Deep tide techflow 2022-04-05 17:39:05 阅读数:732
The following is a GuildFi analysts Cloud in the light of Bankless Podcast 《How to be a Web3 VC with Haseeb Qureshi 》 Podcast notes made , And authorize deep tide TechFlow Compile and publish .
Spokesman ：Haseeb Qureshi (Dragonfly Capital The managing partner of )
Some interesting facts ：
Haseeb Once a Texas poker player .
When entering Dragonfly Cap As a Web3 full-time MD Before , He learned how to code , And became Airbnb A software engineer of .
There has been a lot of talk about ETH The good news of the merger , But there is also a lot of bad news about macro and geopolitics , Macro economy will certainly become the main theme of this year .
Haseeb Think , The narrative exhaustion of cryptocurrency , But the fundamentals still look pretty good .
1 Earlier in the month ,Dragonfly Received a lot of games and DAO Infrastructure Pitch Deck, Most of them are repetitive , Although now with the pursuit of investors , The speed is slowing down .
game ： Whether you can invest in the next... In the next few years P2E game ？
Haseeb Ideas ： Just know P2E It's not enough that games are popular now , As an investor , You need to understand the future economic situation . We all need to ask ourselves a question ： Do you think 3 What will the market look like in years ？
Haseeb I'm personally bearish on the current generation of P2E game , Because it's unsustainable , Everyone talks about Axie No one mentioned it. It's really interesting , About Axie Most of the content is about how it makes money .
Cloud（ analysts ） Point of view ： It's important to think about games from the perspective of first principles , People play games because it's fun . majority P2E Games are short-term money making tools , But if you can predict that you will like playing a game very much , It's easier to build faith .
1、 Poker and trading have a lot in common , For example, risk management 、 Emotion control 、 Understand the uncertainty of the results .
2、 Unlike poker , Poker can prepare you for trading , Venture capital is different .
3、 Venture capital is driven by the law of power , It tends to be relationship driven and brand building ：
There are few things you can hardly make money , At the same time, few things can make a lot of money （ The famous 80/20 Pare's law ）.
You do 100 Investment , among 3 One will use up all the capital you have invested , and 1 There will be 1000 Times the return .
In the field of cryptocurrency venture capital companies , You have to be truly valuable , Become willing to work with you ： You want your portfolio company to attach great importance to you , And establish a strong relationship with CO investors .
Dragonfly Most of the rounds of financing have come from angels / Co investors , They don't want to undertake all the financing transactions . therefore , In the long run , Maintaining relationships in this area is very valuable .
How to add value to the enterprise
1、 Help recruit , This is one of the hardest things for start-ups .
2、 Help it deal with legal and compliance matters .
3、 Many cryptocurrency startups need help in auditing , But auditors often have a large backlog of work . It's valuable to use your relationships to help speed up the process .
4、 Help public relations —— For example, in Coindesk Post information on .
5、 In a more professional way , such as ：
6、 image a16z、Paradigm、Dragonfly And other venture capital companies tend to invest in top projects , Because they provide added value that money can't buy , That is, the professionalism of the above purpose ：
（1） There are a lot of Web3 Venture capital companies have sprung up , You need to find your strengths , So you can tie your capital together , Make you more valuable than other venture capital companies .
（2）Cloud Point of view ： I appreciate Darren Lau & Not3LauCapital. Compared with other large venture capital companies , They can still pass Darren Contact in this field and find your own advantages . His TG The channel has 43k+ Local cryptocurrency audience .
1、 Share his previous successful investment experience . for example ： Yes AVAX/NEAR/Dune Analytics Seed round investment , wait .
2、 Help design Tokenomics、 Agreement and inform other projects of the pitfalls they fall into and how to avoid them .
3、 The top network in cryptocurrency , With other venture capital companies 、 The relationship between auditors and the media .
4、Dragonfly There are also some businesses in Asia that venture capital companies do not have , This is important to attract communities outside the United States .
VC When will you sell tokens ？
First ,Dragonfly Do not trade without any lock-in or short-term lock-in , Because they believe in the consistency of incentive mechanism . stay 2017 Year of ICO On the upsurge , Without locking , Some founders launch projects , And throw away a wave of supporters after they get their wealth .
Generally speaking ,Dragonfly Cap Will not be sold when the lock expires , Because they believe that in the long run , You can make a lot of money in this field , People buy... In a bear market BTC and ETH, And sell in the bull market to get rich , But rich people are those who buy early and hold long-term .
Dragonfly Some cases of selling operations are when fundamentals change or they affect the project / When the founder loses confidence , Otherwise they will keep holding .
ETH With other cottages Layer1 comparison
1、 In the know ETH2.0 If it doesn't happen right away ,2019 end of the year ,Haseeb Think others L1 It will be important .
2、 This will be a multi chain world ,ETH Will not monopolize L1 Spatial .
3、 expectation 2025 - 2030 year ,Haseeb Think ETH May possess 50-60% Market share , And the second one. L1 The operator may have 20%, The rest is by others L1 To occupy separately .
On how to upgrade from simple retail investors to Web3 Star players in the field ：
1、 Many people don't want to do dirty and tiring work .
2、 The most valuable thing in the community is the responsibility you take on . for example ： Create a note that will help new members of the community /AMA Abstract , Or take the initiative to propose a management vote （ Compared with many people who just write or write Discord To complain without making practical suggestions ）.
3、 Being actively responsible allows you to be invited to other communities /DAO, Become part of a closely connected circle .
Although airdrops of some projects have been manipulated , But airdrop will still exist for a long time ：
1、 Not dropping hints usually creates fear in the community / Unnecessary anger .
2、 Airdrop at Web3 The domain has also become a sticky specification .
Reality is , No one knows Web3 Where will the revolution go .
As a cryptocurrency investor , The important thing is to focus on the present , Instead of paying special attention to the future . When Dragonfly To invest in DeFi The protocol and L1 when （ stay DeFi summer and ETH Before it gets crowded ）, Their reason is , Now a large number of entrepreneurs have reasonable new ideas on how to establish the next generation blockchain .
Cloud View of the ： The question to ask yourself is ——
（1） Does this idea make sense ？
（2） Is this a new invention or just X stay Y A fork in the chain ？
（3） If these two factors are verified , And it attracts billions of TVL, That would be great . Otherwise , You have to accept the fact that many ideas will fail , But you just need 1-3 A big victory , You can get a jump .
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