[Thursday Thoughts #11]
Today we sat down with Viktor Bunin to discuss angel investing - he covers a bunch including:
π§ Leveraging insights from his role at Coinbase to make informed decisions
πΈ Building a personal brand
Thanks to Index Coop for sponsoring!
https://dovemountain.substack.com/p/thursday-thoughts-11
Today we sat down with Viktor Bunin to discuss angel investing - he covers a bunch including:
π§ Leveraging insights from his role at Coinbase to make informed decisions
πΈ Building a personal brand
Thanks to Index Coop for sponsoring!
https://dovemountain.substack.com/p/thursday-thoughts-11
Dove Dispatch
Thursday Thoughts #11
Angel Investing - Viktor Bunin (Coinbase, formerly Bison Trails)
[Dove Dispatch #15]
This week we dig into the emerging crypto ecosystem in South America
β½οΈ Represents ~2% of investments
π New funds in the region emerging
π¦ Most investments going to exchanges
https://dovemountain.substack.com/p/dove-dispatch-15
This week we dig into the emerging crypto ecosystem in South America
β½οΈ Represents ~2% of investments
π New funds in the region emerging
π¦ Most investments going to exchanges
https://dovemountain.substack.com/p/dove-dispatch-15
Substack
Dove Dispatch #15
Focus on South America
[Dove Dispatch #16]
In February, Axoni raised $31M from UBS, Deutsche Bank, Citi, Goldman Sachs, J.P. Morgan, and Wells Fargo.
Then, we dived into banks investing in crypto:
π Banks launching dedicated crypto venture arms
π°Later rounds & CeFi deals are banks sweet spot
πΊπΈ and π¬π§ lead the charge
https://dovemountain.substack.com/p/dove-dispatch-16?justPublished=true
In February, Axoni raised $31M from UBS, Deutsche Bank, Citi, Goldman Sachs, J.P. Morgan, and Wells Fargo.
Then, we dived into banks investing in crypto:
π Banks launching dedicated crypto venture arms
π°Later rounds & CeFi deals are banks sweet spot
πΊπΈ and π¬π§ lead the charge
https://dovemountain.substack.com/p/dove-dispatch-16?justPublished=true
Substack
Dove Dispatch #16
Banks Ironic Evolution: From Warning Customers to Venture Investing
[Dove Dispatch #17]
Arweave has been on π₯ recently, with Mechanism Capital and eGirl Capital establishing positions.
So we dive into the Arweave funding landscape:
πͺ Some longstanding and active key investors
πΆ Pre-seed and seed rounds dominate
π Ongoing ecosystem funding initiatives
https://dovemountain.substack.com/p/dove-dispatch-17?justPublished=true
Arweave has been on π₯ recently, with Mechanism Capital and eGirl Capital establishing positions.
So we dive into the Arweave funding landscape:
πͺ Some longstanding and active key investors
πΆ Pre-seed and seed rounds dominate
π Ongoing ecosystem funding initiatives
https://dovemountain.substack.com/p/dove-dispatch-17?justPublished=true
Substack
Dove Dispatch #17
Funding The Permaweb With Arweave
[Thursday Thoughts #12]
Today we sat down with Fredrik Haga of Dune Analytics to talk about his company's funding journey:
π§° Boostrapping a company
π Building from π³π΄
π€ Networking tips to founders
Check out the full interview.
https://dovemountain.substack.com/p/thursday-thoughts-12
Today we sat down with Fredrik Haga of Dune Analytics to talk about his company's funding journey:
π§° Boostrapping a company
π Building from π³π΄
π€ Networking tips to founders
Check out the full interview.
https://dovemountain.substack.com/p/thursday-thoughts-12
Substack
Thursday Thoughts #12
Dune Analytics - Fredrik Haga
[Dove Dispatch #18]
Three weeks ago Union Square Ventures invested 500 ETH in
the Bright Moments Gallery, an NFT art gallery DAO.
So now we're digging into the NFT DAOs venture funding ecosystem:
π JennyDAO and FingerprintsDAO fundraises
π€ Benefits for both investors and DAOs
π Fundraising structuring
https://dovemountain.substack.com/p/dove-dispatch-18?justPublished=true
Three weeks ago Union Square Ventures invested 500 ETH in
the Bright Moments Gallery, an NFT art gallery DAO.
