Outlier Ventures Weekly Brief Issue #54 View Online

Before we start this week a huge congratulations to, our portfolio company for launching their mainnet this week: v1.0.1 - Auriga 1. This is a huge milestone for the team. They join an exclusive club of projects that 1) have launched a mainnet and 2) delivered on time. They continue to prove they are a world-class team building technology and expect to hear much more about next year as developers discover the game-changing functionality of autonomous economic agents. Congratulations again to the team. 

As we put together our 2020 predictions, we took a look back at our 2019 predictions and as always with these things we got some things right and some things wrong. We were directionally right in saying that the industry would professionalise with more institutional money and a flight to quality. But this hasn’t happened as quickly as we predicted. I imagine Amara’s Law is rife in our 2020 predictions too. I am also mindful of Philip Tetlock and the findings of the groundbreaking Expert Political Judgement. In his famous study, he found that experts are worse than “dart-throwing chimps" at predicting the future in their field. So with that mind, it’s likely all of the predictions are completely wrong. Enjoy the first three here anyway, and go here to read all 18! 

1. Games, games, games
Gaming will be the break-out application area in 2020. By the end of 2020 many of the pieces needed for a break-out mainstream game will be there: high-performance platforms; easier to use on and off-ramps for digital assets; and better digital asset storage and distribution tools for gamers. So all that is left is distribution and reaching gamers. This will be accelerated by the ability for gamers to earn credits that can be used in and possibly across games by renting out their GPU and CPU hardware to run computational and rendering tasks which is why we recently began advising Cudo. 
Measure: Valve and/or Epic will launch a blockchain-based gaming service

2. At home, you will be using Telegram
Telegram reaches about 200 million users a month all of whom have opted into a messenger specifically differentiated on privacy and security and many whom have been early adopters of crypto projects. With Klatyn (KakaoTalk) and Link Network (LINE) live, TON (Telegram), Mobilecoin (Signal) and Libra sans stablecoin (Facebook) expected, 2020 should begin to see real usage of blockchain-based platforms. Even if TON has to return funds to US investors as part of a settlement with the SEC, TON and the apps that run on top of the network will find a ready-made audience in a way that Klatyn, LINE and Facebook likely haven’t/won’t. 
Measure: By the end of 2020, Telegram will have the most monthly-active users of any blockchain network. 

3. At work, you will be using Corda
Corda will emerge as the market leader in the enterprise blockchain market.  While consolidating the lead in the financial services market, R3 will continue making inroads into other verticals like energy and telecommunications. Enterprise-friendly services such as training, customer services, and certification programmes will differentiate the platform driving more usage which in turn will drive developers to build for the platform. In 2020, it may not be as sexy as building DeFi apps on Ethereum, but real customers and real money will be made with Corda apps. 
Measure: Corda will overtake Hyperledger, Ethereum, and Quorum by market share and become the market leader in enterprise blockchain. 

Read the entirety of our predictions for 2020 from our blog here. 

Note : There will be no newsletter issues over the next two weeks. We will be back on January 11th with lots more insights and news from our stack. Happy holidays! 


From The Stack

  • Read all about Fetch's mainnet launch from this week here.
    The team has also announced a partnership with Ankr to host their main network nodes- Link
  • Read all you need to know about Cosmos Hub 3 launch over the weekend- Link
  • Tor Bair from Enigma recently published a piece on how decentralised tech can help solve the privacy crisis in 2020 - Link
  • Decrypt's post on how Orbs can be used to tackle foodstamp fraud and track government spends is now live -  Link
  • Chainlink is now working with Synthetix on offering price feeds for foreign exchange and commodities - Link
What The Team Is Reading
    Email a Friend  
You can update your preferences or unsubscribe from this list
This email is intended only for the person to whom it is addressed and may contain confidential information. No one else may place any reliance upon, copy or forward all or any form of this email in any way. If any addressing or transmission error has misdirected this email, please notify us immediately by responding to us directly, and ensure that the email and any attachments are immediately and permanently deleted and is not used, disclosed, copied, printed or relied upon in any manner. In no event shall Outlier Ventures Operations Ltd or Outlier Capital LLP be liable for any direct, consequential, incidental special, punitive or other damages, whatsoever (including without limitation, damages for loss of business profits, business interruption, or loss of business information), even if Outlier Ventures Operations Ltd or Outlier Capital LLP have been advised of the possibility of such damages. Outlier Ventures Operations Ltd may monitor email traffic data and also the content of this email for the purposes of security.

Outlier Ventures Operations Ltd is registered in England and Wales, company registration number 10722638. Outlier Ventures Operations Ltd is an appointed representative of Sapia Partners LLP which is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 550103).

Crypto-currencies can be extremely volatile and subject to rapid fluctuations in price, positively or negatively. Investment in one or more crypto-currencies may not be suitable for even a relatively experienced and affluent investor. Each potential investor must make their own informed decision in connection with any such investment (after having sought independent financial advice thereon).

The content provided in this email is provided for information purposes only. It is not intended as an offer or solicitation to enter into any proposed transaction or investment.

In this email you will find links to other websites; they are for your convenience or to provide additional information, they are not an endorsement or a financial promotion. Outlier Ventures Operations Ltd Is not responsible for any contents, data, opinions and or reliability of the linked websites, and does not necessarily endorse views expressed on the linked website, and does not accept liability for the accuracy or completeness of any such information or opinions which can be subject to change without notice.
You can update your preferences or unsubscribe from this list

This email was sent to <<Email Address>>
why did I get this?    unsubscribe from this list    update subscription preferences
Outlier Ventures Operations Ltd · C/O Milsted Langdon LLP · 46-48 East Smithfield · London, Middlesex E1W1AW · United Kingdom