Fundraising - Neil Murray, a solo VC and "Lovable investor", is raising a third Nordic-focused fund [1] Venture Capital - The fund focuses on Nordic investments [1]

Market Sentiment - Arthur Hayes views Monad as a "high-FDV, low-float" trap created by VCs [1] - Hayes initially set a $10 target for MON, but later turned bearish, predicting it will go to zero [2] - Hayes believes that most L1 blockchains, except Ethereum and Solana, will eventually become worthless [2] Competitive Analysis - Hayes argues Monad cannot compete with Ethereum and is weaker than Solana [2] - Monad's "next-gen ETH killer" narrative is considered a scheme for founders and backers to profit [2]

Investment Strategy - VCs are employing a "kingmaking" strategy to identify and invest in promising AI startups at an early stage [1] Industry Focus - The focus is on crowning AI winners in their infancy [1]

Tokenomics & Valuation - Monad's ICO is planned below the last VC raise valuation [1] - 7.5% of the token supply will be sold at a $2.5 billion Fully Diluted Valuation (FDV) [1] - 3% of the token supply is allocated for an airdrop [1] - 89.2% of the token supply is designated for the ecosystem, team, investors, and treasury [1] - Polymarket places a 52% chance of a $5 billion FDV after Token Generation Event (TGE) [1] Market Sentiment & VC Implications - The ICO's immediate availability contrasts with the years of holding required for VCs [1] - There is potential upset regarding the ICO terms, but the VCs from the last raise may have more reason to complain [1]

Core Viewpoint - Corporate Venture Capital (CVC) represents not only an evolution in investment models but also a new paradigm for future industrial competition [4][5]. Group 1: CVC Advantages - CVC is more focused, has rich ecological resource integration capabilities, and offers diversified exit channels, such as mergers and acquisitions, compared to traditional Venture Capital (VC) [7]. - CVC can drive upstream and downstream integration of the industrial chain and facilitate large-scale mergers within the same industry, achieving deep reconstruction of industrial value [8]. - CVC serves as a "technology radar" and "trend sensor" for parent companies, allowing them to stay updated on industry dynamics and technological trends through investments in promising startups [10]. Group 2: Evolution of Investment Strategies - The investment landscape has shifted from comprehensive funds to industry-specific funds, with a focus on sectors like healthcare, chips, and new energy since 2015 [11]. - The transition from cross-industry investment to focused niche markets has occurred rapidly, with a timeline of approximately 15 years for industry segmentation and only 8 years for niche focus [11]. Group 3: Challenges Facing CVC - CVC faces challenges such as rigid decision-making mechanisms and insufficient incentives, which can hinder its effectiveness [15][16]. - The success of CVC is heavily influenced by the mindset and openness of corporate leaders, as outdated thinking can limit the potential of CVC initiatives [18]. Group 4: VC Strategies - VC firms need to clarify their industry focus and stage expertise, as a broad investment approach may lack the necessary specialization [19]. - Market-oriented VC should focus on early-stage and innovative investments, while state-owned VC should attract and support later-stage projects to promote a positive investment cycle [22].

Industry Focus - Crypto VCs are currently investing in prediction markets [1] Funding & Investment - The article discusses why crypto VCs are betting on prediction markets [1]

Fundraising Innovation - Flying Tulip's (FT) 50/50 fundraising model sparked community debate [1] - This model aims to create a mathematically impossible VC dump [1] - VCs' investment goes into yield strategies, with profits funding the project, not the original investment [1] - VCs become permanent yield contributors instead of extracting value [1] - VCs can redeem tokens at the original investment price anytime, removing the incentive to dump [1] Tokenomics and Community Protection - Fixed supply of $FT prevents dilution and token value drops [1] - 50% of tokens remain with the FT foundation to prevent VC dominance [2] - VC round precedes community ICO, protecting retail investors with price discovery [2]