Articles 2020-08-25T15:16:54+02:00


Justin Bons, Founder and CIO

Thomas Francken, Investment Manager

Cyber Capital Team

“As a Fund Manager applying fundamental analysis I have to be objective and apply consistent principles to the evaluation of cryptocurrency. Having been an investor in Dash, Tezos and Decred since inception gives me a good understanding of self-funding mechanisms and experience in evaluating them.”

“The economic benefits of decentralised crypto asset systems are proving to be an important financial evolutionary step, as opposed to a pure threat to the existing systems. From a high-over economic perspective, the combination of decentralised distributed ledger technology with a crypto asset affects at least two key costs.”

In this article we have taken a critical look at the
current state of crypto assets as an investment from
an insider’s perspective. In our final performance
analysis, we focused on Bitcoin because it is most
well-known and has the longest history. This does
not mean that we endorse Bitcoin as an investment.

Collective Emergent Governance

Response to BCH Miner Donation Plan

Justin Bons, Founder and CIO

Justin Bons, Founder and CIO

“Nakamoto Consensus is not a blanket justification for all action, if it where a lead developer could also push through changes increasing the twenty one million supply limit. A lead developer certainly could do this but the amount of disruption and damage this would cause even if his proposal is rejected should objectively be seen as an example of bad leadership since it ignores the practical reality of human politics and what is required in order for a community to stay unified.”

“The primary advantage of my initial proposal was political, considering that I changed very little from the initial Infrastructure Funding Plan. Allowing these major parties to more easily agree to these changes, while solving many of the ethical, corruption & centralization problems.”

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The views expressed here are those of the individual Cyber Capital B.V. (Cyber Capital) personnel quoted and are not the views of Cyber Capital or its affiliates. Certain information contained in here has been obtained from third-party sources, including from portfolio companies of funds managed by Cyber Capital. While taken from sources believed to be reliable, Cyber Capital has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation
This presentation does not constitute, either explicitly or implicitly, any provision of services or products by Cyber Capital and investors are encouraged to consult counsel and/or other investment professionals as to whether a particular investment management service is suitable for their investment needs. All statements made regarding companies or securities are strictly beliefs and points of view held by Cyber Capital and are not endorsements by Cyber Capital of any company or security or recommendations by Cyber Capital to buy, sell or hold any security. Historical results are not indications of future results. Certain of the statements contained in this presentation may be statements of future expectations and other forward-looking statements that are based on Cyber Capital’s current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. Cyber Capital assumes no obligation to update any forward-looking information contained in this presentation. Certain information was obtained from sources that Cyber Capital believes to be reliable; however, Cyber Capital does not guarantee the accuracy or completeness of any information obtained from any third party. Cyber Capital and its clients as well as its related persons may (but do not necessarily) have financial interests in securities or issuers that are discussed.