The Rollup The VC Investment Thesis for Modularity
VCs have been getting a lot of hate recently. The era of high FDV, low float launches may be coming to an end soon...or will it?
In today's conversation we sat down with Mads Mathiesen, a long-time crypto researcher and now leading research for an elite crypto VC Maven11. He was writing about data availability and Celestia in 2019-2020, before anyone was really paying attention to modularity.
We talk about Maven 11's big bets on modularity and why VCs are under fire in the current regime. We also talk about the evolution of crypto funding models in from the 2017 ICO craze to the structured funding models of today, the landscape has evolved dramatically. We also explore potential shifts in VC strategies to better align with the unique timelines and risks inherent in crypto projects.
After that, the conversation went into the big bets that Maven 11 has placed on modularity and the key players which they invested in early. Recently, Mads put out a post about the commoditization of complements strategy which a ton of the modular parts play. We discussed this in-depth and we found a lot of commonalities in our theses as well.
The Rollup
Maven 11 Website: https://www.maven11.com/
Maven 11 Socials: https://twitter.com/Maven11Capital
๐ช๐ฒ ๐๐ฟ๐ ๐ผ๐๐ฟ ๐ฏ๐ฒ๐๐ ๐๐ผ ๐ฝ๐ฟ๐ผ๐ฑ๐๐ฐ๐ฒ ๐ต๐ถ๐ด๐ต-๐พ๐๐ฎ๐น๐ถ๐๐, ๐ป๐ผ๐ป-๐ฏ๐ถ๐ฎ๐๐ฒ๐ฑ, ๐ฒ๐ฑ๐๐ฐ๐ฎ๐๐ถ๐ผ๐ป๐ฎ๐น ๐ฐ๐ผ๐ป๐๐ฒ๐ป๐ ๐ณ๐ผ๐ฟ ๐๐ต๐ฒ ๐ฐ๐ฟ๐๐ฝ๐๐ผ ๐ฒ๐ฐ๐ผ๐๐๐๐๐ฒ๐บ. ๐ฆ๐๐ฝ๐ฝ๐ผ๐ฟ๐ ๐๐ ๐๐ต๐ถ๐น๐ฒ ๐น๐ฒ๐ฎ๐ฟ๐ป๐ถ๐ป๐ด ๐บ๐ผ๐ฟ๐ฒ ๐ฎ๐ฏ๐ผ๐๐ ๐ถ๐บ๐ฝ๐ผ๐ฟ๐๐ฎ๐ป๐ ๐ฐ๐ผ๐ป๐ฐ๐ฒ๐ฝ๐๐ ๐ฏ๐ ๐ฐ๐น๐ถ๐ฐ๐ธ๐ถ๐ป๐ด ๐ฎ๐ป๐ ๐ผ๐ณ ๐๐ต๐ฒ ๐น๐ถ๐ป๐ธ๐ ๐ฏ๐ฒ๐น๐ผ๐ ๐ณ๐ผ๐ฟ ๐ณ๐ฟ๐ฒ๐ฒ ๐ฟ๐ฒ๐๐ผ๐๐ฟ๐ฐ๐ฒ๐:
Website: https://therollup.co/
Spotify: https://open.spotify.com/show/1P6ZeYd..
