Primal Capital

A huge thank you to Jamie Coutts CMT, CFTe, Macro Analyst at Real Vision, alongside keynote speaker Senator Andrew Bragg and The Hon. Jacqui Munro MLC, for joining our latest Finance Meets the Future luncheon in Sydney. This event brought together policy makers, Web3 experts and finance professionals to explore how blockchain, AI, and digital assets are reshaping global finance and investment along with the need for sensible regulation in Australia to encourage innovation and protect investors. 🎙️ Key Insights from Jamie: - The global economy is undergoing seismic shifts, with debt growth far outpacing GDP growth, creating long-term instability. - AI and blockchain represent transformative forces, with blockchain serving as a "productivity substrate" capable of eliminating trillions in inefficiencies. - Bitcoin, as the reserve asset of the digital economic order, is set to thrive as global liquidity drives demand. 🎙️ Highlights from Senator Bragg: - Digital assets could empower Millennials and Gen Z's to achieve wealth goals, such as homeownership. - Australia lags behind in crypto regulation compared to other developed nations, stifling innovation. A more pragmatic and sensible approach is required. 🎙️ Senator Jacqui Munro: - Advocated for exploring blockchain technology to enhance digital identity verification, aiming to protect personal information and address privacy concerns. 🌏 These thought-provoking discussions reinforced the critical intersection of traditional finance and the emerging digital economy. As blockchain and AI accelerate a paradigm shift, the opportunities for forward-thinking investors and policymakers are immense. Special thanks to Pras Indrakumar and Zerocap for their partnership and to all attendees for making this event a success. We look forward to continuing the conversation at the next Finance Meets the Future event! #FinanceMeetsTheFuture #Web3 #BlockchainInnovation #DigitalAssets David Wills Trent Barnes Bartholomew Meyer

Huge thanks to Kain Warwick, Founder of Synthetix and Infinex, Egor Sidelska, Founder and Director at Magnet Capital and Darren Smorgon, Managing Director at Managing Director at Sandbar Investments & Co-Founder of Polemos for joining General Partners David Wills and Trent Barnes at Primal Capital for our inaugural Finance Meets the Future event yesterday in Sydney. Special thanks as well to Pras Indrakumar at Zerocap for helping to coordinate everything. This event series is designed to bridge the gap between traditional finance and the emerging world of web3. Our speakers covered various topics regarding the structural and cyclical drivers that will propel Web3 and crypto adoption in the coming decade, how Infinex is poised to onboard the next billion users into crypto, Zerocap's insights on how it has solved all of the pain points for wholesale investors allocating capital into digital assets, Magnet Capital's stellar returns and outlook for the crypto markets and the web3 industry verticals that Primal Capital is most excited about in this next cycle.

Cycles aside, the Web3 landscape remains resilient, with successful startups and unicorns continuing to emerge. This persistence underscores the long-term viability of Web3 solutions, with continuous development in Web3 applications and infrastructure. Over the past few months the team at Quinlan & Associates and Primal Capital worked together on unpacking the cyclical and structural drivers of Web3 and what will lead to mass adoption over the next 10-15 years in the same way that the internet and mobile phones has impacted our lives. Together we produced the report titled, “A New Chain of Thought: Exploring the Building Blocks of the Next Digital Era”. DOWNLOAD: https://lnkd.in/gZV5qGb7 Email us at hello@primalcapital.io and enquiries@quinlanandassociates.com to understand how we can respectively support your Web3 ambitions. Benjamin Quinlan Justin C. Jeanny Ang David Wills Bartholomew Meyer Trent Barnes

Our general partner, Trent Barnes was recently in Antalya, Turkey participating in the Super Launch for the Artificial Superintelligence Alliance (SingularityNET, Fetch.ai, and Ocean Protocol), contributing his insights on funding for AGI and Web3.

Exploring Decentralised Physical Infrastructure Networks (DePINs) Today, we delve into Decentralised Physical Infrastructure Networks (DePINs), a transformative approach integrating blockchain technology with physical infrastructure for enhanced transparency, security, and operational efficiency. Key insights from the Article: ➡ What are DePINs? DePINs redefine how we manage and operate infrastructure, shifting from centralized control to decentralized, blockchain-based systems. This shift promises greater efficiency and resilience, reducing single points of failure and bottlenecks inherent in traditional models. ➡ Why DePINs? Notable implementations like Helium's decentralized mobile networks, with over 400,000 active hotspots, and Hivello's innovative computing power contributions exemplify the vast potential of DePINs to innovate across various sectors. ➡ Challenges and Opportunities Despite the promising outlook, DePINs face scalability, interoperability, and regulatory hurdles. However, their ability to compete with existing infrastructure and present tangible impacts on operations makes them a compelling field for innovation and investment. ➡ The Road Ahead The success of DePINs depends on their integration into existing systems and the tangible benefits they deliver in operations and revenue. With strategic management and innovative approaches, DePINs have the potential to not only compete with but also surpass traditional Web2 infrastructure. Read the full article via the link below...  https://lnkd.in/gmet-m3G #BlockchainTechnology #DePIN #Decentralization #Infrastructure #Web3

