Hi there,
Had a little discussion on this on Discord.
At a high level - kind of two fold - a blockchain company and a crypto company through its Netcoins subsidiary. Much like every other exchange out there, Netcoins is see considerable growth. I am interested in its subsidiary Blockchain Intelligence Group which provides search, risk-scoring and analytics - its QLUE platform provides more in depth forensic blockchain analysis.
I haven't heard of any company that specializes in this area and given the increase in adoption of blockchain and cryptos, could be a very interesting growth vertical. Yet another interesting company in the space but IMO it is QLUE that sets it apart from some of the others.
There are so many blockchain/crypto companies right now, it is much like early day cannabis investing. It looks like it was trying to get rid of Netcoins not too long ago, but the recent surge in crypto has changed that. It is very hard to determine who is going to come out a winner. The company has an inconsistent history of revenue growth and is likely to be quite volatile.
I'd consider it high risk
Mat