F: Need to focus on budget & roadmap
F: ? Do you see Chainverse as an interface, a front-end on-top of Etherscan?
- What I’m trying to understand if the business model come through?
- Diamond DAO is responsible for building the platform
F: For investors it’s very overwhelming, because there’s a lot. There’s data, there’s the business case, and then there’s Web3. In your head, the idea is very clear and infinitely expandable, but for others it’s overwhelming.
F: There may need to be a Diamond DAO deck and a Chainverse sales deck, where the Chainverse sales deck focuses on the value proposition of the content, focus on what it enables, why it is reliable.
- Even when people get it they can’t explain it to anyone else
F: Diamond DAO is saying we can get people to collaborate at scale to build datasets that are difficult to build and maintain individually
- First example is Chainverse, we picked it because it’s pretty transparent, we want to sell this information into a new industry, 250k on open sea, 18 million on robinhood, we can become the onramp for investors, members, etc
F: Examples are infinite, you can say Bloomberg, whatever
- Competition is on a product by product example, i.e. competition for Chainverse different than competition for NFTs different from competition for political scorecard
- TAM is relevant because TAM is infinite
F: Chainverse is different when it comes to TAM
- You can scope it better
- Need to lay out the competition in the space
- You can lay out roadmap for expanding into other areas
F: Insight is that web3 makes it easier to coordinate datasets in a way that would be impossible to do in web2
- Get people from different organizations to collaborate while getting paid for their work
- 2x2, do open source for free, web3 makes open source and paid possible
F: Amazon example,
F: What do we focus on now and what do we focus on later.
- So really focus on Chainverse/Diamond DAO generically in our materials, and then keep consulting engagements separate
- All the efforts should focus on building the smallest, complete unit that someone would purchase
- Pick some take on DAOs
- Roll out releases topic by topic
J: why now?
- platforms with GUIs to build to
F: What will differentiate you from Messari/C
- They can’t afford to really compete with their unit economics; it’s
F: Provide some stats on Chainverse
- TAM
- How many DAOs
- What categories are there?
- What frameworks do they use?
- This another another grid thing
- Note that DAOs are getting funding from VC/PE
- Business model: sell for a lot one time
Use cases:
- Onramp new users
- Market research (customers, partners, users| best practices)
Todos:
- Downgrade NFTs