So now we're digging into the NFT DAOs venture funding ecosystem:
π JennyDAO and FingerprintsDAO fundraises
π€ Benefits for both investors and DAOs
π Fundraising structuring
https://dovemountain.substack.com/p/dove-dispatch-18?justPublished=true
Substack
Dove Dispatch #18
The rise of NFT DAOs
[Thursday Thoughts #13]
Today Michael Bentley from Euler shares insights about his experience from fundraising from
Paradigm and Lemniscap:
πΈ Raising $8M+ pre-launch
π€ Pitching tips to founders
π° Advice on token distribution
Check out the full interview.
https://dovemountain.substack.com/p/thursday-thoughts-13-euler-michael
Today Michael Bentley from Euler shares insights about his experience from fundraising from
Paradigm and Lemniscap:
πΈ Raising $8M+ pre-launch
π€ Pitching tips to founders
π° Advice on token distribution
Check out the full interview.
https://dovemountain.substack.com/p/thursday-thoughts-13-euler-michael
Substack
Thursday Thoughts #13
Euler - Michael Bentley
[Dove Dispatch #19]
In August, Dennison Bertram of Tally announced a $6M round and declared DAOs had funded the tools for more DAOs, by onboarding The LAO, Metcartel Ventures, Fire Eyes DAO, and BairesDAO.
Then, we dived into investment DAOs:
π§° Bringing more value add
πΆ Early & DeFi deals are DAOs sweet spot
β¨ Future looks bright
https://dovemountain.substack.com/p/dove-dispatch-19?justPublished=true
In August, Dennison Bertram of Tally announced a $6M round and declared DAOs had funded the tools for more DAOs, by onboarding The LAO, Metcartel Ventures, Fire Eyes DAO, and BairesDAO.
Then, we dived into investment DAOs:
π§° Bringing more value add
πΆ Early & DeFi deals are DAOs sweet spot
β¨ Future looks bright
https://dovemountain.substack.com/p/dove-dispatch-19?justPublished=true
Substack
Dove Dispatch #19
The Venture Ecosystem Against The Inevitable Rise Of DAOs
[Thursday Thoughts #14]
Today we sat down with Annika Lewis who explains why she thinks that the future of VC is multiplayer:
π€ LPs offering support to founders
π Tokenization benefits
π Lowering risk profile of investing
Check out the full interview.
https://dovemountain.substack.com/p/thursday-thoughts-14
Today we sat down with Annika Lewis who explains why she thinks that the future of VC is multiplayer:
π€ LPs offering support to founders
π Tokenization benefits
π Lowering risk profile of investing
Check out the full interview.
https://dovemountain.substack.com/p/thursday-thoughts-14
Substack
Thursday Thoughts #14
Annika Lewis - Vanedge Capital
[Dove Dispatch #20]
DAO operations is a budding crypto vertical - we build on analysis from Nichanan Kesonpat at 1kx and dive into its funding landscape:
π° Growing interest from investors
π Frameworks and Content/Product solutions stand out
πΊπΈ The US leads the charge
https://dovemountain.substack.com/p/dove-dispatch-20-dao-ops
DAO operations is a budding crypto vertical - we build on analysis from Nichanan Kesonpat at 1kx and dive into its funding landscape:
π° Growing interest from investors
π Frameworks and Content/Product solutions stand out
πΊπΈ The US leads the charge
https://dovemountain.substack.com/p/dove-dispatch-20-dao-ops
Substack
Dove Dispatch #20 - DAO Ops
After Money Legos, Organization Legos Get Fresh Capital
[Thursday Thoughts #15]
We spoke with Matti of Zee Prime Capital, who has quietly become one of the best investors in the space. We cover:
π Permissionless crypto investing
π€ Stakeholders diversification
π£ Sushi Strategic Raise
Check out the full interview.
https://dovemountain.substack.com/p/thursday-thoughts-15-matti-zee-prime?justPublished=true
We spoke with Matti of Zee Prime Capital, who has quietly become one of the best investors in the space. We cover:
π Permissionless crypto investing
π€ Stakeholders diversification
π£ Sushi Strategic Raise
Check out the full interview.
https://dovemountain.substack.com/p/thursday-thoughts-15-matti-zee-prime?justPublished=true
Substack
Thursday Thoughts #15 (Matti - Zee Prime Capital)
Thoughts on Sushi's raise, diversifying stakeholders, and much more
[Dove Dispatch #21]
Former ConsenSys employees Daniel Novy and Kavita Gupta recently launched Delta Blockchain Fund, a $50M fund.
