I think the report is pretty good. It has an obvious bias towards crypto/web3 being great but when you put so much money into it I suppose it kinda has to be that way.

As someone who sorta accepts some parts of the crypto narrative and use it on a daily basis the chapter about NFTs just does not make sense to me. All these people high on play-to-earn games and buying non existant land in a game/virtual place that doesn't really yet exist. The world just isn't there yet, this is a classic overhype situation and will have to go through years of winter before maybe actually working.

Could you see virtual land being worth something in a world where the Ready Player One Oasis exists? Yes sure.. but we're so far from that and I think a lot of these finance guys don't understand the gaming/technical challenges to get there.