How to Build Products from a VC Perspective

Transcript

1. We’re the Crypto Community VC in Japan Introduction to Skyland Ventures
2. E How to Build Products from a VC Perspective 1. What are the user’s attributes? 2. Where is the user located? 3. How to generate revenue? 4. Imitate what is working well. 5. Trends in the evolution of blockchain.
3. E 1. What are the user’s attributes? ・Traders, Investors 2. Where is the user located? ・Track on-chain information ・BASE, TON, MemeCoin How to Build Products from a VC Perspective
4. E 3. How to generate revenue? 1. Transactional model Generate a large number of transactions to earn fees. 2. AUM (TVL) model grow a big tvl and take an annual cut stablecoin, lending, custodians 3. Short-term project (only bull) NFT(2022), Ordinals, Meme, Depin, Gaming How to Build Products from a VC Perspective
5. E 4. Imitate what is working well. Punp.fun Total 75M USD ・Solana ・MemeCoin ・Platform and Exchange ・Transactional Model → TON or Base？ How to Build Products from a VC Perspective
6. E 5. Trends in the evolution of blockchain. EVM Multi-chains (Avalanche C-Chain, BNB, Polygon) ETH L2s (Optimism, Arbitrum, Taiko, zkSync, Scroll) Chain Kits (OpStack, AltLayer, Lumoz) New concept L1s (BeraChain, Monad) Bridges (OwltoFinance, OrbiterFinance, LayerZero, Wormhole) Nodes and Validators (Lido, NodeOPS) Shared Security (EigenLayer, Symbiotic) How to Build Products from a VC Perspective
7. E Focus on the phenomenon. Enjoy and keep building. Conclusion