This week, we dug into the emergence of Crypto Fund Mafias:
π Companies like Coinbase and ConsenSys are leading the charge
π€ CeFi & Infrastructure companies are the biggest producers of VC's
https://dovemountain.substack.com/p/dove-dispatch-21-crypto-fund-mafias?justPublished=true
Former ConsenSys employees Daniel Novy and Kavita Gupta recently launched Delta Blockchain Fund, a $50M fund.
This week, we dug into the emergence of Crypto Fund Mafias:
π Companies like Coinbase and ConsenSys are leading the charge
π€ CeFi & Infrastructure companies are the biggest producers of VC's
https://dovemountain.substack.com/p/dove-dispatch-21-crypto-fund-mafias?justPublished=true
Substack
Dove Dispatch #21 - Crypto Fund Mafias
Crypto Mafias Start Launching Funds
[Thursday Thoughts #16]
We chatted with Paul Veradittakit
of Pantera Capital who shared his thoughts on fundraising:
πΈ Tokens vs. equity
π’ Lead investors' role
π€ The emergence of crypto M&A
Check out the full interview.
https://dovemountain.substack.com/p/thursday-thoughts-16-paul-veradittakit
We chatted with Paul Veradittakit
of Pantera Capital who shared his thoughts on fundraising:
πΈ Tokens vs. equity
π’ Lead investors' role
π€ The emergence of crypto M&A
Check out the full interview.
https://dovemountain.substack.com/p/thursday-thoughts-16-paul-veradittakit
Substack
Thursday Thoughts #16 (Paul Veradittakit - Pantera Capital)
Thoughts on equity vs. tokens, transparency, M&A, and more
[Dove Dispatch #22]
Sky Mavis recently raised a massive $152M Series B round led by a16z to build a category-defining play-to-earn NFT gaming.
We dive into the hot capital market for P2E games:
π€ More than $1B raised in 2021
πΆ Seed rounds dominate
π»π³ Vietnam is a major hub
https://dovemountain.substack.com/p/dove-dispatch-22-play-to-earn-gaming?justPublished=true
Sky Mavis recently raised a massive $152M Series B round led by a16z to build a category-defining play-to-earn NFT gaming.
We dive into the hot capital market for P2E games:
π€ More than $1B raised in 2021
πΆ Seed rounds dominate
π»π³ Vietnam is a major hub
https://dovemountain.substack.com/p/dove-dispatch-22-play-to-earn-gaming?justPublished=true
Substack
Dove Dispatch #22 - Play-To-Earn Gaming
Venture Capital Fuels The Play-To-Earn Revolution
[Q3 2021 Fundraising Report]
We are excited to publish our fundraising report focused on Q3 2021 - the biggest quarter in crypto venture funding ever.
https://docsend.com/view/t2c92yuefkmwnajf
We are excited to publish our fundraising report focused on Q3 2021 - the biggest quarter in crypto venture funding ever.
https://docsend.com/view/t2c92yuefkmwnajf
DocSend
DocSend Document
[Thursday Thoughts #17]
Today we sat down with Tom Schmidt to discuss angel investing - he covers a bunch including:
π» His technical approach with founders
π Predictions for the coming months
πͺ Leveraging his position at Dragonfly Capital
Check out the full interview.
https://dovemountain.substack.com/p/thursday-thoughts-17-angel-investing?justPublished=true
Today we sat down with Tom Schmidt to discuss angel investing - he covers a bunch including:
π» His technical approach with founders
π Predictions for the coming months
πͺ Leveraging his position at Dragonfly Capital
Check out the full interview.
https://dovemountain.substack.com/p/thursday-thoughts-17-angel-investing?justPublished=true
Substack
Thursday Thoughts #17 (Angel Investing - Tom Schmidt from Dragonfly Capital)
Thoughts on building a network with founders, what he is excited about, investor risk profile, and more
[Dove Dispatch #23]
Weβre making a small change to our distribution format and condensing our content into a single issue each week.
