How VC Investors Look at Crypto

The video discusses the current state of the crypto market post-FTTX implosion, highlighting the shift towards real-world assets and infrastructure development. It covers investment strategies, emphasizing the importance of fundamentals like revenue and customer numbers. The discussion also explores exit strategies, including public offerings and token offerings, and concludes with insights into the current fundraising climate for blockchain ventures.

What is the current trend in the crypto market post-FTTX implosion?

• Rise in speculative investments

• Decline in infrastructure development

• Shift towards real-world assets

• Increased focus on volatile assets

What is a key factor in valuing crypto companies according to the transcript?

• Celebrity endorsements

• Market hype

• Speculative potential

• Fundamentals like revenue and adoption

How have valuations in speculative technology areas changed recently?

• They have become unpredictable

• They have increased significantly

• They have remained stable

• They have decreased substantially

What is a potential exit strategy for crypto investments mentioned in the transcript?

• Going public or token offering

• Selling to traditional financial players

• Relying on short-term market swings

• Holding indefinitely

What is the attitude of long-term investors towards short-term market swings?

• They are highly concerned

• They ignore them

• They avoid investing during swings

• They try to capitalize on them