DePIN Hub #007 - Borderless - The state of venture capital in DePIN
Jan 8, 2024
Alvaro Gracia, Partner at Borderless Capital, discusses the current market cycle, advice for new DePIN founders, and the regulatory environment in the US. They explore the tradeoff between physical hardware and software in fast-scale projects, the growth potential of venture capital in DePIN, and the psychology and excitement in the venture capital market. They also talk about dipping projects, the composability of Deepins, and upcoming projects in the community.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 β’ 3min
Telco and Crypto: Exploring the Relationship and Bordeles Capital's Role in the Web3 Space
03:07 β’ 5min
Tradeoff between Physical Hardware and Software in Fast-Scale Projects and Challenges for VC Firms
08:05 β’ 4min
The Growth Potential of Venture Capital in DePIN
11:50 β’ 14min
Understanding the Psychology and Excitement in the Venture Capital Market
25:22 β’ 2min
Dipping Projects and the Composability of Deepins
27:14 β’ 3min