The VC Investment Thesis for Modularity

A conversation about VC investing and more with Maven 11 Researcher Mads Mathiesen


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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


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Disclaimer: Please be aware that investing in cryptocurrency and DeFi platforms involves risks like technical glitches and human errors. We may receive commissions for featuring certain projects, which will be clearly noted. Our content is educational only and not financial advice; we are not licensed advisors.


 

 

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