September 14, 2022

Web 3 Investors Report — Q3 2022

Web 3 Investors Report — Q3 2022

Web 3 Investors Report — Q3 2022 “Life After Luna”

Lead Author: Gavriel Shaw, Business Development for Helios, Incubator Program Lead. 

How Web3 Investors Are Reconsidering Today's Blockchain Landscape To Identify Investable Startups

-      Historic turning points and the collapse of Terra LUNA creating a level playing field for web3 investors

-      3 Top Challenges for Web3 Startups and Evaluation Criteria for Blockchain Investment

-      How Helios invests and current notable investment opportunities

Executive Summary

Helios Rising 

Tides are turning in the digital asset space. New investable trends are emerging. Investors are re-evaluating their beliefs. 

PwC’s2022 Hedge Fund Report 2022 revealed that 38% of Hedge Funds are now investing in crypto. Almost double from a year ago. Yet, allocations to digital assets are only 1% of total assets under management. We believe that percentage is about to skyrocket. 

As a multi-stakeholder group of investors, we aim to make investments that will have a significant impact on web3 adoption while mitigating portfolio risk based on real-world due diligence of project viability.  

Our focus includes: smart contract enablement for automation efficiencies and data security, shared stakeholder governance (decentraGOV), and broad distribution of financial incentives.  We believe this captures maximum opportunity for gain within today’s era of centralized ‘web2’ decline and global supply chain disruption.  

Helios is raising for a web3 venture fund, including a mix of long-term equity in early-stage ventures, plus liquid tokens for near-term momentum plays.

Introduction

Historic Turning Points
~2BN people have joined the Internet since 2015… while 1.7BN are still without access to digital transactions and coming online soon — which global infrastructure needs to accommodate. Web3 is taking root with the megatrend towards distributed data, governance and economic opportunity. Through a broad investment strategy of supporting new ecosystem growth, we can capitalize on the trends and build a shared abundant future. - From the Helios Investor Deck

As of 2022 we are on the cusp of a web 3 revolution. Blockchain has come of age with dozens of smart-contract platforms and thousands of use cases. 

  • Governments appear to be racing towards crypto regulation and even accepting cryptocurrency as a formal part of their national economies. 
  • Online gaming and virtual reality ecosystems (metaverse) are accelerating mass market adoption of digital assets.   
  • Internet of Things, Supply Chain Management and RPA (robotic process automation) are trending towards adoption of cryptocurrencies and smart-contracts. 

…All this while seismic shifts in geopolitics and global economics are taking place. Through a broad investment strategy of supporting new ecosystem growth, we can capitalize on the trends and build a shared abundant future. Web3 is taking root with the megatrend towards distributed data, governance and economic opportunity.

The Challenge for Investors

Today’s investors have almost too many options to choose from — with virtue signaling and buzz marketing creating an environment of hype and hoopla, causing many sophisticated investors to miss the real pockets of innovation that are building strong foundations for investment. 

Given the events of May 2022, with the collapse of the Terra LUNA ecosystem and extreme fear....

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