Origins - Inside Venture Capital, Hosted by a GP and an LP cover image

David Fauchier, Cambrial Capital

Origins - Inside Venture Capital, Hosted by a GP and an LP

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Navigating Traditional Venture Capital in the Blockchain Space

This chapter explores the challenges faced by traditional venture capitalists when investing in blockchain-related companies, particularly in retail-driven sectors like exchanges and hardware wallets. It discusses the vulnerabilities and lack of steady cash flows in these businesses, contrasting them with opportunities in companies with strong data network effects. The chapter also touches on the market potential of crypto assets, the interest of LPs in crypto funds, and the trend of institutional investors getting involved in this evolving ecosystem.

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