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  1. Home
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  3. /Brett Shear
  4. /Briefing
Pre-Pitch Briefing

Brett Shear

GENERAL PARTNER at 1confirmation

Check size: No personal check-size or allocation authority is published. 1confirmation describes itself as an early-stage venture fund; firm assets or round sizes should not be treated as Brett's personal range.

Pre-SeedSeedEarly StageConsumer CryptoCrypto ApplicationsCollectiblesGamingPrediction MarketsSocial ProductsCreator EconomyStablecoin ApplicationsNFTsOpen Networks

Their Thesis

Brett focuses on crypto-native consumer products that bridge onchain ownership with mainstream culture. His published work looks for applications built around existing behaviors—playing games for money, collecting cards, following sports and culture, creating and trading media—where tokens, open markets, or verifiable ownership materially improve the product rather than merely decorate it.

How to Pitch Them

Lead with the existing consumer behavior and why an onchain primitive makes the product better. Show the acquisition and collector funnel, retention, repeat transactions, community density, liquidity and marketplace health, and evidence that non-crypto users understand the experience. Explain why the product is culturally timely and why ownership or markets create a durable moat.

What Excites Them

Products that are fun before they are financialized, familiar consumer behavior with an onchain advantage, credible ownership, liquid or composable assets, strong communities, culturally native distribution, and applications capable of bringing new users into crypto without requiring them to care about infrastructure first.

What They Pass On

The available writing suggests skepticism toward infrastructure without a compelling end-user product, forced tokenization, speculative loops detached from durable consumer behavior, collectible projects without an acquisition-to-retention funnel, and products that make the chain more visible than the experience. These are evidence-based inferences from his application-first writing, not a published exclusion list.

Key Frameworks

Collector funnel

Map discovery, first acquisition, identity and status, community participation, repeat collecting, trading, and long-term retention; measure conversion and liquidity at each step.

Culture-to-crypto bridge

Start with a durable offline or Web2 behavior—fandom, games, cards, music, sports—and identify the specific ownership, provenance, liquidity, or coordination advantage that an open network adds.

Fun-before-finance test

Ask whether users would still want the experience without an immediate token reward; treat financialization as an amplifier of product value, not a substitute for it.

Recent Writing

Real Money Games x CryptoMarket Thesis

Real-money games and prediction-like products are natural consumer applications for open settlement and internet-native assets when the gameplay remains compelling.

Artist Trading Cards: A Bridge Between Music NFTs and the $30B Collectibles MarketMarket Thesis

Artist cards can connect music fandom with established collecting behavior and give creators a more tangible, repeatable ownership product than one-off NFT drops.

Card Collectibles x CryptoMarket Thesis

Physical and digital card collecting offers a familiar cultural wedge for programmable ownership, provenance, trading, and community-native crypto products.

Have Fun, Make MoneyMarket Thesis

Crypto consumer products are strongest when entertainment and participation create genuine utility first and financial upside emerges from the activity rather than replacing it.

The Collector FunnelInvestment Framework

Consumer collectible products should deliberately move users from discovery and low-friction participation toward deeper collecting, identity, community, and repeat economic activity.

1confirmation Portfolio

Top Sectors

NFT1
DeFi1
Infrastructure1
Layer 11

Stage Distribution

Token2
Series A1
Seed1
Indexcoop
Gno
Koop
Gokarsa
End
Ethereum
Polymarket
OpenSea
Bitcoin
Worldcoin

+ 54 more investments. View fund →

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