## Major investment themes

- new internet
How will [Crypto Tokens: A Breakthrough in Open Network Design](https://medium.com/@cdixon/crypto-tokens-a-breakthrough-in-open-network-design-e600975be2ef) affect [The Internet Economy](https://medium.com/@cdixon/the-internet-economy-fc43f3eff58a)? Technical protocols are the driving force behind paradigm-shifting technologies. [Bitcoin As Protocol](https://www.usv.com/blog/bitcoin-as-protocol)

- dis-intermmediated financial services. After all, Bitcoin is threatening to replace state-ssued currencies.

Is there a product-market fit? How to achieve the value capture? [On the immaturity of tokenized value capture mechanisms](https://medium.com/paratii/on-the-immaturity-of-tokenized-value-capture-mechanisms-1fde33f2bc8e)

### Investors panel

[Investor Panel: "Investing in a Decentralized Eco-System" | Blockstack Berlin 2018]() 

[Blockchain: Harvard Business School Alumni Angles]() with
Nicolas Cary, Daniel Masters, Chairman at XBT Provider and Global Advisors, ... Alexander Shelkovnikov, Cyrus Fazel

### Insightful investors

[Albert Wenger on the Decentralized Future: What is it and how do we not screw it up?](https://www.youtube.com/watch?v=Z3EBcmQZCZw)

[Talks at GS – Naval Ravikant: The Capital Play Behind Blockchain and Cryptocurrency](https://www.youtube.com/watch?v=dvZNUHfbs8w)

## VC investments

[Blockchain Investment Trends In Review](https://www.cbinsights.com/research/report/blockchain-trends-opportunities/) in 2017

![USV and a16z](https://s3.amazonaws.com/cbi-research-portal-uploads/2017/11/28121730/2017.11.27-AH-OSV-Blockchain-Investments-Timeline.png 'USV and a16z')

[Tokenized Tor? A16z, DFJ and More Back Private Internet Project Orchid](https://www.coindesk.com/tokenized-tor-orchid-blockchain-decentralized-internet/)