Maven 11 – Value capture, modular blockchains, due diligence, good tech vs. good business | Fundamentals ep.72

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In this episode of the Fundamentals podcast, we’re joined by Mathijs van Esch, an Associate Partner at Maven 11 – a crypto-native fund that partners with brave outliers challenging the status quo by redefining ownership.

Listen to the episode:

We discuss Maven 11, their investment strategy, and how they approach the market. The characteristics of crypto that make it an attractive asset class, and how Maven 11 analyses projects within the space. We speak about value capture and how it should be assessed, the most important KPIs in crypto, evaluating long-term sustainability, and distinguishing between projects that are great technologies versus those that are great investments.

We break down Maven 11’s approach to investing in the blockchain market sector, and dive into the details of their thesis on modular blockchains.

Finally, we walk through some case examples from Maven 11’s portfolio, speak about how Maven supports the projects they invest in, discuss managing risks, and the biggest challenges that funds face in the space today.

Tune is for a great discussion about how Mathijs and Maven 11 approach the market.

Maven 11:

Mathijs on X (Twitter):

Maven 11 on X (Twitter):

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