CP#2 Mutagen (https://mutagen.xyz/)

So today we finally had the chance to look at the CP#2 Mutagen, an investment proposal sent a month ago by anonymous.
It was highly appreciated to come across this well crafted proposal and the project bears interesting aspects such as the deflationary machine generated NFTs (Mutagens) that need burning.
It is highlighted in the proposal that these genesis assets are yield generating, but this aspect seems to rely on the fact that people would make prints of the genesis pieces, making them rely more on a speculative mechanism.
While we remain open to invest on some speculative only assets, the team has come to the decision that we wouldn’t support the proposal.