Unlocking Innovation with Blockchain and Crypto Venture Capital Funds
Abstract:
Blockchain and crypto-focused1 venture capital (BCVC) funds offer a compelling opportunity alongside traditional venture capital (VC) strategies. While some investors question the merits of blockchain technology and may overlook these funds, this could mean missing out on exposure to managers and innovations with the potential to transform industries and deliver outperfor- mance.2 However, investors should expect significant dispersion in blockchain-focused funds, similar to that of other VC funds. As such, rigorous diligence in fund selection and thoughtful integration into a well-diversified VC portfolio will be essential to enhancing overall portfolio returns. For investors with VC exposure, this may mean allocating up to 1%–2% of the total portfolio exposure to BCVC. In this piece, we explore the market dynamics shaping cryptoassets,3 share our rationale for including BCVC in VC portfolios, and outline key considerations for inte- gration into family and institutional portfolios.
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