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Blockchain Investment PotentialDima Starodubcev
@21xhipster
Bitcoin Conference Russia 8 April 2016
cyber • Fund
Decentralized Investment Service
Satoshi • Fund
Blockchain Asset Management
Satoshi • Pie
Blockchain Traded Fund
Blockchain Investment Space
DAOs & Dapps Public
Blockchain Services Private
Permissioned Blockchains Private
Tokens!
Bitcoins Only$10B market cap
Legal EntityCoinbase or 21.co
Fiat Only~ $5B private cap
Legal EntityEris or Linux Foundation
Unknown
Censorship ResistanceImmutability
Crypto-Fiat BridgeCompliance
Consulting for service providersCost reduction for enterprises
Our Focus
cyber • Fund
Blockchain Assets vs Traditional AssetsBlockchain Assets Traditional Assets
Availability GlobalTransferable
Public - Locked in MarketsPrivate - Closed Groups
Full control Yes No
Taxation Optional Mandatory
Limits No Yes
Transparency Cheap Expensive
Privacy Cheap Impossible
Programmability Yes No
Examples Bitcoin - bitcoinsEthereum - ethersFactom - factoids
Coinbase - US equity21 Inc. - US equityFactom Inc. - GB equity
cyber • Fund
Lifetime Blockchain Crowdsales
cyber • Fund
Raised Diluted Dead Results
$ 52 mln130,764 bitcoins
~ 20%Mining + Dev
$ 1 mln5 projects
+ $ 1.3 bln+ 3.3 mln bitcoins
28 projects on paper
23 projects live
20 000 people participated
Blockchains as the Biggest Opportunity since the Internet
The new Internet of Things, Values, Chains and everything
No theory. Proof of Concepts are in Production clickable
Smart Contracts Autonomous Devices Programmatic Corporations
Finance, Law & Middlemen disruption enabled Control Layer for Internet of Things Disruption of White Collars enabled
cyber • Fund
Smart Contractsis
Finance and Law Disruption
~100 trillions
~100 trillions
~1 quadrillion
Currency M0 Stocks Derivatives
cyber • Fund
case
Robotics and AI
Source: Visual Capitalist
minus ~20 mln jobs in 5 years
minus ~30 mln jobs in 10 years
minus ~40 mln jobs in 15 years
Blockchain is perfect command and control tool
cyber • Fund
If a robot can Earn, Hold and Pay,well….
He (or she) can do Everything that You Can
cyber • Fund
case
Programmatic Corporations
~1 billion
organisations to automate
cyber • Fund
case
Blockchains as the Safe HavenWhat would you do if Everything fall?
How to save my money?
Negative Interest Rates Bearish Stocks Still Overheated Real Estate
Fiat Finance is under Existential Threat Buy or Hold or run to Gold? Miserable Bank Deposits?
cyber • Fund
What if Uber is designed like Bitcoin?
2009Legal Entity
Available for SV guys
2010Blockchain Entity
Available for Everybody
2016?Blockchain Entity
Available for Everybody
~300%CAGR
~350%CAGR
>400%CAGR
Why Blockchain Investments are Superior?
Blockchain secret sauce?
Tax Free Low-cost General Purpose Tech Economic Incentives
No ability to enforce without owner permission. Supranational, borderless and permissionless.
No need for buildings and people to operate. Once programmed it just works as defined.
1 specialized blockchain can disruptdozens of industries and thousands of companies.
In the core of success are properly designed economic incentives that command&control network behaviour
cyber • Rating
Evaluation Space Digital Assets Economyproofs are in a blockchain
Paper Assets Economyproofs are on a paper
Evaluation Purpose Growth & Risks Creditworthiness
Truthfulness Algorithmic Opinionated
Evaluation Process Community Driven Closed Expert Circle
Decision Making Decentralized Centralized
Rating Acquisition Nearly Free F@#%ing Expensive
Score Freshness Near Real Time Months of Delay
Base on Open Source Decentralized Reporting Spec
IFRSGAAP
How to Evaluate Assets of the Next Internet?
White paper draft & Proof-of-Concept implementation
70x in 70 months
20x in 18 months
25x in 6 months
10xin 9 months
8x in 21 months
Satoshi • FundSince 2011
Blockchain Asset Management
We Proud of our Decisions Proof
cyber • Fund
50% in $ and 15% in BTC Target Yearly Profitability
70%in Possession of Portfolio Managers
$150kAssets Under Management
First Satoshi•Fund product
Satoshi • PieSince 2016
Blockchain Traded Fund
cyber • Fund
Current Results
110Assets Listed
350 Individual Investors
$400kAssets Under Management
Cyber • FundSince 2014
Decentralized Investment Service
cyber • Fund
CyberProject
Decentralized Investment Protocol
cyber • Fund
Ethereum based
Is DAO
Enable blockchain investment servicesfor any kind of funds