FTX COO Constance: The next thousand-fold growth opportunity lies in small-cap projects and "out of the circle" direction
2021-04-22 11:01
4月22日,BlockArk & ArkStream Capital联合Odaily星球日报共同举办「Bull Cycle of Long Run方兴未艾——ArkStream Capital品牌发布会」。FTX COO Constance Kang在谈及“下一个千倍增长机会”时认为,应重点关注小市值项目和出圈项目。 Constance以其去年投资的Maps.me为例,其本身是一个欧美很火的离线地图,想要把DeFi使用场景放到离线地图中。当我们出行的时候,大部分用户都是去国外或深山等没有信号的地方才要使用离线地图,到了国外自然会有换汇需求。Maps.me把DeFi链上的swap功能放到App里,通过用法币、稳定币兑换法币,后续还想把DeFi里的借贷、保险、理财的概念放到地图上。如果真想壮大币圈,必定要吸引非币圈的用户成为币圈用户,做大用户量,发展成全民性的行为。 此外,Constance认为,一级市场和二级市场没有什么必然关系,我们通常不做预测,只是判断目前的市场环境用户想要交易什么样的产品,或者说我们可能会对哪些项目有兴趣,那就会投这样的项目。 点击“原文链接”可观看直播>>>
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