Nazarii Hrechanyk’s Post

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Enabling access to early-stage crypto investments for Gen Z | Web3 VC | Blockchain | Influencer Marketing

Key Insights After Attending #Devcon2024 in Bangkok: [Part 1] 1/ $16B Cash Buying Pressure from FTX claims in Q4 2024 Mark the 2 remaining dates of “omnibus hearings” scheduled for November 20, and December 12 and check what happened after the first one on October 22. All the way up IMHO, BTC to 180k in Q2'2025. NFA 2/ VC Challenges Many venture capital firms remain heavily illiquid. Raising N+1 funds remains difficult for existing funds due to poor performance. I expect to see plenty of new funds appear in Q2 2025 leveraging BTC price action but they'll be late to the party and we will not see them in the next cycle. 3/ Monad vs. Solana -> I do Believe, MegaEth vs. Solana -> I do not Monad Labs made it clear at Demo Day - "we want to challenge Solana Foundation and we'll grind for highly transactional retail-focused businesses - betting and gaming. Keone Hon and team CULTivate 4/ DeSci is a Category to Watch out CZ met Vitalik at DeSci event. Speculation is rife about how many pitch decks are being drafted in this category. If one gets funded, it could be a banger. 5/ Devcon Holds Tier 1 Conference Status but it's not longer Ethereum only The event boasted an incredible venue, over 700 side events, and a strong presence from major ecosystems like Solana, Sui, Monad, Base, Bera, Ton, and Polygon. 6/ Panel Focus: Tech-centric A clear need exists for panels centered on consumer applications and growth strategies. Considering stepping up as a host of a "Consumer Day". 7/ Infrastructure Projects aim to position themselves as middleware yet struggle to define their target users. 8/ Applications heavily lean towards memes and betting—reminiscent of Ethereum and Tron’s early days. 9/ Top Side Events: Stanford BASSLite for quality engagement, Crypto Pool Party by JustMoney x Twiskers for seamless UX https://lnkd.in/dJu4VEai https://lnkd.in/d-nJ6Giz The highest-quality sessions were hosted by Stamford, where attendees often stayed engaged for up to six hours. I have never seen that many VCs staying in one place for so long 10/ Avoid Mentioning You're an Angel or VC: Keeping your investor status undisclosed leads to better, more genuine conversations. "Wanna-be" founders quickly lose interest, while truly bullish founders drop the pretense and become more authentic. 11/ Word App's Potential: Worldcoin reportedly delivers KYC-verified users with zero marketing spend, a potential game-changer for user acquisition. 12/ Thailand Observations: Notable extremes: high humidity, traffic, stark social disparities, and local cuisine that, while good, feels overhyped (especially by Western attendees). I'd not live there but spending a week or two is worth it.

Kenneth James Berey

CEO & Founder ConnectWeb3 Philippines - HELPING WEB2/WEB3 COMPANIES | RAISING FUNDS | CONNECTING THE DOT | BUILDING AWARENESS | GLOBAL EXPANSION | BRAND & COMMUNITY BUILDERS | MARKETING STRATEGIST | PH AMBASSADOR

3w

Thanks for sharing Nazarii Hrechanyk , I'm agreed on some points. Hope to see you soon in other events.

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