crypto investing

3 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Sep 24, 2018 by Sarah Tavel · across every show →

Everything said about crypto investing, oldest first

Sep 24, 2018 neutral
Opinion
Crypto investing in 2018 closely parallels the early days of ad tech
“So I think that crypto investing right now is in a tricky place, because it reminds me a lot, actually, of ad tech investing in the early days.”
Sarah Tavel Sep 24, 2018 ▶ 26:08 20VC: Benchmark's Sarah Tavel on Why Investing Success Lies In Small Markets Adjacent To Very Large Ones, Why You Have To Be Judicious On When To Pay Up vs Be More Price Sensitive & Why Crypto Investing Is Like The Early Days of AdTech Investing
Sep 24, 2018 negative
Insight
Crypto investing requires deep specialization and is unsuitable for non-specialized dabblers
“We're still so early in the game in crypto that we don't even know what the ad unit will be, where you will make money in the stack, and so it's a very tricky place to play, and it's definitely not a space for dabblers.”
Sarah Tavel Sep 24, 2018 ▶ 27:42 20VC: Benchmark's Sarah Tavel on Why Investing Success Lies In Small Markets Adjacent To Very Large Ones, Why You Have To Be Judicious On When To Pay Up vs Be More Price Sensitive & Why Crypto Investing Is Like The Early Days of AdTech Investing
Sep 24, 2018 bullish
Prediction Held up
Crypto investing will increasingly mirror Open Source 2.0 corporate governance models
“The trajectory right now is that increasingly investing in crypto is looking more and more like technology investing that we've always had. It reminds me very much of kind of the open source one point O era. And I just think this is going to look a lot more li…”
Sarah Tavel Sep 24, 2018 ▶ 29:04 20VC: Benchmark's Sarah Tavel on Why Investing Success Lies In Small Markets Adjacent To Very Large Ones, Why You Have To Be Judicious On When To Pay Up vs Be More Price Sensitive & Why Crypto Investing Is Like The Early Days of AdTech Investing
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