How to Invest in Blockchain
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Presentation at Blockchain Unchained in Geneva, Sept 12 2018, covering the landscape of investment opportunities in the blockchain sector.
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How to Invest in Blockchain
- 1. How to Invest in Blockchain William Mougayar Investor, Advisor, Board Member Managing Partner, JM3 Capital Author, The Business Blockchain Founder, The Token Summit and WMX @wmougayar wmougayar@gmail.com Geneva, 12 September 2018
- 2. NOT… Speculate. NOT… What to invest in. ➔ How to THINK about the investment landscape © 2018 William Mougayar @wmougayar
- 3. ① Who ② What ③ How © 2018 William Mougayar @wmougayar
- 4. Disclosures and Market Activities • Book (10 languages) • Token Summit • Active blogging • WMX Blockchain Index • Tech Accelerators & VC relationships • Knowledge websites • Strategic Advisory • Boards & Foundations • Startups Investments • ICOs participation & Advisory • Regulatory interactions
- 5. © 2018 William Mougayar @wmougayarSource: Elementus
- 7. 70% 30-40% 5-10% Web Analogy & Where We Are © 2018 William Mougayar @wmougayar Web: Facebook, Twitter Web: Internet, HTTP, HTML Web: Java, Oracle, Microsoft
- 8. Blockchain Landscape © 2018 William Mougayar @wmougayar
- 9. ① Consumers ② High Net Worth, Family Offices ③ Institutional Funds © 2018 William Mougayar @wmougayar Who is investing?
- 10. Instruments and Liquidity © 2018 William Mougayar @wmougayar CC Derivatives (e.g. futures, Indices, ETF’s) Equity Future Token Rights Cryptocurrencies Token Offerings
- 11. Tokens 1.0 vs. Tokens 2.0 Copying what we see vs. Inventing what we don’t see © 2017 William Mougayar @wmougayar
- 12. OLD NEW NEW OLD NEW NEW COMPANIES SCOPE © 2018 William Mougayar @wmougayar Segmentation of Implementations ? ✔ 1.0 2.0 B2B
- 13. Some Decentralization Examples • Blockchains • P2P Commerce (OpenBazaar) • CryptoAssets Trading (CryptoKitties) • Decentralized Exchanges (0x) • Decentralized Storage (Storj, Filecoin) • Decentralized Computing (Golem, Dfinity) • Decentralized Content (Peepeth) • More… © 2018 William Mougayar @wmougayar
- 14. Tokens Segmentation 1. Cryptocurrency 2. Functional Tokens with utility (Work, Governance, Right, Payment) 3. Security Tokens (Equity, non- Equity/Collateral-ized) 4. Cryptoassets (Collectibles, Art, Digital assets) © 2018 William Mougayar @wmougayar
- 17. © 2018 William Mougayar @wmougayar
- 18. 10 Things you Can Do on the Blockchain that you Can’t on the Web 1. Send money from one person to another without traditional intermediaries. 2. Be the sole owner of a digital good, digital collectible or a real asset’s crypto proxy. 3. Earn money as a reward for work done (by a computer or human). 4. Be your own bank, and hold your own cryptocurrency. 5. Sell or buy something without any central co-ordinating authority. 6. Share unused computing or storage capacity and get paid for it. 7. Store content on a decentralized network that would never go down or get censored. 8. Contribute to recording something on the blockchain. 9. Pay for a service or good using a cryptocurrency you earned. 10. Earn cryptocurrency for data you shared.
- 20. © 2018 William Mougayar @wmougayar Tracking the Blockchain Market with Numbers Market Cap _ USD 189 B * Daily Trades _ USD 18 B Total Raised _ USD 26 B Coins Traded _ 1,639 Apps _ 5,000+ Macro View • Active Users (Daily, Weekly or Monthly) • Total transactions (number) • Value of transactions (value) • Balances in smart contracts (value) • Transactions to/from contracts (number) • Value of transactions to/from contracts (value) • Blockchain rewards to users (value) • Wallets value (value) Outcomes • Unique addresses • Active addresses • Wallets • Nodes • Transactions per second • Blocks per hour • Developers • API calls • Software downloads • Repositories • Commits • App downloads • Clients Activity (numbers) Traction View * as of Sept. 12 2018, Source: CoinMarketCap
- 23. © 2018 William Mougayar @wmougayar
- 24. ① Consumers: Public ICOs, Public Cryptocurrencies, Indices, Managed Funds. ② High Net Worth, Family Offices: Public/Private ICOs or Equity as accredited investors. ③ Institutional Funds: Hedge funds, VC funds, Hybrid funds, across the whole spectrum. © 2018 William Mougayar @wmougayar How to invest?
- 25. Selling the Vision Build-out Installation Deployment Acceleration Vision Realization 2018-2020 2013-2015 2015-2016 2021+ 2016-2018 2019-2021 Blockchain: The Evolution We are here © 2017 William Mougayar @wmougayar
- 26. © 2018 William Mougayar @wmougayar Computation Protocols Data Content Storage Work Rewards EarningSpending Sharing Industry Trade Law Finance Nations The Blockchain Economy
- 27. The best way to invest in the blockchain is to invest your time using blockchain Apps to learn and earn. © 2018 William Mougayar @wmougayar
- 28. The stone age didn’t end for a lack of stones. © 2018 William Mougayar @wmougayar
- 29. THANK YOU William Mougayar Investor, Advisor, Board Member Managing Partner, JM3 Capital Author, The Business Blockchain Founder, The Token Summit and WMX @wmougayar wmougayar@gmail.com http://startupmanagement.org/blog jm3.capital