🚀 Vietnam Blockchain Business Opportunities

Executive Summary - Tháng 10/2025

💡 Khuyến nghị chính

FOCUS: Event Ticketing (Quick wins) + Real Estate (High value)

Tránh: Employee vouchers (over-engineering) & Remittance (regulatory risk cao)

📊 So sánh TOP 6 Opportunities

Use Case Pain WTP Market BC Fit Regulatory Time Competition Revenue Y3 Verdict
🎫 Event Ticketing 9/10 10/10 Large 10/10 ✅ Easy 6-12mo ⭐⭐⭐ $3-5M ✅ START HERE
🏠 Real Estate 10/10 10/10 Very Large 10/10 ⚠️ Medium 12-18mo ⭐⭐⭐ $5-10M ✅ HIGH VALUE
📦 Supply Chain 10/10 9/10 Very Large 9/10 ✅ Easy 6-9mo ⭐⭐⭐ $3-8M ✅ GOOD
🎓 Education 8/10 8/10 Large 10/10 ✅ Easy 6-12mo ⭐⭐ $1-3M ✅ EASY START
🏥 Healthcare 9/10 8/10 Large 8/10 ⚠️ Medium 12-18mo ⭐⭐ $2-5M ⚠️ SLOW
💰 Remittance 9/10 10/10 Very Large 10/10 ❌ Hard 12-24mo ⭐⭐⭐⭐⭐ $10-30M ❌ HIGH RISK
🎁 Employee Vouchers 6/10 2/10 Small 5/10 ✅ Easy 3-6mo ⭐⭐⭐⭐ $0.5M ❌ SKIP

🎯 Portfolio Strategy

🎯 CORE FOCUS (70%)

  • Ticketing: 6-12 tháng → Revenue nhanh
  • Real Estate: 12-18 tháng → Contracts lớn

Target Y1: 600M + 500M = 1.1B VND

🔄 SECONDARY (20%)

  • Supply Chain: Pharma/FMCG
  • Education: Universities pilot

Target Y1: 300M + 200M = 500M VND

❌ AVOID (0%)

  • Remittance: Chờ regulatory rõ
  • Employee Vouchers: No demand

Lý do: Risk cao hoặc ROI thấp

📋 Chi tiết từng Use Case

Use Case Problem Solution Target Customer
🎫 Ticketing • Scalpers mua hết vé
• Fans mua không được
• Vé chợ đen giá cao
NFT tickets + KYC
Limit 2 vé/người
Transfer price cap 120%
Concerts, Festivals
Sports, Cinema
Fee: 6-8% GMV
🏠 Real Estate • Sổ đỏ giả → Mất trắng
• Tranh chấp ownership
• Không thể mua lẻ BĐS
Digital sổ đỏ on-chain
Fractional ownership
Smart contract escrow
Developers
Govt (Bộ TN&MT)
Fee: 0.5-1%
📦 Supply Chain • 10-30% hàng giả
• Thuốc fake nguy hiểm
• Brand mất uy tín
QR code mỗi sản phẩm
Track từ factory → retail
Consumer scan verify
Pharma companies
FMCG (Vinamilk, Masan)
Fee: 300-1000đ/unit
🎓 Education • 20-30% bằng giả
• Company ko verify được
• Gọi trường mất thời gian
Digital degree as NFT
Instant verification
Impossible to fake
400 universities
HR departments
Fee: 20-50k/degree
🏥 Healthcare • Hồ sơ rời rạc
• Làm lại xét nghiệm
• 10-15% thuốc giả
Interoperable records
Patient owns data
Drug traceability
Private hospitals
Pharma companies
Sub: 10-20M/tháng
💰 Remittance • Fee 5-10% quá cao
• Đợi 2-5 ngày
• $17B/năm kiều hối
Stablecoin transfer
Fee 1-2%, instant
Mobile-first
10M OFW
Fintech/Banks partner
⚠️ Regulatory unclear

⏱️ Timeline & Milestones

Milestone Timeline Activities Success Metric
Validation 0-30 days • Interview 10+ customers
• Build Figma prototype
• Get 3 LOIs
3 paid pilot commitments
MVP Build 30-90 days • Smart contract dev
• Web/mobile app
• KYC integration
Working ticketing platform
First Events 90-180 days • Launch 15 pilot events
• Sell 5,000+ tickets
• Gather feedback
NPS >40, 80% repeat rate
PMF Proof 6 months • 50 successful events
• 25,000 tickets sold
• Case studies
Product-Market Fit proven
Seed Round 12 months • Raise $500k-1M
• Scale team to 20
• Expand verticals
100+ events, 5M GMV/month

💼 Next Actions (This Week)

  1. Schedule 5 interviews với event organizers
  2. Build clickable prototype trên Figma (2-3 days)
  3. Research competitive landscape chi tiết
  4. Draft pitch deck (10 slides max)
  5. Consult lawyer về Nghị quyết 05/2025

✅ Key Success Factors

Document Version: 1.0 | Date: October 2025

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