I sat down with Oliver from CMT Digital to discuss what they look for in crypto founders before investing. We covered their unique approach as both a trading firm and VC, the intersection of AI and blockchain, why stablecoins will win for micropayments, and Oliver's contrarian take that crypto DApps will become invisible. CMT has been in crypto for nearly a decade and manages four funds focused on pre-seed to Series A investments. If you're building in stablecoins, agentic payments, tokenization, or crypto infrastructure, this episode is packed with insights on what VCs actually want to see.
Key Points with timestamps
• [00:00] Introduction to CMT Digital and Oliver's role
• [00:04:25] What sets CMT Digital apart from other Web3 VCs
• [00:06:00] CMT's three pillars: trading, private equity, and venture
• [00:10:34] CMT focuses on pre-seed to Series A stage investments
• [00:11:10] What outlier founders do differently when approaching VCs
• [00:13:33] The intersection of AI agents and blockchain payments
• [00:16:00] Why agents will use both credit cards and stablecoins
• [00:17:07] Micropayments use case: paying fractions of a cent with stablecoins
• [00:20:00] Sam breaks down the 6% cost of Stripe vs. <0.03% with stablecoins
• [00:22:08] Trends in stablecoin adoption and tokenization of real world assets
• [00:25:44] Using blockchains in boring but inefficient industries
• [00:26:55] Founder anxiety about the fast pace of AI and crypto
• [00:29:26] Why SaaS moats are distribution and network effects, not tech
• [00:32:00] How CMT uses AI internally for deal sourcing and analysis
• [00:36:16] Oliver's contrarian opinion: crypto DApps will become invisible
• [00:39:26] Not every project needs a token - when tokens make sense
Connect
CMT Digital Website: https://cmtdigital.com
https://x.com/CMT_Digital
https://www.linkedin.com/company/cmt-digital-ltd
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Disclaimer
Nothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.