The cryptocurrency fund ArkStream Capital has invested in nearly 20 projects in the second quarter of 2021. We will start with project introduction and track analysis to explain why we invest in these projects.

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Realy

-Realy project introduction

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-NFT+ trend culture

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(As of July 14, 2021, the total sales volume of the NFT market, source: CoinMarketCap)

According to the project situation in the market, we roughly classify NFT into: collectibles, artworks, virtual worlds, games, sports, tools. Crypto Kitties and CryptoPunks exploded in 2017 and 2021 respectively. Such encrypted items are usually classified as collectibles or works of art.It is not difficult to see that a lot of fanaticism comes from the sweep of a trend culture. Crypto Kitties and CryptoPunks well interpret the heat wave of the trend.

Favorites should be a natural response for many people. For example, in addition to traditional collections such as stamps, calligraphy and paintings, and signatures, collections can be reflected in any form of items as the times change, and more fundamentally, with the changes in trends and the need to show off in social relations. The style of sneakers, the color of lipstick, a complete set of blind boxes, all the colors of game skins, the value of these modern collections is more reflected in the trend culture.

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-Why invest in Realy?

Realy securely uploads the item to the chain by implanting and binding the NFC chip in the fashion item, and grants it a globally unique ID through NFT technology, and the buyer can obtain dual physical and digital proof of ownership.

Many trendy brands have reached cooperation with Realy, including the well-known trendy play Bearbrick, rock, pop, hip-hop and even two-dimensional culture and other styles.Provide a marketplace for brand fans to trade and interact with other users, including brand artists and celebrities, and showcase their collections anytime, anywhere. The rich cultural color and IP blessing will bring Realy a lot of traffic and innovation in the future.

REALY Global provides a platform for designer brands and trendy toys to sell, and the Mars Space Station provides collections specially issued by Hua Chenyu. Celebrities or KOLs can also cooperate with Realy to design applications based on fan communities, such as the Mars space station. Combining physical industry and e-commerce can help Realy quickly accumulate traffic and market.

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Calaxy

-Calaxy project introduction

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-NFT+social

From the traditional Internet and e-commerce industries that occupy a large market share, it can be seen that products with social attributes can often cover the market quickly.It is a consensus that social products have an absolute advantage.The social tokens here in NFT are not only social in the traditional sense. Facebook, Tiktok, and Tencent may have stronger social attributes.

There are currently several types of social tokens defined in the NFT market, 1. Social token issuance platforms (eg: Roll, Fyooz, Calaxy), 2. Community social tokens (eg: Whale, FF), 3. Personal social tokens Hand over tokens (eg: Mork, Skull). At present, the market value of Whale alone has reached 45.43 million US dollars.

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-Why invest in Calaxy?

According to the data (2021 China Fan Economy Market Analysis Report), the market size of fan economy-related industries in China alone exceeded 3.5 trillion yuan in 2019, a year-on-year increase of 24.3%. It is expected to reach 4,184.26 billion yuan in 2020 and 4,942.5 billion yuan in 2021 Yuan. The fan economy and fan circle culture have gradually matured in the market, and we are optimistic about the future prospects of Calaxy choosing the track.

Calaxy was founded by NBA player and technology enthusiast Spencer Dinwiddie, who has a certain reputation and fans in the sports industry and star industry. Meanwhile, Spencer Dinwiddie is the MVP of the Hedera community, has worked extensively on various blockchains including Ethereum and Flow, and is a member of Twitter's BlueSky project. The cross-field resource cooperation and the number of fans give Calaxy its own exposure and traffic.

Well-known KOLs such as NFL player Ezekiel Elliott with 2.16 million Twitter followers, Matt James of The Bachelor, National Basketball Association coach Luke Walton, former PayPal blockchain strategy director Jonathan Padilla, and NFL player Larry Ogunjobi have all invested in Calaxy .

The function of Calaxy combines social attributes and fan economy. As a KOL, you can issue your own exclusive social tokens on the Calaxy platform. Fans can purchase tokens for consumption to decide what you will wear for a game or the style of your next music. At the same time, KOL can also reward its tokens to its loyal fans. These multiple interactions can generate user stickiness and generate more usage scenarios.

ArkStream Capital is BlockArk's primary market cryptocurrency fund, dedicated to promoting the growth of Web3.0 unicorns. Investment projects include Efinity, Calaxy, Pocket, HOPR, Xend, Litentry, Dora Factory, etc. The team members are from Accenture, Tencent, Google, etc. Advisors include Dr. He Jia, former director of Shenzhen Stock Exchange Research Institute, and Dr. Andy Liu, former vice president of Goldman Sachs Asia Risk Department.

Website：BlockArk.io

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