This week Bradley Miles of Roll dropped a ton of knowledge about his experience with fundraising:
π΅ Seed extensions
π€ Distilling your companyβs value prop.
π€ Personal tokens vs. traditional funding processes
Plus 27 new fundraising rounds.
https://dovemountain.substack.com/p/dove-dispatch-23-bradley-miles-roll?justPublished=true
Weβre making a small change to our distribution format and condensing our content into a single issue each week.
This week Bradley Miles of Roll dropped a ton of knowledge about his experience with fundraising:
π΅ Seed extensions
π€ Distilling your companyβs value prop.
π€ Personal tokens vs. traditional funding processes
Plus 27 new fundraising rounds.
https://dovemountain.substack.com/p/dove-dispatch-23-bradley-miles-roll?justPublished=true
Substack
Dove Dispatch #23 (Bradley Miles - Roll)
Seed extensions, presenting your project to investors, and much more
[Dove Dispatch #24]
The Algorand Foundation recently launched a $300M fund to support DeFi innovation.
This week we dived into the Algorand ecosystem fundraising landscape:
πͺ Major funding initiatives
βοΈ On-chain metrics increasing
πΈ Bullish funds make big bets
Plus 32 new fundraising rounds.
https://dovemountain.substack.com/p/dove-dispatch-24-algorand
The Algorand Foundation recently launched a $300M fund to support DeFi innovation.
This week we dived into the Algorand ecosystem fundraising landscape:
πͺ Major funding initiatives
βοΈ On-chain metrics increasing
πΈ Bullish funds make big bets
Plus 32 new fundraising rounds.
https://dovemountain.substack.com/p/dove-dispatch-24-algorand
Dove Dispatch
Dove Dispatch #24 - Algorand
Algorand's Funding Activity Kicks Off
[Dove Dispatch #25]
We chatted with Haseeb Qureshi of Dragonfly Capital who shared his thoughts on fundraising:
π° Fund of funds
π Cross-border identity
π Multi-stage investing
Plus 32 new fundraising rounds.
https://dovemountain.substack.com/p/dove-dispatch-25-haseeb-qureshi-dragonfly?justPublished=true
We chatted with Haseeb Qureshi of Dragonfly Capital who shared his thoughts on fundraising:
π° Fund of funds
π Cross-border identity
π Multi-stage investing
Plus 32 new fundraising rounds.
https://dovemountain.substack.com/p/dove-dispatch-25-haseeb-qureshi-dragonfly?justPublished=true
Dove Dispatch
Dove Dispatch #25 (Haseeb Qureshi - Dragonfly Capital)
Fund of funds, Layer 2, cross-border identity, multi-stage investing, and much more
[Dove Dispatch #26]
In October 2021, deBridge raised $5.5M from top investors after having won the @chainlink hackathon.
This week we dive into ETHGlobal - one of the best crypto hackathons - and look at fundraising activity coming out of it:
π Very few projects have announced funding
π°DeFi remains a focus
Plus 22 new fundraising rounds.
https://dovemountain.substack.com/p/dove-dispatch-26-ethereum-hackathons?justPublished=true
In October 2021, deBridge raised $5.5M from top investors after having won the @chainlink hackathon.
This week we dive into ETHGlobal - one of the best crypto hackathons - and look at fundraising activity coming out of it:
π Very few projects have announced funding
π°DeFi remains a focus
Plus 22 new fundraising rounds.
https://dovemountain.substack.com/p/dove-dispatch-26-ethereum-hackathons?justPublished=true
Dove Dispatch
Dove Dispatch #26 - Ethereum Hackathons
ETHGlobal As A Deal Source For Investors
[Dove Dispatch #27]
We sat down with Mike Wen of Gallery to talk about his company's funding journey:
π€ Bringing power users onboard
β± Fundraise timing
Plus 28 new fundraising rounds.
https://dovemountain.substack.com/p/dove-dispatch-27-mike-wen-gallery?justPublished=true
We sat down with Mike Wen of Gallery to talk about his company's funding journey:
π€ Bringing power users onboard
β± Fundraise timing
Plus 28 new fundraising rounds.
https://dovemountain.substack.com/p/dove-dispatch-27-mike-wen-gallery?justPublished=true
Dove Dispatch
Dove Dispatch #27 (Mike Wen - Gallery)
Fundraise timing, hype around NFTs, power users, and much more