My Bull Thesis on Ethereum, Bitcoin and Coinbase w/ Garry Tan (Ep. 351)

I’m joined by Garry Tan, co-founder of Initialized Capital. Previously he was a co-founder of Posterous and Posthaven, and a partner at YCombinator.

Garry Tan on Twitter, https://twitter.com/garrytan https://www.youtube.com/user/rantfoil Garry Tan interview of Brian Armstrong Coinbase CEO, https://www.youtube.com/watch?v=UpbGbKQsTjc

Timestamps: 00:00 - Introduction 00:39 - Why YouTube? 3:07 - Coinbase investment bull thesis, growth of DeFi, decentralized autonomous organizations 12:05 - Bitcoin & Ethereum competitive advantage, Solana 17:57 - Hacker News bias 21:20 - Unique breed of crypto developers 23:30 - Ethereum to $10,000? 24:22 - How to value Ethereum? 26:35 - Ethereum killers? ADA, Polkadot, Solana, Tezos, Dfinity/ICP 28:15 - Great Twitter and YouTube accounts 29:10 - Why continue to invest? 34:43 - How much capital do you manage? 35:30 - Role of geography in investing success 38:25 - Key insight in investing 44:25 - How to pick the winners before product-market fit? 49:30 - Expectations on returns 51:30 - Conclusion

Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/hey

===
Original video: https://www.youtube.com/watch?v=RYPxgoJS5aA
Downloaded by http://huffduff-video.snarfed.org/ on Tue May 25 16:11:42 2021 Available for 30 days after download

Tagged with education