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

Blockchain venture capital offers opportunities in volatile times. Learn how scalable blockchains, AI integration, and a focus on real-world solutions drive sustainable investments.

Key takeaways
  • Blockchain venture capital investing is a good opportunity in volatile times due to lower valuations and increased focus on fundamentals.

  • Scalable blockchains like Bitcoin SV offer advantages for micropayments and onboarding users from Web2 to Web3.

  • AI and blockchain can intersect to create new applications, such as micropayments for AI services and verifying data sources.

  • Investing in companies that leverage blockchain to solve real-world problems, rather than pure crypto plays, is a more sustainable approach.

  • Due diligence is crucial in identifying companies with strong teams, clear use cases, and the potential for mass adoption.

  • The African continent, particularly countries like Nigeria, Kenya, and South Africa, is emerging as a hub for blockchain innovation and adoption.

  • Interoperability between different blockchain technologies is becoming increasingly important for mass adoption.

  • The negative reputation of crypto and blockchain can be a distraction for investors, but it also presents an opportunity for those willing to look beyond the noise.

  • VCs are taking a more cautious approach, investing in fewer companies but with larger ownership stakes.

  • Down rounds are becoming more common, but they can also provide opportunities for investors to get in at lower valuations.

  • The focus is shifting from product development to sales and marketing, as companies need to demonstrate real-world use cases and revenue potential.