2021 is coming to an end and 2022 is about to begin.
In 2021, the Crypto industry will continue to experience severe cycles and ups and downs, with multiple hot spots emerging and various sectors rotating. Everyone who sticks to their beliefs and implements their cognition has gained something, and also wrote a footnote for themselves and the industry for a year.
At the end of 2020, we gathered a group of senior entrepreneurs and investors in the industry to launch a special plan for the end of the year "Break the Thigh 2020, Slap the Face 2021". They summed up the past and predicted the future. In addition to the value projects of Chen Maifei, the flags set for 2021 such as "Bitcoin broke through 50,000 US dollars", "ETF passed", "Top 10 changes in market value" and other flags have all become reality. (There are also many face-slapping cases that will not be expanded here, you can clickreview here）。
So we decided to continue this interesting series to see who is the amazing prophet of the new year.
We interviewed 20+ practitioners who have been deeply involved in the encryption industry for many years with 4 questions:
1. What is your most proud and satisfying investment/decision in 2021?
2. What is your biggest regret in 2021 and why?
3. Please set a Flag for yourself or your company/institution in 2022.
4. Please set a Flag for the industry according to your own judgment.
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Mable Jiang, Partner at Multicoin Capital
1. Stud Project Galaxy, Cyberconnect and Dialect.
2. As the first person to chat with a leading NFT trading platform, I passed the seed round and missed the private equity round. I really don't underestimate the learning and growth speed of outstanding entrepreneurs.
3. The third 1000 x appears. (Odaily: The first 2 are Solana and who?)
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Wang Li, Founder of Babel Finance
1. Always hold coins.
2. Exploring DeFi and NFT is not enough.
3. The customer satisfaction of Babel Finance is 100%.
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Brother Tiaozi, Head of Chainlink China
1. Completely empty.
2. Delay in work to earn money. (Odaily: Did the last year’s purchase of Tomson Yipin come true? Brother Tiaozi: Smile mysteriously)
3. Access to all blockchains and decentralized applications.
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Vincent Niu, Partner, Sky9 Capital
1. At the beginning of the year, the early users turned into investors and invested in Nansen.
2. When the Gamefi sector was launched in the middle of the year, as the founder of DappReview, he has been involved in blockchain games since 2018 and has also witnessed the growth of Axie and Sandbox. However, in this wave of Gamefi boom, he has not fully stepped on the right track .
3. I hope that next year I will have more time to play games and take a break.
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Chen Yuetian, Partner of Fire Phoenix Capital
1. If it is an investment in equity, it is an individual investment in Wei Lingyun; if it is a blockchain-related investment, it is participating in the investment of Meson Network; if it is a personal life decision, it is an independent investment management companies, make some exploratory investment attempts.
2. The thing I regret most every year is often too gullible. Every year, I have to keep realizing that I am much more reliable than the "social average", so when dealing with people, I have to do more careful verification. Too many people are not worthy of trust.
3. Safe and sound, normal operation.
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Jocy, Partner, IOSG
1. DeBank (two consecutive rounds of follow-up investment support) / Illuvium (the second largest investor) / Arweave (as the first institutional investor discovered during the project's trough period). It is our proudest thing to insist on long-term support for our promising projects and teams, and to accompany them to witness their growth.
2. Aztec did not give a better offer than Paradigm, and missed the opportunity to lead the investment. Axie infinity, we have discussed 3 rounds of investment opportunities with the team in the past two or three years (from a valuation of 5m to 50m to 500m), but in the end we did not invest. At that time, the cognitive understanding of Gamefi was not in place/the fear of the failure rate of bear market projects, conservativeness made us miss a unicorn, but it is precisely because of these face-slapping cases and the experience of reflecting on mistakes that the organization can go further and further / The more you argue, the clearer you become.
3. East succeeds west, IOSG hopes to grow rapidly together with Asian funds, export the investment culture and achievements of the Eastern market to the West, and compare with Western investment institutions!
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Smrti Labs Bowen
1. I have been doing LP in CRV, the uncrowned king.
2. I missed some judgments on the early potential energy of ETH challenger
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4、GameFi 1.0 Play to Earn；GameFi 2.0 Fun to Play；GameFi 3.0 Fun to Pay。
Yang, Partner, Spark Digital Capital
1. Leading investment in Superfarm, 20 years of investment, 21 years of hodl, with a maximum return of 2000 times, looking forward to the performance in 2022.
2. Buying NFT land is less. At the beginning of the year, everything was expensive, but now it seems that the price is reasonable. In the new year, in addition to continuing to do land acquisition, I also plan to set up a decoration team and work as a contractor.
3. Continue to bet, grow together with the industry and portfolio, and invest in two truly disruptive projects that can go through the cycle. I believe that I will be able to wait until ROYAL FLUSH.
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Su Ye, Partner of ArkStream Capital
1. Invested and invested in the metaverse project Realy in two rounds. What they are doing is the blueprint of the cyber city I envisioned.
