Blog - INVESTING IN Blockchain

This week we discuss the results of our YE 2024 Meet The Blockchain Unicorns report and the impressive value creation occurring as a result of blockchain & digital asset technology – which is now responsible for nearly 20% of the world’s early-stage ventures worth over $1bn.

This week we discuss new portfolio company Lens Protocol – and the growing demand for a social platform which realigns users, the platform and the community to finally deliver on the digital town square that’s been promised to the world since the late 90s.

This week we discuss portfolio company Shrapnel – one of web3’s hottest emerging gaming properties – and the growing movement towards user-owned, user-generated content, bolstered by the rise of generative AI this year.

This week we discuss massive early-stage value creation occurring in blockchain which is fueling the need for robust enterprise-grade compliance tools and emerging compliance category leader, Chainalysis, which is rising up to meet the demand.

This week we discuss the growing institutional interest in digital assets and decentralized finance (or DeFi), the current barriers to entry and a company called Fordefi, that we believe is set to level the playing field for institutional access.

This week we discuss the upcoming Bitcoin Halving event and provide a framework for our investor community to understand what the halving (or “halvening”) really is and the short and long-term implications on Bitcoin’s supply, demand and price. 

This week we discuss Karate Combat, which is pioneering an evolution in pro sports ownership and engagement models, having launched the world’s first pro sports league structured as a decentralized autonomous organization (DAO), governed and gamified by a token.

This week we discuss the growing demand for regulated digital asset banking services and how companies, like London-based BCB Group, are leading the way in banking the underbanked through blockchain technology by bridging digital asset enterprises to the traditional financial system.

This week we discuss how London-based, FCA-regulated digital asset exchange Archax is meeting the underserved institutional demand in blockchain for exposure to tokenized assets – a market set to be worth trillions - as the world’s previously untapped assets begin to move on digital rails for the first time.

This week we talk about the legacy payments market in Africa and the large market opportunity for companies, such as Yellow Card, to upgrade the African financial system and deliver financial inclusivity through the use of stablecoins and other digital assets.

This week we talk about some of the issues associated with consensus mechanisms, and how innovators are addressing them including at RISC Zero - a recent Blockchain Coinvestors investment.