Saved by Timothy Shih and
Multicoin Capital: The Outsiders
Why new VC funds offer the greatest opportunities in Venture Capital
Francesco Perticarariblog.francescoperticarari.com
Three focus areas for investment: crypto, fintech, and emerging markets . I expect roughly 50% of investments to be crypto-related.
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an e... See more
On the speed and concentration spectrum, Generalist capital sits left of centre and plans to invest in ~20 companies over the next 18 months. Reasons for this approach include : 1. Meaningful Ownership; 2. Maintain an e... See more
Mario Gabriele • Generalist Capital: In Search of Epics | The Generalist
Summary: If you assume the next 5 years of crypto venture funds produce blended 10x returns, then (based on recent investing volumes) these cohorts of token projects will need to produce an estimated $2T of market cap and over $800B of float would enter markets on a 5-10 year time horizon. This cannot be absorbed by retail; it will require institut... See more