Discover and read the best of Twitter Threads about #VC
Most recents (24)
/1 Despite the bear cycle and crash of the banking system this VC continue work and invest in the fundamentals to enhance the profitability of the future.
@0xPolygon & @AlchemyPlatform & @animocabrands & @NGC_Ventures
#VC #fundraising
Let's review crucial invest during May:
@0xPolygon & @AlchemyPlatform & @animocabrands & @NGC_Ventures
#VC #fundraising
Let's review crucial invest during May:
/2 Polygon Ventures successful invested in 9 projects in May :
- @mnemonichq will forever change the world of NFTs and their affiliation
- @ConnextNetwork A blockchain protocol that struggles the evolution of applications that can access several networks
- @airstack_xyz
- @mnemonichq will forever change the world of NFTs and their affiliation
- @ConnextNetwork A blockchain protocol that struggles the evolution of applications that can access several networks
- @airstack_xyz
/3 Alchemy successful invested in 5 projects in May :
- @ArgusLabs_ world's first cryptogame development engine, created by a strong founder(86 generic foundations, infl, angels)
- @blocktorch - An visibility platform for journals, tags, and traces of decent softw applic
- @ArgusLabs_ world's first cryptogame development engine, created by a strong founder(86 generic foundations, infl, angels)
- @blocktorch - An visibility platform for journals, tags, and traces of decent softw applic
【寻找百倍币之VC SpartanGroup近期重点投资项目】
#investors #spartangroup
@TheSpartanGroup 是一家位于新加坡和香港的领先区块链投资咨询公司，自2017年成立以来长期驻扎加密投资领域，资金管理达5亿美金，交易资金高达数十亿美元，在加密VC领域已经占据自己的一席之地，成为众人熟知的 #VC 机构
#investors #spartangroup
@TheSpartanGroup 是一家位于新加坡和香港的领先区块链投资咨询公司，自2017年成立以来长期驻扎加密投资领域，资金管理达5亿美金，交易资金高达数十亿美元，在加密VC领域已经占据自己的一席之地，成为众人熟知的 #VC 机构
📖2021年推出了1.1亿美元DEFI基金，2022年推出了2亿美元元宇宙基金，再加密行业投资的项目高达170多个，其中不乏@arbitrum，@BitDAO_Official，@illuviumio，@LayerZero_Labs，@synthetix_io等等业内知名的项目
以下是SpartanGroup近期重点投资的8个潜力项目👇
以下是SpartanGroup近期重点投资的8个潜力项目👇
1⃣@anoma
Anoma 是一个以意图为中心的隐私架构，引入了构建基础设施层的新范例和用于去中心化应用程序的新操作系统，可以创建无法在现有智能合约协议上构建的应用程序
🔸总融资：5775万美金
🔸投资机构：@TheSpartanGroup、@polychaincap、@cbventures等
Anoma 是一个以意图为中心的隐私架构，引入了构建基础设施层的新范例和用于去中心化应用程序的新操作系统，可以创建无法在现有智能合约协议上构建的应用程序
🔸总融资：5775万美金
🔸投资机构：@TheSpartanGroup、@polychaincap、@cbventures等
Today, many startup founders wonder how to write a great blurb for their firms. Well, it's not rocket science, but effort has to be there! A twitter thread...
#startups #blurb #intro #pitch #gist #economics #business #finance #investment
#startups #blurb #intro #pitch #gist #economics #business #finance #investment
A great blurb always helps startup owners effectively introduce their products & services to their target audience. Besides increasing the sales, a short yet crispy blurb can also attract investors for startup funding. It can be a tool to attract the best talents, too. #HR #IT
Your startup blurb should be different for different purposes, but here’s what a great blurb should consist of:
-A pitch within 25 words.
-Use bullet points to highlight relevant stuff.
-Additional context
-A pitch within 25 words.
-Use bullet points to highlight relevant stuff.