Podcast: https://therollup.co/category/podcast
Follow us on X: https://www.x.com/therollupco
Follow Rob on X: https://www.x.com/robbie_rollup
Follow Andy on X: https://www.x.com/ayyyeandy
Join our TG group: https://t.me/+8ARkR_YZixE5YjBh
The Rollup Disclosures: https://therollup.co/the-rollup-discl
๐๐๐ฆ๐๐๐๐๐ ๐๐ฅ: ๐๐ฏ๐ท๐ฆ๐ด๐ต๐ช๐ฏ๐จ ๐ช๐ฏ ๐ค๐ณ๐บ๐ฑ๐ต๐ฐ๐ค๐ถ๐ณ๐ณ๐ฆ๐ฏ๐ค๐บ ๐ข๐ฏ๐ฅ ๐๐ฆ๐๐ช ๐ฑ๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ๐ด ๐ค๐ฐ๐ฎ๐ฆ๐ด ๐ธ๐ช๐ต๐ฉ ๐ช๐ฏ๐ฉ๐ฆ๐ณ๐ฆ๐ฏ๐ต ๐ณ๐ช๐ด๐ฌ๐ด ๐ช๐ฏ๐ค๐ญ๐ถ๐ฅ๐ช๐ฏ๐จ ๐ต๐ฆ๐ค๐ฉ๐ฏ๐ช๐ค๐ข๐ญ ๐ณ๐ช๐ด๐ฌ, ๐ฉ๐ถ๐ฎ๐ข๐ฏ ๐ฆ๐ณ๐ณ๐ฐ๐ณ, ๐ฑ๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ ๐ง๐ข๐ช๐ญ๐ถ๐ณ๐ฆ ๐ข๐ฏ๐ฅ ๐ฎ๐ฐ๐ณ๐ฆ. ๐๐ต ๐ค๐ฆ๐ณ๐ต๐ข๐ช๐ฏ ๐ฑ๐ฐ๐ช๐ฏ๐ต๐ด ๐ต๐ฉ๐ณ๐ฐ๐ถ๐จ๐ฉ๐ฐ๐ถ๐ต ๐ต๐ฉ๐ช๐ด ๐ค๐ฉ๐ข๐ฏ๐ฏ๐ฆ๐ญ, ๐ธ๐ฆ ๐ฎ๐ข๐บ ๐ฆ๐ข๐ณ๐ฏ ๐ข ๐ค๐ฐ๐ฎ๐ฎ๐ช๐ด๐ด๐ช๐ฐ๐ฏ ๐ฐ๐ณ ๐ง๐ฆ๐ฆ ๐ข๐ด ๐ข ๐ด๐ฑ๐ฐ๐ฏ๐ด๐ฐ๐ณ๐ด๐ฉ๐ช๐ฑ, ๐ช๐ง ๐ต๐ฉ๐ช๐ด ๐ช๐ด ๐ต๐ฉ๐ฆ ๐ค๐ข๐ด๐ฆ ๐ธ๐ฆ ๐ธ๐ช๐ญ๐ญ ๐ข๐ญ๐ธ๐ข๐บ๐ด ๐ฎ๐ข๐ฌ๐ฆ ๐ด๐ถ๐ณ๐ฆ ๐ช๐ต ๐ช๐ด ๐ค๐ญ๐ฆ๐ข๐ณ. ๐๐ฆ ๐ข๐ณ๐ฆ ๐ด๐ต๐ณ๐ช๐ค๐ต๐ญ๐บ ๐ข๐ฏ ๐ฆ๐ฅ๐ถ๐ค๐ข๐ต๐ช๐ฐ๐ฏ๐ข๐ญ ๐ค๐ฐ๐ฏ๐ต๐ฆ๐ฏ๐ต ๐ฑ๐ญ๐ข๐ต๐ง๐ฐ๐ณ๐ฎ, ๐ฏ๐ฐ๐ต๐ฉ๐ช๐ฏ๐จ ๐ธ๐ฆ ๐ฐ๐ง๐ง๐ฆ๐ณ ๐ช๐ด ๐ง๐ช๐ฏ๐ข๐ฏ๐ค๐ช๐ข๐ญ ๐ข๐ฅ๐ท๐ช๐ค๐ฆ. ๐๐ฆ ๐ข๐ณ๐ฆ ๐ฏ๐ฐ๐ต ๐ฑ๐ณ๐ฐ๐ง๐ฆ๐ด๐ด๐ช๐ฐ๐ฏ๐ข๐ญ๐ด ๐ฐ๐ณ ๐ญ๐ช๐ค๐ฆ๐ฏ๐ด๐ฆ๐ฅ ๐ข๐ฅ๐ท๐ช๐ด๐ฐ๐ณ๐ด.
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