ATX DAO Podcast: Crypto • Tech • DeGen • Culture

E21: Venture Capital Insights - Sky Lai of J17 Capital on Choosing Great Founders


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Summary

In this episode, Sky from J17 Capital dives into how he evaluates blockchain projects and funds. He shares his criteria for selecting founders and projects, emphasizing the importance of market needs, growth potential, and product-founder fit. Sky also discusses the dynamics between LPs and GPs in venture capital, exit strategies for crypto ventures, and his vision for the future of J17 Capital. Additionally, he touches on the challenges of the blockchain trilemma and the significance of regulatory clarity in the industry. Tune in to hear his insights on navigating the fast-evolving blockchain space and staying ahead of industry trends.


Chapters

00:00 Introduction and Background 

01:25 J17 Capital and Investment Focus 

05:43 The Importance of LPs in the Blockchain Industry 

11:17 Diligence Process for Project Investments 

14:15 Considerations for Fund Investments 

23:18 The LP Perspective in the Industry 

25:08 The Dynamics Between GPs and LPs in Venture Capital 

27:06 Exit Strategies for Equity-Driven and Token-Based Projects 

29:30 The Next Big Trends in Traditional Finance 

33:18 The Importance of Regulatory Clarity for Crypto Payments 

38:30 The Vision for J17 Ventures 

44:46 Staying Informed in the Crypto and AI Space


Connect with Sky and J17 Capital:

X (Twitter): ⁠⁠@0xsky404 | @J17Capital

LinkedIn: Sky Lai | J17 Capital

Sky's Substack: https://0xsky.substack.com/p/vc-fund-trilemma-summary-after-conducting

Website: https://j17capital.com


This episode was hosted by DAO members Ash and Luke, to learn more about ATX DAO:

Check out the ⁠ATX DAO ⁠website

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Join the community in the ⁠ATX DAO Discord⁠


Connect with the ATX DAO Podcast team on X (Twitter):

Ash: @ashinthewild⁠

Luke: ⁠⁠⁠⁠⁠@Luke152⁠⁠⁠⁠⁠

Mason: @512mace⁠

Megan: @MegNogATX

Nick: @nickcasares⁠

Willy: @willyogo


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Keywords

blockchain, project evaluation, fund evaluation, founders, market need, growth potential, branding, LP-GP relationship, financial return, market narrative, blockchain trilemma, venture capital, GPs, LPs, deal flows, exit strategy, equity-driven projects, token-based projects, traditional finance, regulatory clarity, crypto payments, J17 Ventures, research

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ATX DAO Podcast: Crypto • Tech • DeGen • CultureBy ATX DAO