-Additional context
They said it was impossible. After decades of #antitrust cases over #PredatoryPricing - selling below cost to kill or prevent competitors - the #ChicagoSchool of neoliberal #economists "proved" predatory pricing didn't exist, so courts could stop busting companies for it.
1/
1/
If you'd like an essay-formatted version of this thread to read or share, here's a link to it on pluralistic.net, my surveillance-free, ad-free, tracker-free blog:
pluralistic.net/2023/05/19/fak…
2/
pluralistic.net/2023/05/19/fak…
2/
Predatory pricing - the economists explained - was illegal, but it was also imaginary. A mirage. No one would predatory price, because it was "irrational." Even if someone irrational enough to try it, they would fail. Stand down, American judges - predatory pricing is solved.
3/
3/
【中美VC对于Generative AI的观点收录】
收录了中国VC（红杉，真格，源码，经纬，蓝驰等）
美国VC（红杉，a16z，Greylock，NFX等）近期对于GAI的相关原创Blog。
以及关于VC投融资的第三方信息。
😃🤖💡🌏💼🚀💰 #AI #VC #投融资
Thread：
Notion link：three-recorder-52a.notion.site/Generative-AI-…
收录了中国VC（红杉，真格，源码，经纬，蓝驰等）
美国VC（红杉，a16z，Greylock，NFX等）近期对于GAI的相关原创Blog。
以及关于VC投融资的第三方信息。
😃🤖💡🌏💼🚀💰 #AI #VC #投融资
Thread：
Notion link：three-recorder-52a.notion.site/Generative-AI-…
第一部分收录了国内部分美元基金VC近期观点
相关文章主要文章开始于12月，第二波持续分析出现于2023年3月份，4-5月有不少新形式公司分享会出现。
有特点的如：真格的AI黑客松，播客。 源码的创业者分享系列，拾象科技海外独角兽深度分析系列等
相关文章主要文章开始于12月，第二波持续分析出现于2023年3月份，4-5月有不少新形式公司分享会出现。
有特点的如：真格的AI黑客松，播客。 源码的创业者分享系列，拾象科技海外独角兽深度分析系列等
第二部分收录了硅谷VC的近期观点
除了耳熟能详的红杉A16z等，还包括Greylock，airstreet，radical，NFX，leoniscape等
有特点的如：radical的年度AI报告，红杉在9月19日推出的GAI报告
除了耳熟能详的红杉A16z等，还包括Greylock，airstreet，radical，NFX，leoniscape等
有特点的如：radical的年度AI报告，红杉在9月19日推出的GAI报告
¿Cómo el mayor colapso bancario desde la Gran Recesión del 2008 puede desencadenar una crisis sin precedentes?
Las industrias #tech #crypto #vc están en PELIGRO.
Controlar la bomba o mandar todo a la 💩 será decidido este fin de semana...🧵👇🏽hilo en plastilina y español.
Las industrias #tech #crypto #vc están en PELIGRO.
Controlar la bomba o mandar todo a la 💩 será decidido este fin de semana...🧵👇🏽hilo en plastilina y español.
Como muchos ya saben, cerró el Silicon Valley Bank, el 16vo banco más grande de EEUU. Líder para custodiar fondos de startups por 40 años, fue víctima de lo que se conoce como un bank run o cascada de liquidez.
¿Cómo?
¿Cómo?
Los depósitos del #SVB aumentaron 3 veces de 2019 a 2021, y mientras fondos de capital de riesgo invirtieron en exceso en startups sin un modelo de negocio real, SVB hizo LO MISMO...pero en bonos del Tesoro de tasa fija y otros instrumentos de deuda.
Pequeño hilo para entender qué está ocurriendo con la estampida bancaria del Banco de Silicon Valley #SVB que ha puesto en riesgo varias startups.
Debido a las bajas tasas de interés en EEUU durante la pandemia, el sector tecnológico tuvo un crecimiento explosivo. 1/n
Debido a las bajas tasas de interés en EEUU durante la pandemia, el sector tecnológico tuvo un crecimiento explosivo. 1/n
No solo todos podían tener acceso a créditos con tasas muy bajas, sino que debido a que todos estábamos encerrados, los servicios digitales crecieron abruptamente.
