Generalized Mining and The Third-Party Economy hosted by CoinFund and Cambrial at Prague Blockchain Week
Panel #2: New Role of Crypto Investors
Moderator: David Fauchier (Cambrial Capital)
Panelists:
Jake Brukhman, CoinFund, Partner
Max Mersch, Fabric Ventures, Partner
Kyle Samani, Multicoin Capital, Partner
Questions/Themes:
- What does a value-add crypto fund look like?
- Define GM - what are the boundaries?
- Generic PoS
- Lending / borrowing
- Layer 2, etc.
(Kleros / decentralised arbitration fits into ‘we provide work to networks’ but it’s clearly not something you’d do?) - How hard is is to spin up a GM operation? Defensibility?
- Will we see GM-only funds or this is a bolt-on / value-add service that VCs provide? Is a fund really the best way to structure this versus an opco? How do you deploy capital into this?
Recommended Reading:
- https://blog.coinfund.io/livepeer-cry...
- https://multicoin.capital/2018/10/23/...
- https://medium.com/fabric-ventures/th...
- https://medium.com/notation-capital/n...
- https://avc.com/2018/10/engaging-in-c...
