Genping Liu's Crypto Watch Column in The Business Times

We are pleased to share that we will be publishing a monthly crypto column "Crypto Watch" in Business Times, every second Monday of the month. Our Venture Partner Genping Liu aims to share his perspectives of crypto investing from the "Classic VC" point of view.

We invite you to share questions, ideas or suggestions you may have with us too, for this monthly column too via vvseacrypto1@vertexventures.com

Eighth column (12 July 2022): Real World Assets will be Crypto’s Anchor as Bottom Falls Out of Speculative Leveraging

In the past two months since its spectacular collapse, TerraUSD’s deep dive continues to send ripples through the crypto ecosystem. Bitcoin itself has plummeted almost 70 per cent from its record high.

Though the crypto world’s liquidity crisis isn’t over yet, there is hope that out of the deleveraging, productive lending and better credit scoring will emerge…

Read more here.

Seventh column (13 June 2022): The Big De-peg: If it looks like a Perpetual Motion Machine, run

The UST crash shocked many investors, despite blockchain technology's widely heralded benefits – enhancing data transparency and availability.

How could this be? It turns out investor psychology transcends even the best technologies...

Read more here.

Sixth column (9 May 2022): Do NFTs have any value at all?

The key to the value of NFTs lies in what they actually provide - the claim to authenticity. Whether or not that’s worth today’s market prices is a different matter.

Do NFTs have any value at all?

Read more here.

Fifth column (11 April 2022): The Way of the DAO could be the Future of Work

What exactly is a DAO? It's been called a "crypto co-op" and is often associated with crowdfunding. In fact, any loose form of organisation that is decentralised and autonomous can be called a DAO.

In the simplest format, a multi-signature wallet that manages community treasuries can be a DAO; a chat group that manages community communications can be a DAO.

Could such a decentralised structure potentially function as an effective way to attract a large number of followers, efficiently organise resources, incentivise talent?

Read more here.

Fourth column (14 March 2022): Metaverse Virtual Land Boom — the Future or a Bubble?

Just a week after Tokens.com paid $2.4 million for an estate in Decentraland , the record for the most expensive virtual land deal was smashed by Republic Realm’s $4.3 million purchase of property in The Sandbox.

We have also seen well known brands such as adidas and Warner Music Group partnering with The Sandbox to develop their virtual lands.

Is the virtual land boom the economy of our future, or yet another speculative bubble? Catch what our general partner Genping Liu has to say on the recent trends in The Business Times, with his analysis of virtual land’s real value situated in the wider potential of the metaverse concept, and the evolution of the World Wide Web.

Read more here.

Third column (13 Feb 2022): Is play-to-earn just another marketing buzzword for blockchain gaming ventures, or is there meat to the model?

With the astronomical growth in Axie Infinity, play-to-earn games gained significant traction last year. In general, blockchain-based gaming garnered strong interest from investors, reining in US$4.8 billion in investments in 2021.

In this column, our general partner Genping Liu shared his opinion and analysis on how to navigate the hype around play-to-earn games and invest well.

Read more here.

Second Column (10 Jan 2022): 'I have seen the future, and it works.' But is it Web3?

In this second issue, Genping shared the reason behind Jack Dorsey's ongoing public spat on "Web3", demystified Web3 from the perspective of an investor and shared what to look out for when investing into Web3 projects.

Read more here.

First column (13 Dec 2021): Crypto is as crypto does: Risk profiles differ, invest accordingly

In this first issue, he shared the reason behind the recent flash crash, sending bitcoin in free fall by 20% and more importantly, the three risk profiles of various crypto assets, as a primer for the future issues.

Read more here.

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