From $200M Miss to “Maybe I Dodged a Bullet” — The Sorare Story

Описание: In 2019, I passed on a €150K allocation in Sorare — an NFT startup before NFTs were even a thing.
Three years later, it hit a $9B valuation. My stake would have been worth over $200M at the peak.

For years, I called it my biggest miss… until last week, when news broke that Sorare might be on the brink of collapse.

In this video, I break down:
Why chasing trends (NFTs, AI, whatever’s next) can destroy long-term value
How unicorn hype hides real risk — and why liquidity is king
The mindset shift that’s made me a better YC investor over the years
When to take money off the table… and when to ride the wave

Chapters:
00:00 The Missed Opportunity: Sorare's Rise
00:32 The NFT Boom and Sorare's Success
01:18 Reflecting on Failures and Successes
02:15 Navigating Trends and Investments
04:18 The Importance of Liquidity
06:33 Concluding Thoughts on Investment Philosophy
09:16 Final Takeaways and Channel Info

This isn’t just about Sorare. It’s about how to protect your startup from extinction — and how to avoid riding your investments all the way down.