Fundamentals RockawayX – Value accrual, modular vs. monolithic blockchains, industry trends & pain points | ep.78
Nov 21, 2023
52:52
In this episode, we’re joined by Viktor Fischer, the Founder and CEO of RockawayX – a product VC building and investing in the Web3 space. Over the next hour, we dive into the details around the current state of the crypto market, RockawayX's unique position as builders, and users, in addition to being investors.
We speak about the differences between modular and monolithic blockchains form an investors point of view, their pros and cons, what RockawayX’s framework is for assessing value accrual throughout the modular tech-stack, the best KPIs for performance assessment, and what the future of the blockchain market could look like.
Finally, Viktor walks us through the current pain points within our industry, where more capital should be allocated, what founders should be mindful of when growing their businesses, and the current challenges related to educating the traditional world about crypto.
RockawayX: https://rockawayx.com/
Viktor on X (Twitter): https://twitter.com/viktorfischer
RockawayX on X (Twitter): https://twitter.com/Rockaway_X
Make sure to leave a comment if you have any questions 🙌
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Timestamps:
00:00 Introduction
01:47 Background and overview of RockawayX
04:02 RockawayX’s builder-first approach?
06:14 The unique position of RockawayX in the market
08:20 Examples of RockawayX's investment approach
14:03 Differences between modular and monolithic blockchain architectures (investors POV)
18:04 Value capture in monolithic chains
22:15 RockawayX’s investment thesis for modular blockchains
26:29 What makes crypto exciting & why we need more user-focused investments
31:04 Value accrual in the modular blockchain stack
36:31 What are the best KPIs to measure/value blockchains?
39:37 The difference between great technologies vs. great investments
42:43 What trend and market sectors currently stand out in crypto?
46:15 Right now, DeFi is dead – we need more use cases for yield generation.
49:28 Biggest challenges for a fund in crypto today
49:50 The need for better education and communication in crypto
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