August 03 2021
Gaming NFTs and DeFi vs CeFi with Amy Wu
About the episode
Amy Wu of Lightspeed Venture Partners joins Kevin to cover various topics, including how venture capitalists can add real value to projects. They cover Arbitrum, FTX, Solana, the Metaverse (and why Facebook is showing a keen interest in it), and blockchain games like Axie Infinity.
About our guest
Amy Wu
Amy Wu is a partner at Lightspeed Venture Partners, where she makes investments in consumer, gaming, and crypto companies.
Topics covered
Links from the episode
Show notes
Who is Amy Wu, and what is Lightspeed Venture Partners?[01:11]
How was Amy introduced to the world of crypto, and what has been her involvement of late?[02:18]
Does Matic/Polygon still have the most volume among L2s due to being first of its kind?[09:06]
What does Amy think is the key to mass crypto adoption at the consumer level?[11:42]
Amy’s thoughts on Solana.[16:28]
Why do exchanges typically have their own tokens?[18:19]
Considering the potential effects of regulatory compliance down the road.[20:31]
How a renaissance in gaming and the introduction of the blockchain are intersecting today.[21:00]
Does Amy see any current NFT gaming project as being a potential breakout?[33:07]
Does Amy collect NFTs or personally invest in any NFT games right now?[34:22]
Thoughts on Facebook becoming a Metaverse company.[35:16]
Will VR be a crucial component to the Metaverse experience? Is the technology there yet?[36:46]
How involved should VCs be in the crypto projects they help fund?[41:22]
Thoughts on the recent SushiSwap token sale proposal and its repercussions.[43:19]
Advice to founders in need of investment when their projects are oversubscribed.[47:44]
