【IOBC Capital管理合伙人:欧美基金正挤压亚洲基金的生存空间】金色财经报道,IOBC Capital管理合伙人AlvaXu在X平台发布Token2049观感。AlvaXu表示:一些欧美大基金正在加速融资,从人员投入度与重视程度上能看到他们准备死磕亚洲LP的决心,聊完后并不能让人兴奋,AUM是风投基金的敌人; 欧美基金正在挤压亚洲基金的生存空间,LP正在变得跟优质开发者一样宝贵,所以IR未来将变得越来越重要; 市场转向的今天,一些GP们正在上演花式玩法,从买OTC份额、冲二级,孵化项目等,核心目的都是为了证明自己能跑赢比特币收益,而风投存在的意义不就是为了早期支持伟大的企业嘛,所以花式玩法还不如回归初心,更能打动出资人。 针对当前形势其为基金募资提出了三点建议:不要强调财务回报及DPI,因为LP可以直接买ETF或持有BTC;让自己变成行业的探索者,浓厚的探索欲望,有自己的世界观更能打动LP,毕竟投资什么公司就代表你想要建设怎样的世界;DD每一个LP战略规划,懂得LP战略性布局投资非常重要。
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