Lightspeed’s India & SEA Crypto Landscape

In sum, there are 5 core markets (Devsumer, Real Estate, AI hardware, Transportation and Logistics, Crypto) and 2 emerging ones (Legal, Defense) that seem quite exciting to watch in 2019. While there is a potential darkening macro economic environment, software continues to eat the world and to remake it.

the funding landscape in both crypto and the broader venture capital landscape is composed of predominantly passive capital. 

The crypto ecosystem (or web3, or blockchain-based, or whatever you want to call it) is offering a new set of promises of how wonderful it will all be. Most of these promises will not be fulfilled, at least not fully or in the way we expect. But in trying to fulfill them, we will learn new things about what people can do online, and what types of b... See more