crypto industry

6 statements across 4 episodes · 3 bullish · 3 bearish · 4 people on the record · first statement Jun 8, 2022 by Ian Lee · across every show →

Everything said about crypto industry, oldest first

Jun 8, 2022 negative
Assertion Not checkable as stated
Ian Lee: Mt. Gox Collapse Set the Crypto Industry Back Three Years
“Mt. Gox set the Bitcoin industry and the crypto industry back by, you know, at least two to three years.”
Ian Lee Jun 8, 2022 ▶ 43:13 Ian Lee: Why DAOs Will Replace Venture Capital; Biggest Threat to Web3 | 20VC #893 · 20VC with Harry Stebbings
Apr 14, 2023 bullish
Prediction Not checkable as stated
Marcus: Speculative token era is ending, shifting innovation back to Bitcoin
“I think we're done with that or almost done with that. And I think that's why you see a lot more innovation coming back to Bitcoin as well, because people have come to realize that actually building real products that solve real people's problems is the way to…”
David Marcus Apr 14, 2023 ▶ 30:52 David Marcus: How I Came to Lead PayPal; Why FB's Crypto Failed; How AI Fixes Inequality | E1001 · 20VC with Harry Stebbings
Apr 14, 2023 negative
Prediction Not checkable as stated
Marcus: Debanking crypto will push transactions into opaque peer-to-peer channels
“I think the alternative is actually that you push the entire industry to be on the fringe and on the margin and all of these transactions become peer to peer and more opaque to regulation, which is absolutely the worst outcome for everyone involved, including …”
David Marcus Apr 14, 2023 ▶ 27:04 David Marcus: How I Came to Lead PayPal; Why FB's Crypto Failed; How AI Fixes Inequality | E1001 · 20VC with Harry Stebbings
Apr 14, 2023 bearish
Prediction Not checkable as stated
Marcus: SEC regulatory clarity for crypto will not happen soon
“If we're staying on, on our current path, I don't think it will happen soon. But I hope that I hope that the entire industry gets gets a lot of clarity.”
David Marcus Apr 14, 2023 ▶ 29:35 David Marcus: How I Came to Lead PayPal; Why FB's Crypto Failed; How AI Fixes Inequality | E1001 · 20VC with Harry Stebbings
Jan 26, 2024 bullish
Prediction Not checkable as stated
Ripley Predicts Kraken and the Crypto Industry Will 10x in Five Years
“I think we will be at a meaningfully different place as an industry in order of magnitude bigger. I think Kraken will likely be more than an order of magnitude bigger in that timeframe.”
Dave Ripley Jan 26, 2024 ▶ 34:26 Dave Ripley: Are the SEC Overreaching with its Approach to Crypto? Should Gensler Step Down? | E1108 · 20VC with Harry Stebbings
Jun 27, 2026 positive
Insight
Crypto Users' Passion Gives FOMO a Major Competitive Advantage
“And this is actually one of the biggest, largest competitive advantages for our company is in the on-chain and crypto industry specifically, the users are very passionate about using the products.”
Paul Erlang Jun 27, 2026 ▶ 4:35 How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
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