The VC Investment Thesis for Modularity
VCs have been getting a lot of hate recently. The era of high FDV, low float launches may be coming to an end soon...or will it? In today's conversation we sat down with Mads Mathiesen, a long-time crypto researcher and now leading research for an elite crypto VC Maven11. He was writing about data availability and Celestia in 2019-2020, before anyone was really paying attention to modularity. We talk about Maven 11's big bets on modularity and why VCs are under fire in the current regime. We also talk about the evolution of crypto funding models in from the 2017 ICO craze to the structured…
The skinny
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