保罗Veradittakit

2023年1月24日,

保罗Veradittakit Pantera资本认为,现在可能是一个好时机新企业家进入加密空间。64总观点尽管价格低迷的加密和最近的公司倒闭,背后的一个关键投资者加密对冲基金Pantera资本认为从未有一个更好的时间开始一个区块链公司。1月23日发布的关于未来一年的高管Pantera资本,普通合伙人保罗•Veradittakit Pantera资本解释说,“平均”工作人员的教育和热衷于加密加密空间比在之前的周期。强大的开始!https://t。有限公司/ gFe5fUM0gT总体而言,他说,“我们看到更高比例的初创公司进入市场,并有很强的团队——企业家像Coinbase建立加密的初创公司,大型科技公司像Facebook,乳房,和广场,和传统金融机构如摩根大通和高盛(Goldman Sachs)。”The market is still very bearish , with some companies folding and prices recovering lost ground, but Veradittakit believes it's still a worthwhile time to be in the space, citing the billions invested into the space from venture capital firms in the first half of 2022, adding: "In our experience, bear markets typically represent a time where there is less noise and distraction from building." "In addition, we've observed that institutions and enterprises are more open than ever before to working with blockchain companies to enhance their businesses," Veradittakit said. The general partner said he has also observed volume shifting toward highly-regulated exchanges and DeFi-based decentralized exchanges as people try to protect their assets from bad actors, which could inspire the next generation to enter the crypto space. Decentralized exchange volume within the last 12 months, November (the month of FTX’s collapse) had a large increase in trading volume. Source: DeFiLlama "With more scrutiny around trust and security, we believe there are opportunities for startups in areas like self-custody, security, insurance, and identity," he said. Meanwhile, Dan Morehead, the CEO of Pantera Capital, expressed a similar bullish view toward the crypto space, arguing: "Despite lower prices, I think the space is clearly in a much better position than ever." According to Morehead, since 2017, developer infrastructure, which was "Practically non-existent back then," has improved dramatically. "It's just so much easier to write smart contract-based systems now than in the previous cycle," he said. "Every other area of the stack has improved, whether test suites or automated tools to catch common bugs in smart contracts, to having IDE support for Solidity," Morehead added. Morehead also points to scalability solutions enabling lower transaction fees as a great leap forward for the space, as "decentralized exchanges can't compete with centralized exchanges if fees are too high." There is still plenty of fear, uncertainty, and doubt (FUD) floating around in the wake of FTX’s collapse and the resulting contagion in 2022 but Morehead believes the industry is still very much alive. "People were saying, 'crypto is dead', yet I believe it was one of the best times to get in the space, start building serious things, and a great time to deploy capital into crypto. It really is darkest before dawn,” he said.