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TEXXR

Chronicles

The story behind the story

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Mojito, which lets clients like Sotheby's sell NFTs from their own storefronts or websites, raises $20M at a $100M valuation

The Block MK Manoylov

Context & Ripple Effects

Mojito's $20M round lands two days after Animoca Brands raised $65M at a $2.2B valuation for letting players own in-game items as NFTs, capping a year in which NFT infrastructure became one of crypto's hottest funding categories. The pitch here is different from consumer platforms: Mojito supplies the back-end so institutional clients like Sotheby's can sell NFTs under their own brand, on their own sites.

It also steps directly onto turf staked out in May, when Bitski raised a $19M Series A led by a16z to build custom NFT storefronts for brands and creators — making branded storefront infrastructure a two-horse race at this point in the cycle.

First-order effects

  • Sotheby's and similar institutional clients get a turnkey way to run NFT sales on their own domains rather than routing drops through third-party marketplaces.
  • Mojito gains the capital to scale its white-label stack at a $100M valuation — a fraction of Animoca's $2.2B, reflecting its narrower B2B position.

Second-order effects

  • Bitski now faces a well-funded rival chasing the same brand-and-auction-house clientele, pushing both toward deeper integrations with marquee names like Sotheby's to win exclusivity.
  • Auction houses and brands gain negotiating leverage over NFT marketplaces, since the storefront layer they need can now be sourced from dedicated infrastructure vendors.

Third-order effects

  • If branded self-hosted storefronts become the default, value in the NFT stack migrates from consumer marketplaces to the B2B infrastructure providers beneath them.
  • The valuation gap also cuts both ways: The Block itself was valued at $70M when it sold an 80% stake in 2023, a reminder that crypto-sector marks set during this funding wave did not hold.

The trend: NFT spending is rotating from consumer marketplaces toward picks-and-shovels infrastructure vendors that let established brands sell digital assets under their own names.

Discussion

  • @forbescrypto Forbes Crypto on x
    The world's largest art and luxury auction house is betting on the digital art world by joining a $20 million seed round investment in NFT studio Mojito: by @ContrerasNews https://on.forbes.com/...
  • @kenwattana Ken Wattana on x
    Sotheby's Metaverse offers one of the worst browsing experiences in an industry that's all about bad browsing experiences 😭 https://twitter.com/...