Navigating Crypto as a Venture Fund
summary
Panel lays out concrete shifts: many VCs move to equity because LP rules and clearer revenue models make valuation easier, yet token bets still returned 70% gains on 2018 token portfolio and remain tactical. Examples: developer tooling sells as SaaS; Livepeer shows video transcoding economics collapsing from ~$150 to ~$0.37 electricity per stream; Hong Kong real‑estate pilots with Bank of China/New World probe tokenization; funds sue projects over delayed listings as tokens trade at fractions. Governance-wise tokens enable market pressure; early equity rights remain limited.
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chapters (6)
- 0:00Introduction
- 7:14Equity versus tokens
- 16:45Governance rights
- 26:55Security tokens
- 35:44Token liquidity
- 37:54Closing & Q&A
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