RockawayX – Value accrual, modular vs. monolithic blockchains, industry trends & pain points | ep.78

Fundamentals

In this episode, we’re joined by Viktor Fischer, the Founder and CEO of RockawayX – a product VC building and investing in the Web3 space. Over the next hour, we dive into the details around the current state of the crypto market, RockawayX's unique position as builders, and users, in addition to being investors. We speak about the differences between modular and monolithic blockchains form an investors point of view, their pros and cons, what RockawayX’s framework is for assessing value accrual throughout the modular tech-stack, the best KPIs for performance assessment, and what the future of the blockchain market could look like. Finally, Viktor walks us through the current pain points within our industry, where more capital should be allocated, what founders should be mindful of when growing their businesses, and the current challenges related to educating the traditional world about crypto. RockawayX: https://rockawayx.com/ Viktor on X (Twitter): https://twitter.com/viktorfischer RockawayX on X (Twitter): https://twitter.com/Rockaway_X Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:47 Background and overview of RockawayX 04:02 RockawayX’s builder-first approach? 06:14 The unique position of RockawayX in the market 08:20 Examples of RockawayX's investment approach 14:03 Differences between modular and monolithic blockchain architectures (investors POV) 18:04 Value capture in monolithic chains 22:15 RockawayX’s investment thesis for modular blockchains 26:29 What makes crypto exciting & why we need more user-focused investments 31:04 Value accrual in the modular blockchain stack 36:31 What are the best KPIs to measure/value blockchains? 39:37 The difference between great technologies vs. great investments 42:43 What trend and market sectors currently stand out in crypto? 46:15 Right now, DeFi is dead – we need more use cases for yield generation. 49:28 Biggest challenges for a fund in crypto today 49:50 The need for better education and communication in crypto … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #RockawayX #Blockchain #Fundamentals #Crypto #TokenTerminal