Durante ese periodo, el banco recibió muchos depósitos de capitales de riesgo #VC interesados en invertir... 2/n
Durante ese periodo, el banco recibió muchos depósitos de capitales de riesgo #VC interesados en invertir... 2/n
I think at large people are missing the significance of a #web3 #wallet beyond just #hodling your favourite #Crypto #Cryptocurency token.
Maybe the same way they effortlessly think about using the #chrome browser.
They are both portals for the #WWW and #Web3 respectively
Maybe the same way they effortlessly think about using the #chrome browser.
They are both portals for the #WWW and #Web3 respectively
There are new functionalities being added to #web3 wallets to exist as wallets to hold your #credentials for zero knowledge #authentication.
This wallet market is going to be worth a whopper of a predicted $7 trillion market by 2027 alone.
This wallet market is going to be worth a whopper of a predicted $7 trillion market by 2027 alone.
#private_equity & #VC the big money, big #profits / big #losses
There exists a significant distinction between "Private Equity" (PE) and "Venture Capital" (VC), which can be explained as follows.
Most individuals are familiar with investing in the "public market" such as stocks
There exists a significant distinction between "Private Equity" (PE) and "Venture Capital" (VC), which can be explained as follows.
Most individuals are familiar with investing in the "public market" such as stocks
However, "private markets" are involved in investing in a company that is not publicly listed, such as "venture capital" (VC) or "private equity" (PE).
#VentureCapital
There are five stages involved in VC to PE investing, which are as follows:
#VentureCapital
There are five stages involved in VC to PE investing, which are as follows:
#Angel (pre-VC): Angel investors provide early-stage support to startup-level companies before institutional investors are ready to invest. These companies may have an idea but have not validated it properly yet or built it into a business. Funding mostly from friends & family.
👥 暗藏加密VC巨头之争
实力雄厚的加密 #VC 正在影响加密圈最大的 #DEX 去中心化交易平台 @Uniswap 的跨链桥选择治理，一场钱权的斗争戏码，在去中心化治理的舞台上上演。
系好安全带！发车了🚗 🧵
实力雄厚的加密 #VC 正在影响加密圈最大的 #DEX 去中心化交易平台 @Uniswap 的跨链桥选择治理，一场钱权的斗争戏码，在去中心化治理的舞台上上演。
系好安全带！发车了🚗 🧵
1/ 故事回到2022年12月11日，0xPlasma Labs在Uniswap社区提案将UniswapV3部署至BNB Chain，该提案最初考虑使用HyperLoop作为桥，随后经过最初的社区讨论，deBridge和Celer被认为是新的选择。最终，0xPlasma Labs决定使用 Celer 作为其提案的桥梁。
2/ 随后，UniswapV3部署至BNB Chain的温度检查投票顺利通过，以超过80%的支持率成为Uniswap治理历史上投票最高的提案，这提案中也包括使用Celer桥。此时，该提案本可以进入最终的治理投票。
"Focus on profitability. Growth at all costs is no longer rewarded." 📈
Here's a presentation about UX and 'growth at all costs', from a VC (@creandum) event back in June 2022—it's more true now than ever.
1/37 🧵 (mega-thread).
Here's a presentation about UX and 'growth at all costs', from a VC (@creandum) event back in June 2022—it's more true now than ever.
1/37 🧵 (mega-thread).
@creandum 2/37.
@creandum 3/37.
I had the occasion to speak about #nexera and #nexeraID in previous posts. In this post I will explain #NexeraID without using #NFT, #MetaNFT #ZKP or any #web3 word. Fasten your belt and be ready for an awesome journey:
1 - NexeraID: The digital passport and wallet that unlock seamless embedded compliance
2 - NexeraID is a #selfsovereignidentity issuance and verification platform that allows any institution to easily integrate complex compliance workflows, all while preserving the self-custody and security of consumers’ identity and assets.
