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Cloud 2.0: get exposed to the next generation of infrastructure projects.

Investment thesis

Les serveurs

Technology is ready

Massive tailwind.

Stemming from the fact that basically everyone is underexposed to the asset class. With more regulator clarity, and more products to make accessible a lot of money has started to flow into this asset class.

 

Great set up for investors.

Fundamentally there is enormous progress at the technology level. Technology is ready to onboard hundreds of millions of users. For some time sentiment was at a low - it is now growing rapidly.

The paradigm shift

Protocols will replace many existing intermediaries and enable a whole range of new behaviour that was previously not possible.

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We invest in Cloud 2.0

10 years after mass adoption, the cloud is evolving.

Centralised private infrastructure has started to shift toward decentralised public infrastructure : less capex,  enhanced security and sovereignty.

The macro picture

1980 - 2000
Value generated on proprietary business computers and operating systems.

2000 - 2020

Value generated on closed private infrastructure such as cloud services capitalising on users's data.

2020 - 2030

Value generated on open public infrastructure. The network incentivised businesses and protocols built on top of blockchains.

ciel

1980 - 2000

The PC Era

IBM, Intel, Microsoft

2000 - 2020

The Web / Cloud Era

Google, Facebook, Amazon

2020 - 2030

The Decentralisation Era

Arweave, Internet Computer, Filecoin

Image de Robert V. Ruggiero

Industry Highlights

$75B USDT stablecoins (tokenized US dollars) exchanged per day, that is 2x Visa and Mastercard combined.

$0.2 vs $20 The monthly cost to store 1Tb of data on Filecoin (decentralised storage) vs Amazon Web Services or Google Cloud.

$2B per day JP Morgan's tokenized intraday financing volume (repo). It is expected to be $10B per day within 18 months. 

10x more demand than supply for GPU compute fuelled by AI. 

We invest in
decentralised storage and compute
infrastructures companies.

A new generation of internet protocols:

Built on open, public infrastructure, composable, scalable and with native capacity to store and transfer value. 

No limits to their size: these protocols are likely to become orders of magnitudes more valuable than their existing centralised peers.

Why the Cloud 2.0 will rely on blockchain infrastructures

W3index invests across infrastructure projects that are inclusive, foundational, interoperable and accountable.

Economic drivers: Blockchains are notoriously good at orchestrating large networks of connected devices as well as removing middlemen.

This tends to lower the cost structure of the services they support. 

Security driver: Blockchain is built on public open source code. Over time this yields to more battle tested code and services. 

Sovereignty driver: Although you don’t own the infrastructure, you have sovereignty over your data, it’s availability and its distribution.

Image de Playground

AI & Blockchains

  • Decentralized Efficiency: Utilize blockchain for robust, tamper-proof AI data storage and distributed computing, slashing costs and enhancing privacy.

  • Smart Resource Utilization: Leverage underused global computing power for AI, optimizing cost and performance.

  • Innovative Economy: Drive down operational costs with blockchain's smart contracts, incentivizing fair data sharing and resource usage

Abstrait futuriste

Investing in networks

Decentralised infrastructure taps into existing Web2 demand by offering cheaper services, while unlocking new use cases.

 

Token driven networks incentivise users to deploy hardware to offer fungible resources like compute, storage, and bandwidth, and services / middleware to access such resources.

> Short term storage

> Long term storage

> Relational databases

Graph databases

Key-value tables

General purpose compute

> Cloud services

> Content delivery

Specific purpose compute

> 3D Rendering

> ZK Proofs

> Video encoding

> Machine learning

> Cross chain messaging

> Data Indexing

> RPC providers

> Oracles

Horloge en chiffres romains

Market timing is right.

  • Founding team designs, manufactures, tests, and distributes initial hardware

  • Token incentives are designed to balance sustainable growth and attracting supply-side.

  • Standardization of hardware spec and manufacturer approval process is defined

  • Professional hardware deployers enter

  • Product builders begin creating new apps and services around the network

  • Network achieves steady growth and begins looking for new avenues of growth

  • Venture miners purchase & deploy hardware

  • Speculative capital helps sustain the supply-side before structural demand appears.

  • Retail largely drives the growth of the supply-sid

  • Supply-side of the network reaches enterprise-ready scale

  • Businesses begin utilizing the network's services, driving structural demand

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