Vinny Lingham 成为 Multicoin Capital 合伙人
我们诚挚欢迎 Vinny Lingham(Twitter,Linkedin)加入 Multicoin Capital 并成为我们的合伙人。Vinny 是 Civi (区块链上身份验证解决方案的提供商)的CEO,他之前还是 Gyft 和 Yola,Inc 的创始人兼CEO。 Vinny 是加密领域的深度思想者,对该领域的技术及商业影响有着深刻的理解。他是这个生态系统里最广为人知且关注度最高的人之一。他将加入我们的投资委员会,并在投资事务中发挥积极作用。 以下是 Vinny 就这该公告所写的一篇博客文章。我们也发布了一篇报道,点击这里查阅。 加密投资民主化 2017 年,毫无疑问是加密交易和投资走出低谷,进入科技界及以外的每个人主流意识的一年。 今年 6 月,当我的公司 Civic 发售代币时,有多达 5 万人排队等着购买,我们最后成功完成了 3,300 万美元的代币发售。 我们是仅有的几十家尝试做类似事情的公司之一,代币被大规模地卖给了全球成千上万的人。我们要求每个人都使用 Civic 账户注册并进行购买——这样做某种程度上减少了人们重复购买而剥夺他人机会的行为发生。 最终大约 1 万人参与了我们的代币发售,这与其他 可能只有几百人参加的发售形成了鲜明的对比。这使我们能够为我们的产品建立一个网络效应,并与那些想与我们共同开发产品的人们紧密结合——他们对该产品的热情非常热烈,我们仍然在努力处理那些从代币持有人的网络收到的所有线索和机会。代币持有者热切地帮助我们构建网络,他们期盼着网络的成功,因为他们是其中的一份子。 从那以后,通过 ICO 和代币发售筹集到的资金规模达到了空前的水平——今年已经完成了超过 30 亿美元的筹资。我解释了很多,为什么这还只是一场新金融革命的开始,为什么代币正在吞噬世界。
我一直非常幸运,尤其是过去的6个月里,我在加密领域获得了一些独家交易流程,在短时间内做出了一些非常棒的投资,并获得了令人瞠目结舌的回报。然而,这个领域已变得非常拥挤,除非你有能力做尽职调查,了解技术、市场、团队和各种其他会影响投资成功的因素。加密领域的投资已经开始看起来更像是一项运动,只有专业人士才能赚到钱,而散户不能…… 根据我们实用型代币发售的成功,以及从中吸取的教训,我思考了很多关于 Civic 如何使金融甚至全社会的其他领域实现民主化的问题。 由于美国和世界其他地区的一些法律,大规模地进行众筹和将资金汇集到投资基金中是一项监管严格且成本高昂的活动。这意味着投资基金不需要从成千上万财富或收入中等的人群那里筹集资金,而是专注于高净值人士(HNWI)。换种典型的表达方式就是,只有富人才能拿到登上最好投资巨轮的凭证。 例如,美国和世界其他地区的法律将财富与智力混为一谈。举个例子,在美国,我们有法律规定,某些投资产品只能提供给“合格投资者”。 在美国,被认定为一个合格投资者,除主要住宅的价值外,你至少要有一百万美元的净资产,或者在过去两年里每年的收入至少为二十万美元 (如果已婚,夫妻每年收入加起来达到三十万美元即可),且今年预计将会赚到同样多的钱。 这意味着二十几岁的年轻人,那些有一些积蓄,但没有真正的财富积累的人,被基金或公司投资排除在外,因为他们被认为不够成熟,无法承担金融风险;因为他们的财富不符合法律体制规定的投资要求。 现在,我们十分理解,这些法律的存在是有着充分理由的——它会真正保护那些无知的投资者(比如爷爷奶奶),他们不知道加密货币是什么,而且很可能会被任何许诺一夜暴富的骗局骗倒。这些法律有其存在的价值,但却产生了意想不到的后果。 我的观点是,一个人的财富或收入并不决定他的智力或成熟度——知识来自经验、研究和参与,如果我们仅仅依靠积累的财富或收入作为一种不让人们获得高增长的投资机会的手段,那么我们很可能会看到这样一个世界:基尼系数持续上升,而像南非这样的国家的年轻人最终会因为高度不平等而奋起推翻政府。
加入 Multicoin Capital
我今天很高兴地宣布,我会加入 Multicoin Capital 团队,成为他们的合伙人。我强烈建议你在他们的网站上注册他们的加密研究通讯。Multicoin Capital 是一个长期的加密对冲基金,它目前只服务于富有的高净值个人(HNWI)与选择公司投资者和基金。 在过去的几个月里,我花了一些时间与他们的团队讨论加密网络,我必须说这段时间从他们那里学到了很多东西。Tushar Jain 和 Kyle Samani 对加密生态系统有着非常深刻的见解,并迸发了一些让我印象深刻的洞察。 我们花了很多时间讨论加密投资的民主化问题,并且得出了结论:我们可以通过利用 Civic 来遵守法规,利用我们的身份验证技术来确保我们完全遵守法规,从而实现大规模的加密投资。在这个阶段,我不能提供太多计划中的细节,但我期待着能够在明年年初宣布一些事情。 这额外的角色将为我提供更多时间专注于 Civic,因为 Multicoin 的团队非常有才华,而且我也相信他们能够管理我未来大部分加密货币的投资。
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