The Edge Podcast
How To Be Early In Crypto With Maven 11
May 8, 2025
Mads Mathiesen, a Research Partner at Maven 11, dives deep into the world of early-stage crypto investments. He talks about how the team identifies high-potential applications, including consumer apps and stablecoin payment systems. Mads discusses the evolving nature of crypto valuations and the necessity for innovative solutions in decentralized finance. He also highlights making early investments more accessible and shares insights on the future landscape of crypto consumer applications that truly resonate with users.
01:12:52
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Quick takeaways
- Maven 11 emphasizes the strategic importance of evolving from FAT apps to FAT protocols to enhance ecosystem value.
- The increasing focus on stablecoins and user-centric applications indicates a shift toward addressing real market needs in crypto investment.
Deep dives
The FAT App and Protocol Concept
The discussion centers around the FAT app and FAT protocol concept, emphasizing how applications like Hyperliquid can evolve from FAT apps into FAT protocols. This evolution occurs when an application creates foundational infrastructure that others can build upon, thereby enhancing the overall ecosystem. Hyperliquid exemplifies this by initially offering a trading platform and now advancing into protocol development, demonstrating a strategic shift towards a more robust infrastructure model. The implication is that by developing both an application and a supporting protocol, there is potential for greater value capture and functionality.
