Old Fashion Research

6月7日，OFRTalk #8围绕着Optimism的治理代币 $OP 与到会嘉宾进行了一系列。活动中精彩发言不断，此文为活动的文字盘复盘总结。 🎙录音回放 https://twitter.com/ofr_intern/status/1534141708644290560 请关注我们的推特 OFR Intern: @ofr_intern Old Fashion Research: @ofrfund OFRTalk 是由 Old Fashion Research 支持的语音访谈会系列活动。其愿景是成为社区导向型的开放类访谈，为听众带来不同角度的对各赛道的分享，以及深度的区块链内容研究，旗下投资的项目对话及热门话题的讨论，以帮助大家对行业有更深的认知。 OFRTalk 所有的内容仅代表个人和嘉宾的看法，内容有时会包含我们的投资项目的介绍，不构成任何投资建议。欢迎大家关注 OFR Intern 及 OFR 的官方推特，及时获取开播信息。 OFRTalk #8 参与嘉宾 Tu, Co-founder of Trillion.fi // @GaoFlynn Robin, Founder ...

Author: Otto Verstl (Analyst of OFR) Moonbirds is a new 10K PFP-collection which currently sits at a floor-price of 26 ETH and generated in the first two days after the mint more volume than the Bored Ape Yacht Club in the last 30 days. But how does a brand-new collection reach such astronomical levels? Moonbirds is part of a bigger ecosystem, the PROOF-Collective. It all started as a podcast in 2020, where they have interviewed creators and crypto-influencers and tried to give their audience...

About OFR Insight SharingOFR Insight Sharing is a new weekly program session presented by Old Fashion Research, joined by other crypto practitioners of multiple notable institutions and media presses. Every week, researchers of OFR Fund will share their research results in the crypto industry for the past week. Recaps take a look back at the sharing sessions and expose a larger audience to the most discussed topics recently. This week, we are pleased to feature ​​Luiz, the Founder and CEO of ...

Author: JX，Partner of Old Fashion Research 1/ Don’t buy tickets to the main venue The main venue was extremely disorganized: There was no conference agenda on the site or on the official website, so it’s unknown that what the order of the speeches would be and what the background of the speakers was. No one checked the tickets at the main venue and buying $1,000+ tickets was a waste. There were so many speakers that a lot of speeches were of low-quality and inefficient, the Panel guests were ...

Author: Otto (Analyst of OFR) Advisor: Gui (Investment principal of Old Fashion Research) In 2021, the president of El Salvador, Nayib Bukele, made the cryptocurrency bitcoin the legal tender of the country beside the US-Dollar, which was the first move of this kind in the world. This event put El Salvador on the headlines of every economic newspaper and raised both concerns by the IMF and cheers around the world from crypto advocates. Now, after one year and a sharp decrease in the price of ...

About OFR Insight SharingOFR Insight Sharing is a new weekly program session presented by Old Fashion Research, joined by other crypto practitioners of multiple notable institutions and media presses. Every week, researchers of OFR Fund will share their research results in the crypto industry for the past week. Recaps take a look back at the sharing sessions and expose a larger audience to the most discussed topics recently. The following content refers to OFR Investment Principal Guillherme’...

About OFR Insight SharingOFR Insight Sharing is a new weekly program session presented by Old Fashion Research, joined by other crypto practitioners of multiple notable institutions and media presses. Every week, researchers of OFR Fund will share their research results in the crypto industry for the past week. Recaps take a look back at the sharing sessions and expose a larger audience to the most discussed topics recently. The following content refers to Nicole’s research: Gateway to unlock...

Anchor: Gui, Investment principal of Old Fashion Research Dux Blockchain Games was the first investment case led by Old Fashion Research (OFR) within Latin America and co-led by Animoca Brands back when GameFi was drawing all the attention in Q4 2021. The project successfully finished an European launchpad at Bit2Me, the very first regulated cryptocurrency exchange in Spain.. This prerogative marks a milestone allowing retail users to join big VC funds during the fundraising process of a proj...

作者： Gui， Old Fashion Research 投资负责人 Dux Blockchain Games 是在2021年第四季度 GameFi 赛道火热时推出，是 Old Fashion Research（OFR）在拉丁美洲市场领导的第一个投资，也是和 Animoca Brands 共同投资的项目。Dux 是继 Bit2Me 投资成功后的第二个参与投资的项目，也是西班牙第一个受监管的加密货币交易所。这一里程碑标志着普通用户可以通过项目 IEO 进而进行从2022年上币的加密公司的投资，所有过程都符合欧洲法律的准则。 6个月之前，投资 GameFi 项目似乎是一个糟糕的决定，至少从风投的角度来看。因为当时市场中共有10,000多个游戏公会且每周还有不断推出的游戏项目。但是出于 OFR 对拉美地区Web3 加密市场潜力的判断，我们认为投资 Dux 是一个合适的决定，这也符合 OFR 放眼全球的"Global South" 投资理念，其中就包括非洲、印度和东南亚国家等新兴市场。 高通胀、贫富差距和不平等的阶级收入是横跨拉美洲所有33个国家共同存在的问题，尽管如此，每个国家之间也...

6月12日，OFRTalk #9 以Crypto时光机的设想出发，回到一年前的2021年6月，与嘉宾进行了关于这一年来的心得分享大会。如果时光流转，回到去年夏天，你会对当时的自己说些什么？活动中精彩发言不断，此文为活动的文字盘复盘总结。 🎙录音回放 https://twitter.com/i/spaces/1zqJVBlDadAJB?s=20 请关注我们的推特 OFR Intern @ofr_intern https://twitter.com/ofr_intern Old Fashion Research @ofrfund https://twitter.com/ofrfund OFRTalk是由Old Fashion Research支持的语音访谈会系列活动。其愿景是成为社区导向型的开放类访谈，为听众带来不同角度的对各赛道的分享，以及深度的区块链内容研究，旗下投资的项目对话及热门话题的讨论，以帮助大家对行业有更深的认知。 OFRTalk所有的内容仅代表个人和嘉宾的看法，内容有时会包含我们的投资项目的介绍，不构成任何投资建议。欢迎大家关注OFR Intern及OFR的官方推特...

Author: Alastair (Researcher of OFR) Over the past year, the NFT space has gained traction, with more innovative initiatives coming to fruition and the NFT community expanding even more. We have witnessed the number of active NFT collections exceed over 3,000 collections by the end of 2021, the highest number yet, up from 193 at the beginning of March 2021. Over the course of the year, NFT marketplaces such as OpenSea, LooksRare, and X2Y2 have experienced record volumes of transactions and tr...

Author: Nicole Cheng (Investment Manager of OFR) Advisor: JX (Partner of OFR) In the past year, we witnessed tremendous growth in the NFT space, but yet we have realised one unignorable fact: the more non-fungible tokens we collect, the less liquid our portfolio becomes. As the proliferation of NFT technology brings more novel applications, there is also a growing need for NFT financialization to unlock optimal capital efficiency. In fact, NFT is a low-velocity asset very similar to real esta...