crypto funds

6 statements across 6 episodes · 1 bullish · 4 bearish · 6 people on the record · first statement Dec 11, 2017 by Olaf Carlson Wee · across every show →

Everything said about crypto funds, oldest first

Dec 11, 2017 negative
Insight
Carlson-Wee: Avoid opportunistic Wall Street transplants when backing crypto tech funds
“I'd look for people that have been in this ecosystem for a long time. I'd look for people that have deep technical expertise in this subject matter. I'd look for people that have solid networks among relevant people in this ecosystem. I would avoid Folks that …”
Olaf Carlson Wee Dec 11, 2017 ▶ 7:56 20VC: Inside The World's Leading Crypto Fund, The Future Exit Environment for Crypto Assets & The Beauty Of Benevolent Dictatorship with Olaf Carlson-Wee, Founder @ Polychain Capital
Oct 22, 2018 positive
Disclosure
Xie: Crypto funds collaborate and share deal flow via weekly syncs
“These crypto funds and investors often share deal flow with each other. It's really interesting because these crypto funds are very collaborative. I have weekly syncs with a number of crypto funds out there where we say, okay, these are the deals I saw, this i…”
Linda Xie Oct 22, 2018 ▶ 37:05 20VC: Scalar Capital's Linda Xjie on Who Will Win The Smart Contract War, The Future of Exchanges: Centralised or Decentralised & The Pros and Cons of Differing Privacy Coins
Aug 30, 2022 bearish
Prediction Not checkable as stated
Recent crypto fund vintages will produce a high number of zeros
“I think we're going to see a lot of zeros pop out of the vintages of these crypto funds that we've seen recently.”
Logan Bartlett Aug 30, 2022 ▶ 47:18 Logan Bartlett: WTF is Happening at Growth Stage Investing? | 20VC #920 · 20VC with Harry Stebbings
Oct 30, 2023 bearish
Prediction Not checkable as stated
Tomaino: Few crypto funds will raise capital as LP scrutiny increases
“I don't think many crypto funds are getting raised. And I think LPs are going to get a little smarter and do more diligence and not just you know, deploy You know, like crazy into you know, fund managers that don't really have any unique insights or defined st…”
Nick Tomaino Oct 30, 2023 ▶ 34:49 Nick Tomaino: The Future of NFTs, What Will Happen with FTX & Who Should be Held to Account | E1076 · 20VC with Harry Stebbings
Mar 27, 2024 neutral
Disclosure
Dixon: All a16z crypto funds are structured as 10-year venture funds
“First of all, all of our funds are Ten-year venture funds.”
Chris Dixon Mar 27, 2024 ▶ 40:03 Chris Dixon: Who Will Win the Next Generation of Venture? | E1132 · 20VC with Harry Stebbings
Nov 27, 2024 negative
Insight
Hommels: VCs need meaningful ownership so wins actually move the needle
“I do think that you need to have ownership in that sense that some of the crypto funds that I'm seeing, they invest many, many, many companies, very, very small sums, so it never makes a difference if you're right. So you need to make sure that it makes a diff…”
Klaus Hommels Nov 27, 2024 ▶ 51:20 Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231 · 20VC with Harry Stebbings
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