Cryptocurrency Market

topic on 3 shows · 5 statements across 5 episodes

Capital Allocators All-In 20VC

5 statements about Cryptocurrency Market, every show

ALL-IN Assertion Not checkable as stated
Chamath: Even a traditional bank run cannot revive the crypto market
“Nothing can revive the crypto market as we're seeing today, even in a run on the bank, which is exactly what everybody was afraid of in a Bitcoin world. That thing is down.”
Chamath Palihapitiya Mar 11, 2023 ▶ 1:20:09 E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more
ALL-IN What-if
Friedberg: Someone else would have exploited crypto if SBF hadn't
“If it wasn't this guy, it was someone else. It was going to be someone else.”
David Friedberg Dec 3, 2022 ▶ 13:43 E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
Garg: NFT marketplaces are more defensible businesses than cryptocurrency exchanges
“The belief we've come to is that the NFT markets Are actually going to be more defensible than the cryptocurrency markets. And it's because the assets that you're purchasing are by definition, unique and distinct.”
Avichal Garg Aug 4, 2022 ▶ 50:59 Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
ALL-IN Prediction Open · timeframe Oct 2026
Chamath predicts crypto market value will reach $10 trillion
“And you have three trillion dollars of value that'll go to six trillion and then go to 10 trillion.”
Chamath Palihapitiya Oct 9, 2021 ▶ 30:38 E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
20VC Prediction Held up
Garg: Crypto volatility will drop over five years, improving store-of-value status
“I would expect that over time, over the next, say, five years, the volatility will go down in the space, and it will start to look like a better and better store of value.”
Avichal Garg Aug 20, 2018 ▶ 14:12 20VC: The 2 Core Areas Value Will Accrue In Crypto, Why Crypto Will Drive The Re-Centralisation of Talent Back Into Silicon Valley & Why Regulation Is The Opposite of What We Should Be Concerned By in Crypto with Avichal Managing Partner @ Electric Capita

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