According to legendary investor Warren Buffett, a market opportunity represents real value when “the crowd” is not the least bit excited about that market and yet the prospects for that market have the building blocks of tremendous fundamental growth.
One might suggest that the current scenario for blockchain and cryptocurrency focused companies might be the best representation of this philosophical position that has appeared in generations.
The Character of a Technology Revolution
Every major technological revolution for the past two centuries has followed a specific pattern consisting of three phases:
- A speculative bubble as the intellectual force of the idea penetrates the cultural consciousness eliciting extreme speculative fervor by those with capital to bet;
- An ensuing crash as market participants realize they’ve gotten ahead of themselves and the growth curve has not yet established traction;
- The blossoming of the real economic impact begins to take shape as the technology is leveraged in the daily lives of the culture in which its impact is to be felt.
Right now, the stars are aligned for the blockchain and cryptocurrency space to bear out its transition from phase 2 to phase 3.
A good example is the Nasdaq bubble of the 1990’s. That was out of control and represented an overt speculative bubble. But now, two decades later, we see the market caps of the biggest offenders from the 1990’s bubble at many times their 1990’s levels.
The revolution did come after all. But the best investment opportunity was in 2002, rather than 1999.
The big point we wish to make right now is this: Maybe this is 2002 for blockchain bets.
2002 for Blockchain?
In fact, on many levels, the objective evidence is already in place to support the idea that the blockchain space represents the first two of these steps. And phase 3 may be just underway right now.
In such a universe, what might be the most extraordinary investment opportunity?
How about a strategic investment operation that has been accumulating positions in promising blockchain and cryptocurrency operations in the midst of the final leg of the crash? That sounds pretty good to us.
And guess what? That’s exactly what you have in Codebase Ventures Inc (OTCMKTS:BKLLF).
The VC Model
Given all of the hoopla surrounding the eruption of value out of Silicon Valley over the past two decades, who do you think has really benefited the most?
Was it Facebook? Was it Google? Was it Apple?
In fact, it might surprise you to know that all of these answers are wrong.
The reality is that the equation of “return on investment” has borne out the true winner as the venture capital firms located in Silicon Valley.
These are the firms that have mobilized capital to assume early-stage positions in the explosive growth opportunities to come out of the Silicon Valley phenomenon, thereby capturing massive returns on those investments, making billionaires by the dozens.
If we are in fact seeing a new growth revolution take place from the soil of the blockchain innovation, then it stands to reason that the biggest return on investment will go to those who are mobilizing capital for an eventual return on investment in companies that are at the forefront of this revolution.
Codebase Ventures Inc (OTCMKTS:BKLLF) appears to be just such an opportunity right now.
The Codebase Ventures Opportunity
“Our Mission: To invest strategically in emerging, innovative technology that has the potential to upend traditional institutions and deliver the greatest value to shareholders.”
According to its materials, Codebase is a small, hands-on team of financial and technology experts who invest early in great ideas.
“We operate from the understanding that technology is always evolving, bringing early opportunities for strategic investments that can deliver the exponential returns to our shareholders. We seek out and empower the innovators who are building tomorrow’s standards with platforms and protocols, not just products. We invest early, support our founders, take their ideas to market and work tirelessly to help them realize their vision.”
The Codebase team is also worth noting.
“Technology is always evolving, which can present challenges, but this means there’s always an early opportunity,” said George Tsafalas, Codebase’s CEO. “As hands-on investors looking for the greatest returns, it made sense to expand our focus beyond blockchain so our team can identify these openings before anyone else.”
“We remain confident that blockchain technology will radically transform how business is conducted, and we expect our current investments to deliver value to our shareholders,” said Jeff Koyen, Chief Strategy Officer at Codebase Ventures Inc. “But if we expect to find the most exciting innovations in tech, we must expand our scope and mission.”
The Codebase Portfolio
The company’s current portfolio includes:
- Pressland, the first comprehensive map of the global media supply chain, built to restore public trust (pressland.com)
- Arcology, building the next generation of enterprise blockchains (arcology.network)
- ICO Ranker, the industry standard for reliable reviews and analysis of token sales (icoranker.com)
- Blockchain Ranker, a B2B directory of top-rated blockchain software, service providers, platforms and developers (blockchainranker.com)
The revenue potential from this portfolio can be seen as extremely cheaply priced given its longer-term potential given the distressed value now embodied by the blockchain and cryptocurrency space following last year’s crash.
When attempting to understand this opportunity, consider what one might pay for these resources if and when the crypto/blockchain space is back “en vogue”.
As always we encourage you to do your own research:
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