
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Crypto Investment Strategies
This chapter explores investment strategies focused on identifying cryptocurrency projects with potential competitive advantages, or 'moats'. It discusses the evolving dynamics of value capture in the blockchain ecosystem, developer activity tracking, and the contrasting approaches of traditional venture capital to the open nature of crypto markets. Additionally, it emphasizes the importance of tailored support for blockchain entrepreneurs as they transition from Web 2 to Web 3, highlighting the need for adaptive strategies in a multi-chain environment.
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