Скачать или смотреть My Bull Thesis on Ethereum, Bitcoin and Coinbase w/ Garry Tan

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,   / garrytan  
   / rantfoil  
Garry Tan interview of Brian Armstrong Coinbase CEO,    • Coinbase CEO Brian Armstrong on Cryptocurr...  

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

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💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date.

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