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Investment Questions

Crypto | Games | Mind Map

What questions need to be routinely reviewed to assess crypto's value proposition for widespread adoption?

Schema​

Strategy​

What is the best strategy to gain a critical mass of super-users that can influence and onboard regular users and also potentially become developers?

  • Trojan Horse How do you convince people to start becoming web3 citizens?
  • Scalability: How do you create web3 citizens most effectively?
  • Mindshare: Which offering will be most compelling to winning mindshare?
  • Developer experience: How do you ensure developers fall into a pit of success?

Decentralisation​

  • Costs vs Benefit of decentralization?
  • Where and when does decentralization matter most?
  • Mandatory: What must be be decentralized?
  • Overkill: What parts of the tech stack don't really need decentralization?

Sustainability​

How can you create a virtuous cycle for continuous growth?

  • Community: How to build an engaged value positive community?
  • Trust: How do you plan to maintain trust of your community?
  • Assets: How to defend assets held on-chain?
  • Insights: Leverage valuable insights from real world data?

Governance​

  • Strategy What will drive the evolution of decentralized networks?
  • Formality: On-chain voting or informal community-level governance?
  • Who decides what changes need to be made?

Security​

  • Bridges L3 or polychain with bridges?
  • Zero Knowledge Identity

Funding​

What mechanisms are best for each service boundary in the tech stack and stage of development?

  • Venture capital: What role will venture capital play?
  • Retail investors: What role will retail investors play?
  • Customers: What is critical mass to achieve self-funding?

Competition​

  • Will a single network dominate most use cases?
  • Will certain networks be superior in a subdomain of the crypto sphere?
  • What are the tradeoff fundamentals?

Architecture​

  • Composable: provide building blocks for innovation.
  • Vertically integrated: fully-featured, best practice path.

Timing​

  • Evolution: Where in the technology life cycle are we?
  • Cycles: How fast are innovation cycles?
  • Adoption: When will adoption hit critical mass?
  • Obstructions: Will regulation halt progress?

Regulation​

  • Interface with governments of nation states?
  • How quickly can the wheels of bureaucracy turn?
  • Who stands to lose influence? When will they realise?
  • What can adversaries do to halt progress?

Value Aggregation​

  • Protocol?
  • Decentralised Apps
  • Periphery services?
  • What will the dominant business models be?

Schema​