Blockchain Venture Capital - Investing in volatile Times | Paul Rajchgod | #LDNBlockchain23

Investing in blockchain startups requires a focused approach, targeting scalable solutions for big problems in fintech and emerging markets like Africa.

Key takeaways
  • Blockchain venture capital investing requires a focused approach, targeting companies leveraging scalable blockchains to solve big problems.
  • The vast majority of startup activity is fintech related (80%), with a growing focus on African countries like Lagos and Nigeria.
  • AI can amplify the benefits of blockchain, enabling new business models and improving processes.
  • However, many venture capital firms are struggling to invest in blockchain due to a lack of understanding and fear of regulatory uncertainty.
  • The speaker suggests that the blockchain space is not getting enough attention from VCs, and that this is a distraction from the real opportunities.
  • Tokenomics is an important consideration for venture capital investments, as tokens can provide additional value beyond traditional equity.
  • The current funding environment is challenging, but also provides an opportunity for investors to get involved at discounted prices.
  • AI can help investors filter out noise and focus on the most promising investment opportunities.
  • The speaker’s firm, Unbounded Capital, is a publicly listed VC out of Germany, focusing on scalable blockchain companies in Africa and other emerging markets.
  • The firm looks for companies with strong founders, a clear business plan, and a focus on solving real-world problems.
  • During the Q&A session, the speaker emphasizes the importance of building relationships with entrepreneurs and understanding their business plans before investing.