Problem

The NFT market is evolving rapidly. Tools like Icy and Nansen have helped people identify new projects that could be valuable, but there is still significant qualitative analysis necessary to make smart buys.

Longer-term many investors see NFTs creating a new wave of brands and orgs like Nike, Patagonia, or Disney. Unless people spend close to full time analyzing projects, it’s tough to determine which projects have a shot at reaching that potential.

Vision

We can use the founder club NFTs to seed a community of investors interested in finding the signal in the noise. Long term, there may be ways to financially incentivize that group to share their insights in a structured way and incorporate that into the paid version of Icy to give all subscribers more qualitative insights.

MVP

The biggest assumption is that we already have enough founder club members who have valuable insights and are willing to share. To start, we can create a simple Google Sheet tracker that all founder club members can add to and a private discord channel to discuss analysis. We could then share a read-only version of that sheet with all subscribers in #war-room.

After a few weeks, we can determine success based on usage of the sheet, how much discussion happens in the founder club channel, and how much all subscribers interact and discuss the sheet.

Building on the MVP

If the MVP is successful, there are many ways to improve the system before needing any Icy team support.

One idea is adding more structure to the founder club group based on different internet areas (maybe some members are focused on games while others focus on art) or based on their wallet performance (what is their avg return on a purchase?)

Another way to improve on the MVP is moving the tracker out of google sheets into a more powerful tool.