Венчурные инвесторы раскрыли карты: что ждет криптоиндустрию при Трампе

cryptonews.ruPublished on 2020-05-18Last updated on 2024-11-18

Головокружительный взлет биткоина выше $93 000 совпал с триумфальным возвращением Дональда Трампа (Donald Trump) в президентское кресло. Масштаб происходящего особенно впечатляет на фоне 2018 года, когда первая криптовалюта стоила всего $3 000.

Новая эра для криптоиндустрии

Опрошенные изданием The Block венчурные инвесторы не скрывают воодушевления. «Предыдущая администрация нанесла серьезный урон инновациям. Теперь, когда основатели проектов получили свободу для экспериментов, нас ждет настоящий прорыв», — заявил партнер-основатель 1kx Лассе Клаузен (Lasse Clausen).

С ним солидарна Арианна Симпсон (Arianna Simpson), генеральный партнер a16z crypto. По ее словам, грядущие изменения в регулировании откроют новые возможности для компаний в сфере web3.

Эван Фишер (Evan Fisher) из Portal Ventures, недавно привлекшего $75 млн для инвестиций в криптостартапы на ранних стадиях, прогнозирует приток опытных предпринимателей в индустрию. «Мы увидим, как в криптосферу начнут входить основатели топового уровня», — отметил он.

Ставки на будущее

Венчурные фонды делают ставку на несколько ключевых направлений:

  • Синергия криптовалют и искусственного интеллекта
  • DeFi и токенизация реальных активов
  • Стейблкоины и платежные решения
  • Инфраструктурные проекты

Эд Роман (Ed Roman), сооснователь Hack VC, назвал криптопроекты с ИИ «самой горячей категорией» с потенциалом в несколько триллионов долларов. «ИИ — это не мимолетное увлечение, как NFT. Это реальная ценность для бизнеса», — подчеркнул он.

Риски и предостережения

Впрочем, не все так безоблачно. Клаузен выразил обеспокоенность иммиграционной политикой Трампа, которая может привести к инфляции заработных плат и негативно повлиять на рисковые активы.

Эрик Чжан (Erick Zhang) из Nomad Capital предупредил о возможном снижении энтузиазма, если громкие заявления о превращении биткоина в стратегический резервный актив США не воплотятся в жизнь достаточно быстро.

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