Bitcoin Native Venture Capital
summary
Panel argues Bitcoin-native VC is practical and growing: focus is Lightning applications, ZK rollups for extra programmability, DLCs and covenants as tooling, and stablecoin use over Lightning for low-cost settlement. Regulatory clarity and banking access materially change underwriting; token-heavy deals are treated cautiously because tokens vest fast (24 months) and enable quick sell pressure. Market signals: seed rounds $2–4M, series A $10–12M, and reported pre-seed up 360% with Bitcoin-native software deal volume up ~69% in 2023.
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chapters (9)
- 0:00Introduction of Panelists.
- 3:50Underwriting Investments and Regulatory Framework
- 7:34VC Funding in the Bitcoin Space
- 11:15The challenge of competing with established companies
- 15:03Aligning Entrepreneurs and Investors in Sustainable Growth
- 18:39Interesting Trends in the Investment Space
- 22:21Scaling Solutions with Bitcoin
- 26:06The Scaling Solution for Bitcoin and Extra Programmability
- 29:55The design space opening up