Want to know the secrets to building something impactful in 2023?
I talked to 100+ experts across a variety of fields, including web3, machine learning, SaaS, venture capital and the creator economy.
You won't want to miss this advice 👇#web3 #ai #vc
021021.substack.com/p/100-founders…
I talked to 100+ experts across a variety of fields, including web3, machine learning, SaaS, venture capital and the creator economy.
You won't want to miss this advice 👇#web3 #ai #vc
021021.substack.com/p/100-founders…
"Focus on what your core values are and lead from there. Make sure your actions align with what you are sharing and talking about when everyone is watching and no one at all." @shiralazar
"Get to market, talk to your users, & iterate quickly; the pace of decision making is more important than the accuracy of decision making. This is the only way to fully understand customers’ problems and whether the product meets their needs." @j_austincain
WHY CAN YOU LOSE BY INVESTING IN AI? 🤖💸
#ChatGPT is a before and after in the economy. Many sectors are now disrupted.
This should greatly increase investment in AI versus the old-school version of doing things.
But not all #AI #investment will succeed.
🧵
#ChatGPT is a before and after in the economy. Many sectors are now disrupted.
This should greatly increase investment in AI versus the old-school version of doing things.
But not all #AI #investment will succeed.
🧵
Here's my take on the two divisions of AI (feedback welcome):
THE SATURN'S SON:
AIs based on PUBLIC models or data.
Startups that use models like #GPT or others based on image, text... trained with publicly available dataset/models, maybe adding their own "layers/fine tuning".
THE SATURN'S SON:
AIs based on PUBLIC models or data.
Startups that use models like #GPT or others based on image, text... trained with publicly available dataset/models, maybe adding their own "layers/fine tuning".
The part they are building, in many cases, may be overperformed for the biggest models, their "parents".
Like Saturn and his Son.
Like Saturn and his Son.
General Partners (GP) are the showrunners of a #VC firm. If they perform well, they can make big money. But if they lose, their career is over.
A 🧵on how do VCs make money…
A 🧵on how do VCs make money…
#VCs make money in 2 ways:
1️⃣ Management Fee - typically 2% per annum of the total corpus across the fund lifecycle (10 years)
2️⃣ Carry - usually 20% of the profits generated after returning the initial capital of the investors
Let’s take the recent example of #IndiaQuotient👇
1️⃣ Management Fee - typically 2% per annum of the total corpus across the fund lifecycle (10 years)
2️⃣ Carry - usually 20% of the profits generated after returning the initial capital of the investors
Let’s take the recent example of #IndiaQuotient👇
The Bangalore based VC firm returned its first fund of ₹32 Cr with a net multiple of 5.9x to its investors. Took them 9 years.
So 𝗳𝗼𝗿 𝗲𝘃𝗲𝗿𝘆 𝗜𝗡𝗥 𝟭 𝗖𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗳𝘂𝗻𝗱, 𝘁𝗵𝗲𝘆 𝗿𝗲𝘁𝘂𝗿𝗻𝗲𝗱 𝗜𝗡𝗥 𝟱.𝟵 𝗖𝗿 𝘁𝗼 𝘁𝗵𝗲𝗶𝗿 𝗟𝗣𝘀 🔥
👇
So 𝗳𝗼𝗿 𝗲𝘃𝗲𝗿𝘆 𝗜𝗡𝗥 𝟭 𝗖𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗲𝗱 𝗶𝗻 𝘁𝗵𝗲 𝗳𝘂𝗻𝗱, 𝘁𝗵𝗲𝘆 𝗿𝗲𝘁𝘂𝗿𝗻𝗲𝗱 𝗜𝗡𝗥 𝟱.𝟵 𝗖𝗿 𝘁𝗼 𝘁𝗵𝗲𝗶𝗿 𝗟𝗣𝘀 🔥
👇
There was a time when a slew of B2B commerce startups - Inframarket, Moglix, Zetwerk and likes - got funded. That was followed by a dry spell when B2B was put on “Back Burner” and consumer-tech became the buzz-word - gaming, consumer social, creator-economy occupied all minds
Lately, the wave is turning
Introducing my sectors of focus to folks at VC events as “B2B commerce and consumer-tech” from “consumer-tech and B2B commerce” earlier, I witnessed the mood of ecosystem change first-hand
Introducing my sectors of focus to folks at VC events as “B2B commerce and consumer-tech” from “consumer-tech and B2B commerce” earlier, I witnessed the mood of ecosystem change first-hand
My interest in the sector goes back a long way. Having grown up in a through and through business family, “dhandha” companies dealing in on-ground operations, intricate networks of suppliers, distributors, and consumers, complex payment & WC cycles have always piqued my curiosity
The #1 responsibility of a Founder is to make sure their company doesn’t run out of cash, but raising capital in today’s market is TOUGH.
