the future is here...


Jason & Ryan

Website: CrowdCent

Twitter: @CrowdCent

Telegram: Link

Be the first to comment!