IOSG Ventures

The project initially started as a niche experiment, but soon became one of the highest-grossing applications on public blockchains.

With the popularity of local payment channels, the costs of traditional transfers have been significantly reduced, and the fees are now mainly concentrated in the domestic settlement phase, which is precisely what stablecoins cannot bypass.

By increasing capacity and opening up new avenues for flexibility, this subfield will revolutionize the current electricity market, allowing AI to continuously reshape the world under unconstrained conditions.

In a bear market, investors tend to prefer more stable returns and lower underlying risks, which has driven the growth of interest-bearing stablecoins.

When complexity is reasonably encapsulated, risks are clearly marked, and responsibility boundaries are sufficiently clear, DeFi can truly return to its original promise: not just serving a small group of professionals, but becoming a financial system that can be widely participated in.

Circle demonstrates significant competitive advantages in the stablecoin sector, with its core value not only stemming from USDC itself but also from the payment and settlement ecosystem it has built.

Many entrepreneurs and developers aim not only to make money, but also to create applications that change the world and leave a mark in history.

AI agents need a playing field without referees. And blockchain, especially sufficiently decentralized blockchains like Ethereum, is exactly that kind of existence.

For venture capitalists, the real opportunity lies not in betting on "crypto" or "traditional finance," but in identifying the companies that are building the bridges, infrastructure, and application layers that will define the future of this integration.

The increasing influence of the South Korean crypto ecosystem has made it a key market that anyone interested in the future of Web3 needs to pay attention to.