What is Unbounded Capital?
Unbounded Capital invests in technical founders building the data and (micro)payments infrastructure needed for trends like real-world asset tokenization, next-gen social media/content monetization, and privacy-focused identity to become realities.
We are often the first institutional check & invest globally.
We have been recognized as a leading investment firm in the blockchain space.
Our Thesis
Imagine the internet absent fintech: no Visa, no PayPal, no Stripe. How many of today’s unicorns would not exist without them? Until recently, our internet lacked solutions for scalable micropayment of less than a dollar, a technology that will be far more impactful and wide-reaching than even the most successful payment giant today.
Fund III Thesis: The infrastructure companies that execute on micropayments will massively grow the payments market and capture a large portion of new and existing online commerce.
We do not invest in companies that have material exposure to crypto.*
*Fees on a $1 purchase when using existing payment giants vs methods leveraging Bitcoin SV.
Why Blockchain?
The Payments Revolution
The invention of Bitcoin forever changed the internet by adding a protocol tailor made for micropayments more than 1000x better than any existing payment option.
So far, Bitcoin has been famous for rapidly appreciating as an asset, but we think Bitcoin’s biggest and most lasting impact will be fuelling a new explosion of commerce and innovation through blockchain technology & micropayments!
THE BUSINESS MODELS OF THE FUTURE ARE ONLY POSSIBLE WITH MICROPAYMENTS
Over the last ten years, advances in micropayments infrastructure have revolutionized large and rapidly growing economies with M-Pesa in Africa, WeChat Pay in China, and WhatsApp based solutions in Latin America.
New micropayment solutions are entering US and European markets. Since we adopted this thesis in 2019, the idea that micropayments will fundamentally transform existing and next-gen business models has become an inevitability.
Data and payment infrastructure touch everything. The business models leveraging next-gen technologies like tokenization, advertising alternatives, and privacy-focused identity will require new data and (micro)payments infrastructure impacting trillions of dollars of commerce.
We invest in the companies which are positioned to capture outsized portions of this market opportunity.
WE PUBLISHED EARLY WARNING SIGNS ON FTX, BLOCKFI, CELSIUS
We pass on companies where the business model depends on the proliferation of a speculative market for crypto assets OR assume low volatility in a predictably volatile asset class.
Our research has allowed us to confidently steer clear of crypto failures such as FTX, BlockFi, DeFi, and algorithmic stablecoin projects.
UC hosted Webinars as early as June 2022 warning about the likely impending bankruptcies of Celsius & BlockFi (both were bankrupt by July & November of 2022).
The 2020 publication of our E-Book “How a Scalable Blockchain Will Win,” outlines why we believe the crypto consensus is wrong and paints a picture of what we see as the bigger opportunity with blockchain.
WHY Blockchain IS GREEN TECH
At Unbounded we see Blockchain as an extremely green technology.
We are confident that businesses, governments, and environmentalists alike will increasingly come to agree that Blockchain Technology is not only far more environmentally friendly than the status quo, but that Blockchain will also be among the most positive technologies for the environment ever created.
Learn More
Managing Partner on The Market Huddle
Listen to Managing Partner Zach Resnick, alongside Lyn Alden, in his 30 minute conversation covering:
The history of Unbounded Capital
Pervasive misconceptions about Bitcoin
Why the focus on scalable and efficient blockchains is so important
The origin of Unbounded’s weekly “steel man” call
If you like our thesis and want to learn more about our offerings we have detailed resources about our open funds available for accredited investors below!
Want to learn more or book Managing Partner Zach Resnick to speak at your next conference or event?
Contact Zach directly at zach@unboundedcapital.com. For reference, check out Zach's appearance on The Market Huddle podcast.
In Unbounded’s Newsletter, Zach regularly shares his thoughts on the crypto and blockchain landscape as well as updates about our funds. The latest newsletter can be found here.
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