Blockchain has the power to disrupt many established businesses and industries, and Blockchange Ventures is always looking to invest in companies that have the ability to make a dent in the universe. Because blockchain technology can replace anything that requires an intermediary, industries such as credit cards, insurance, IDs, automobiles, and even housing are all vulnerable.
However, other successful use cases may not even exist yet, meaning that Blockchange Ventures will always consider partnering with businesses that will provide short/medium-term results, have enterprises built on protocols, and applications that are in need of better user experiences.
These companies should be better able to survive boom-and-bust cycles, which over time will become smaller and more stable. Ken also warns against creating tokens whose only purpose is to raise money, but wont be an integral part of the finished product, as they can remove value from the project.