Placeholder VC

3 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Jul 2, 2018 by Joel Monegro · said 16 times in 1 episodes since 2018 · across every show →

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brought up most by Harry Stebbings (14), Joel Monegro (2)

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Everything said about Placeholder VC, oldest first

Jul 2, 2018 negative
Insight
Monegro: Crypto networks cannot win long-term on software features alone
“Features can be copied, and you can't win in this market solely on the basis of features.”
Joel Monegro Jul 2, 2018 ▶ 20:19 20VC: Why Most The Value In Crypto Will Accrue in Governance, When Institutional Capital Will Enter The Space and How To Think About Liquidity In Crypto with Joel Monegro, Founding Partner @ Placeholder.VC
Jul 2, 2018 negative
Insight
Monegro: Liquid fund structures force crypto managers to sell during market downturns
“A frenzy where there will be massive rises and massive falls, and when you have a more liquid fund structure, that can end up screwing you in interesting ways. If you're now bound by the whips of the market, if your investors can pull out of the fund because i…”
Joel Monegro Jul 2, 2018 ▶ 19:00 20VC: Why Most The Value In Crypto Will Accrue in Governance, When Institutional Capital Will Enter The Space and How To Think About Liquidity In Crypto with Joel Monegro, Founding Partner @ Placeholder.VC
Jul 2, 2018 bullish
Disclosure
Monegro: Placeholder is prioritizing crypto infrastructure investments over application layers
“We focus on our thesis, so we believe that we're at a stage now where infrastructure is particularly important because there's a lot of building blocks for Crypto applications that don't exist yet, and so things like file storage and networking and things like…”
Joel Monegro Jul 2, 2018 ▶ 15:31 20VC: Why Most The Value In Crypto Will Accrue in Governance, When Institutional Capital Will Enter The Space and How To Think About Liquidity In Crypto with Joel Monegro, Founding Partner @ Placeholder.VC
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