In our latest research newsletter, we at Primal Capital are excited to delve deep into the evolving world of digital wallets, which are quickly becoming more than just storage units but pivotal in driving the next wave of web3 adoption. Key Insights: ➡ Digital wallets have transitioned from simple storage solutions to comprehensive platforms that address user needs for security, usability, and utility. ➡ The rise of superapps is reshaping how financial services are integrated, pushing forward the necessity for cross-chain compatibility and robust security features in wallets. ➡ With over 575 million cryptocurrency users as of November 2023, the demand for user-friendly and secure wallet solutions is soaring, marking significant opportunities for investors. ➡ The wallet ecosystem is poised for dramatic transformation, aiming to cater to a broader user base by becoming more user-friendly and integrating services like DeFi, making it akin to financial superapps. Read the full article via the link below... https://lnkd.in/gd4iCVNW #DigitalFinance #Web3 #CryptoWallets #BlockchainTechnology

We are proud to announce the successful raise by the talented team at Ambient Network, a pivotal step forward in expanding the deployment and global accessibility of precise environmental data. With a network spanning over 25,000 sensors across 20 countries, Ambient Network stands at the forefront of providing invaluable resources for various sectors. From facilitating informed sustainable development strategies and smart cities to enhancing insurance underwriting processes, and even guiding marketing and advertising decisions, the platform's comprehensive dataset is an indispensable asset. Crucially, in our rapidly evolving environmental landscape, Ambient Network's contribution extends beyond business realms to aiding in managing public health. By furnishing real-time insights into environmental conditions, it empowers stakeholders to mitigate health risks effectively. This successful raise not only underscores investor confidence in Ambient Network's vision but also signals a promising trajectory towards a more sustainable and informed future.

In our latest article, the Primal Capital Research team delves into Layer 2 solutions ecosystem and their pivotal role in addressing blockchain scalability challenges. This comprehensive analysis sheds light on how these technologies are enhancing network efficiency and supporting the seamless integration of blockchain across diverse sectors. The future of blockchain adoption hinges on the strategic deployment of L2 solutions, poised to redefine market dynamics and user experiences, as well as allow for the decentralised app layer to be built. Read the full article via the link below 👇🔗 #Blockchain #Layer2Solutions #BlockchainAdoption #web3 #crypto #bitcoin #ethereum

We are excited to share the latest insights from the Primal Capital Research team. In this article, we focus on Real World Asset (RWA) tokenisation and its potential to disrupt traditional investment models. RWA tokenisation offers a pathway to democratise investments, significantly boost asset liquidity, and cut down transaction times and costs: ➡ Democratisation of Investment: RWA tokenisation opens up investment opportunities to a broader audience, breaking down barriers to entry in sectors like real estate and art. ➡ Enhanced Liquidity: Tokenising assets like securities and precious metals can transform these markets, making investments more fluid and accessible. ➡ Navigating Challenges: The journey towards widespread adoption of RWA tokenisation is fraught with regulatory and technological hurdles, but the potential rewards are significant. ➡ The future of RWA tokenisation is bright, with the potential to unlock trillions in value and open up new investment frontiers. Read the full article on Medium via link below: #Blockchain #Tokenisation #web3 #cryptocurrency https://lnkd.in/gJ6Yj-ZM

After dedicating the last two years to deployments we are excited to begin sharing our thoughts and insights that frame the investments in our portfolio. As we anticipate the launch of our revamped website you can find our articles on Medium (@primalcapital). Kicking things off: Exploring the Bitcoin Ecosystem In this piece we explore: - The current landscape of the Bitcoin ecosystem - Untapped market opportunities - Strategies for fostering growth and adoption Whether you are an experienced investor in Bitcoin or new to the crypto world, this article offers perspectives on the future of digital currencies and our role in shaping that future. Huge kudos to Beau Chaseling on the Primal Research team, for leading this piece of work. #bitcoinecosystem #bitcoin #defi #web3research #primalcapital