Opinions and analyses

Those of you following Applied Crypto Ventures (previously called AVG Blockchain Fund) are probably aware of our laser focus on the foundational layers of the blockchain stack. Our strategy has been largely based on our published thoughts regarding near-term opportunities in the sector in infrastructure and protocols.

We have also developed a view that in this nascent sector, the best deals in line with that strategy (entrepreneurs, technology teams, and investor syndicates) are based in the US — and consequently our early stage investments have been concentrated here.

However, we are now revisiting our geographical concentration strategy based on three observations:

Enough people asked me to present a primer on how blockchain works (rather to answer the question: is it Bitcoin or is it Blockchain) that I decided to put together a set of slides.  Note that I make some generalizations here in the interest of keeping it simple enough to be a first introduction.

Talk to us

See more of our opinions, fund updates and analyses on Medium

Medium 

We welcome your comments and questions.