Here’s a quick framework for determining how challenging it will be for a #startup to raise new #VC capital.
Is your #startup ready? 🧵👇
Here’s a quick framework for determining how challenging it will be for a #startup to raise new #VC capital.
Is your #startup ready? 🧵👇
The first truism that should be internalized is that the playbook for raising capital in 2020 and 2021 won’t work today.
The past few years were anomalies and everyone’s expectations should be reset.
Raising multiple rounds of capital based on team and TAM won’t work anymore.
The past few years were anomalies and everyone’s expectations should be reset.
Raising multiple rounds of capital based on team and TAM won’t work anymore.
While there are many VCs, most startups will have a tough time raising capital in this market if they don’t show well on 5 major dimensions:
👉Very Few Leaps of Faith
👉Material POSITIVE Progress
👉Insider Support
👉Capital Efficiency
👉Realistic Expectations
👉Very Few Leaps of Faith
👉Material POSITIVE Progress
👉Insider Support
👉Capital Efficiency
👉Realistic Expectations
What is the total addressable market for Self Sovereign Identity #SSI networks, vendors, and ecosystems.
Yes you guessed it! 8 billion humans.
A user centric model for portability and interoperability for any and all to enable choice and Inclusion.
Enter @cheqd_io $Cheq
Yes you guessed it! 8 billion humans.
A user centric model for portability and interoperability for any and all to enable choice and Inclusion.
Enter @cheqd_io $Cheq
Not only is the total addressable market so large, but with enabling a user to control their own data it gives them access horizontally and vertically between all types of use cases.
The 100s of services you've signed up for in a lifetime where you control nothing.
$Cheq
The 100s of services you've signed up for in a lifetime where you control nothing.
$Cheq
It is a necessity to pivot from this to enable revocation of your credentials, and reduce the risks that are traditional data bases, or honey pots for fraud.
We see this more and more!
It's not only SSI though, the technology behind it expands much further.
$Cheq #DID
We see this more and more!
It's not only SSI though, the technology behind it expands much further.
$Cheq #DID
There's this little old token called $Cheq
@cheqd_io
It's very well hidden down the bottom of #CMC, and also not captured the full attention of the #Cosmos #CosmosEcosystem yet. @cosmos @CosmosClub_ @cosmoshub @cosmosibc.
Let's learn a little about its position in #identity👇
@cheqd_io
It's very well hidden down the bottom of #CMC, and also not captured the full attention of the #Cosmos #CosmosEcosystem yet. @cosmos @CosmosClub_ @cosmoshub @cosmosibc.
