Sam Hallene and Aryan Sheikhalian are analysts at CMT Digital, a subsidiary of the CMT Group.

In this episode, Hallene and Sheikhalian unpack the key trends they are observing in crypto's VC market, including the intersection of blockchain and AI and its implication for improving user data ownership, verified inference, and the use of blockchain to govern non-deterministic models.

OUTLINE

00:00 Introduction

05:31 Current VC Landscape

07:02 VC Market Decoupling

12:11 PMF in Crypto

15:58 Non-Financial Use Cases

22:00 DeFi's Future

23:17 Tokenization Trends

29:13 Crypto Venture Market Forecast

35:56 Closing Thoughts

This episode is brought to you by our sponsor Polkadot

Polkadot is the blockspace ecosystem for boundless innovation. To discover more, head to polkadot.network

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CMT Digital investors unpack how crypto's VC landscape has transitioned from mania to maturity 37:34 Share

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CMT Digital investors unpack how crypto's VC landscape has transitioned from mania to maturity