Ben Roy

Aug 29

The Fat CryptoPunks Thesis

*This essay appears as it was originally published in February 2021 with minor edits As the non-fungible token (NFT) universe grows — both on Ethereum and across different blockchains — I think CryptoPunks will capture more value than any other set of digital art or collectibles. Before I explore why I think this is the case let’s define some terms. Non-fungible tokens are a type of crypto asset that represent unique (or “non-fungible”) digital goods like pieces of art or video game items. As...

Ben Roy

Jun 27

Good Minds Litepaper

By: Ben, Stefan, Erik, Ilan, & Enis NFTs have come a long way in the last 18 months. We’ve gone from little groups geeking out in the CryptoPunks and Art Blocks Discord servers to a fledgling industry that has spawned 9- or 10-figure brands including Bored Ape Yacht Club, RTFKT, Doodles, and of course [my bags]. On one hand, we’re really not early anymore. SNL did a skit on NFTs last year. On the other hand, we’re only starting to see the potential this subset of crypto has beyond speculation...

Ben Roy

Mar 2

Part-Time Degen: Notes on Speculation & Crypto Markets, 2019 - 2022

I have spent an absolutely absurd amount of my time over the last three years following crypto… the tech, the markets, the culture, the philosophy, the politics, all of it. One reason it has kept my attention for such a sustained period of time is being a participant in the “industry” feels like you’re playing a massive multiplayer online money game (mmOMG?). Everyday magic internet money is flying around, up for grabs, and the dopamine pulls you in. After years of doing the thing: reading bl...