TechFlow news — In a recent interview with BlockBeats, Matthew Graham, founder of Ryze Labs (formerly Sino Global Capital), shared his views on the primary market and Ryze Labs’ investment strategy. He mentioned that Ryze Labs focuses more on projects that genuinely meet real demand, noting that the vast majority of current projects fail to meet this standard.
Graham stated that for seed-stage investments, the primary factor he looks for is whether a project already has a "superfan" group—people who absolutely need it. He believes making a product indispensable to a small core user base is the hardest but most critical step. He pointed out that many projects don't even have one or two people who truly need their product. Another key criterion is whether the team can deliver quickly and continuously improve. Therefore, he doesn't prioritize geography, focusing instead on these two traits.
Regarding the gaming industry, Graham believes games could be a key driver of mass adoption, though he also highlighted challenges such as the quality of Web3 games and how to attract users who haven't yet entered the Web3 space. He emphasized that solving these issues is crucial for the success of the gaming sector.
Graham expressed strong optimism about the cryptocurrency industry, stating that the market has likely bottomed out. He supports the concept of market cycles, especially within the crypto space.
He said he is particularly bullish on areas that enable broader participation and stressed the importance of expanding the Web3 user base. He is highly interested in products and infrastructure that support this goal.
