Crypto Investing
topic on 2 shows · 4 statements across 2 episodes
4 statements about Crypto Investing, every show
Garg: The best investments happen when crypto is deeply unpopular
“Curtis and I always joke that the best investments are when nobody wants to talk to us and we're slowly getting there. When we're very, very unpopular is actually the right time to be investing.”
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.”
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.”
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…”