Let's learn a little about its position in #identity👇
Let's begin with the Co-creators of @cheqd_io $Cheq, @evernym (now @Avast)
"We’re the creators of #Hyperledger #Indy and the #Sovrin Network, a co-creator of the #cheqd Network, and a primary contributor to Hyperledger #Aries and #Ursa"
evernym.com/about-evernym/
"We’re the creators of #Hyperledger #Indy and the #Sovrin Network, a co-creator of the #cheqd Network, and a primary contributor to Hyperledger #Aries and #Ursa"
evernym.com/about-evernym/
We are frequently asked what drives #outperformance for a #VC
To answer this we created a database of enterprise vs consumer performance 📊to spot patterns & analyze returns
🧵to share high level findings, but to dig deeper, download the full report👇
🔗bit.ly/3Cf17Uv
To answer this we created a database of enterprise vs consumer performance 📊to spot patterns & analyze returns
🧵to share high level findings, but to dig deeper, download the full report👇
🔗bit.ly/3Cf17Uv
First, let’s define a power law::
We mean that only a small percentage of returns is responsible for a large percentage of overall return value, either for a specific fund or the industry as a whole.
We mean that only a small percentage of returns is responsible for a large percentage of overall return value, either for a specific fund or the industry as a whole.
TL;DR: Both enterprise and consumer exits can produce power law returns, but the nature of them vary considerably.
3 Key Points 🔽 🔽 🔽
3 Key Points 🔽 🔽 🔽
Boy, I hope you're paying attention right now to the (#real)change that is coming.
#SSI #DID #VC
@Avast
@evernym
@trustoverip
@w3c
@FIDOAlliance
@linuxfoundation
@dif
@DecentralizedID
Take back your data with @cheqd_io
$Cheq
blog.avast.com/global-scale-d…
#SSI #DID #VC
@Avast
@evernym
@trustoverip
@w3c
@FIDOAlliance
@linuxfoundation
@dif
@DecentralizedID
Take back your data with @cheqd_io
$Cheq
blog.avast.com/global-scale-d…
To accelerate this vision, Avast acquired Evernym in late 2021, and more recently acquired @securekey in early 2022. Both companies were founding members of DIF and member organizations of W3C, with Evernym also a founding member of ToIP.
$Cheq #ToIP
$Cheq #ToIP
“The days of walled gardens and platform-centric identity services are over,” said Drummond Reed, Director, Digital Trust Services, at Avast. “The future is decentralized "
$Cheq #ToIP @drummondreed
$Cheq #ToIP @drummondreed
$Cheq #ToIP #UFWG
Interested in understanding more exactly what @trustoverip is?
It's only one google search away.
trustoverip.org/our-work/worki…
Interested in understanding more exactly what @trustoverip is?
It's only one google search away.
trustoverip.org/our-work/worki…
Or maybe you just don't understand still where #SSI and #DID's are going to be applied!
$Cheq #ToIP @trustoverip
#fhir #fhiroca #ghpc #iata #interoperability
trustoverip.org/get-involved/w…
$Cheq #ToIP @trustoverip
#fhir #fhiroca #ghpc #iata #interoperability
trustoverip.org/get-involved/w…
And if any of this is news to you, you may want to sit down to understand that #DID's, Decentralised Identifiers are the first approved and recommended Identifier since the #URL.
$Cheq #didcheq
w3.org/TR/did-core/
$Cheq #didcheq
w3.org/TR/did-core/
"A key focus of their statement is related to the integration of EBSI with ToIP stack and ESSIF, and thus move towards a common single market for data across both private and public services."
$Cheq #layer1utility #UFWG #ToIP
#EBSI #eIDAS2 #ESSIF #EBP
medium.com/asecuritysite-…
$Cheq #layer1utility #UFWG #ToIP
#EBSI #eIDAS2 #ESSIF #EBP
medium.com/asecuritysite-…
@cheqd has brought the @cosmos #CosmosEcosystem to @trustoverip.
The aim of the game, #incentives.
Strap on for a busy end to the year with the #PaymentRails development.
It not only changes data ownership passage, but commercial business models for handling data.
$Cheq #ToIP
The aim of the game, #incentives.
Strap on for a busy end to the year with the #PaymentRails development.
It not only changes data ownership passage, but commercial business models for handling data.
$Cheq #ToIP