2. Watching AXS drive the entire Gamefi to take off, I regret that when I saw the Axie team in Vietnam in 2018, I didn’t recognize this future unicorn at all because of prejudice.
3. Become one of the Chinese VCs that export the most content/viewpoints to the English-speaking world.
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Jun Yu, Partner, A&T Capital
1. Established A&T Capital together with like-minded partners. So far, I have invested in more than 30 projects, and I am very satisfied and proud of each investment. I believe that what they bring is not only financial returns, but also the industry. impetus for development.
2. Gained 10 catties, overworked and overweight.
3. Lose weight by 10 catties.
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Pionex COO Haze
1. Participated in LIV's investment and PEOPLE's donation, actively participated in new things, and became one of knowledge and action.
2. I have been paying attention to AXS, and I played it at the earliest stage. I thought the gameplay was too bad, so I missed it. When I saw CryptoPunk, it only cost 12ETH, but I didn’t study carefully why it was so valuable, I just thought it was expensive. I didn't participate, and I was biased, so I saw BAYC and continued to miss it.
3. Help more users to use grid trading robots and trade rationally.
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Amber, Head of Dapper Labs China
1. The Dapper Labs Chinese avengers team was established, and everyone is an elite organization of a team.
2. I didn't spend enough time on fitness, but I started to participate in fitness DAO at the end of 2021, hoping to meet new challenges in the best condition at any time.
3. Let ordinary people feel the charm of blockchain, small goal: 10 million users.
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DFG Founder James Wo
1. Can hold DOT better than almost everyone.
2. Sell SOL as soon as it goes online.
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4、Supercycle。
Jsquare Group Co-founder Joanna
1. Heavy positions in Metaverse, NFT, Gaming.
2. Everything is satisfactory, except that the work and rest are reversed throughout the year, and the next year will be even more life-threatening.
3、Make more % in 2022。
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Wayne, Founder, Axia8 Ventures
1. The unity of knowledge and action firmly implements the way and attitude of participating in the industry.
2. There is no way to give more support to many projects.
3. Continue to expand internal technical capacity, increase product output, and explore the unknown & gather strength with more entrepreneurs.
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Yi Lihua, Founder of LD Capital
1. We are satisfied with most of the investments in 2021. In addition to the rate of return, we emphasize the interaction and sense of participation with the industry, and have different experiences in cooperation with each project.
2. The rise of new public chains, such as Solana, AVAX, etc., was ignored in the early stage. Although we also participated in the layout of these, it was relatively late. This is why we are now focusing on the smart contract Assembly created by the IOTA team.
3. I hope that LD can invest in more high-quality projects, make a step forward for the organization's global business, and continue to improve post-investment services.
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BCA Network Co-founder and CEO Kennnen
1. BCA held the world's first offline NFT exhibition at UCCA Lab in March this year, and it was also the first time that Beeple and CryptoPunk appeared in China. Let the overseas encryption world and media pay more attention to China's encryption art world.
2. I regret that I didn't buy more CryptoPunk at the beginning of the year, because I didn't have the unity of knowledge and action.
3. MetaOpus will become an NFT Marketplace in the field of encrypted art, which will change both the art and the encrypted world.
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Mask Ecological Director Natural
1. Mask has successfully issued assets, and the mini-program ecology has taken shape, adding AGLD and SOS at a low price.
2. OHM played very early but also withdrew very early, missing most of them. Completely underestimated the multi-chain ecology.
3. Mask's social family bucket (including several social components of investment incubation) can take off together, with a monthly activity of over one million.
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WeirDAO Co-Founder, Encryption Artist, Rhythm Maker Sleepy
1. I bought Bored Ape Yacht Club when the floor price was 0.2 ETH.
2. Sell Bored Ape Yacht Club when the floor price is 40 ETH. (Odaily Note: The current floor price is 59 ETH)
3. I hope that WeirDAO will become an internationally renowned artist group; I will lose weight to 160 catties.
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Bifrost founder Lurpis
1. Successfully bid for the Kusama parachain in the first round. At present, the first round is the most cost-effective batch of parachains
2. SALP is one step late in supporting Polkadot, missing the most active time for Polkadot slot auctions, and the total minted volume (TVM) of vsDOT is about $200M less
3. TVM will reach $5.5B in 2022
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Cosine, Founder of SlowMist Technology
1. We attach great importance to the supervision of various countries, especially China, which is a key and continuous decision for long-term development.
3. In 2022, safety comes first, and others are not critical.
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Hashpower 360 Operations Manager Max
1. Most of this year has been in labor pains: Mining was banned in China in May, and we are moving, expanding overseas, and finally landing in North America. This process is not easy.
3. TSE (Top Speed Energy) aims to become the most friendly North American mining company to Chinese miners.
4. In 2022, the production capacity of overseas mines will be gradually released, and a large number of mining machines will be released and flooded into the market. The 300 E/s full network computing power is just around the corner. Low-cost energy, new technology (oil/liquid cooling) and embracing the mainstream will become stable in the future The main way to mine and maintain higher returns.
