Euro

other on 9 shows · 14 statements across 12 episodes · said 16 times in 11 episodes since 2018

Capital Allocators 7 the Neon Show 4 20VC 2 Innovators & Investors 1 WTF is with Nikhil Kamath 1 the a16z Podcast 1 More or Less My First Million All-In

Mentions by year, every show

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Capital Allocators 7the Neon Show 420VC 2the a16z Podcast 1Innovators & Investors 1WTF is with Nikhil Kamath 1

2026 2 mentions in 2 episodes 1 per episode
2025 3 mentions in 2 episodes 2 per episode
2024 5 mentions in 2 episodes 3 per episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2020 2 mentions in 1 episode
2019 1 mention in 1 episode
2018 1 mention in 1 episode

every mention on every show, scene by scene, with the transcript →

14 statements about Euro, every show

MORE OR LESS Assertion Not checkable as stated
Yakovenko: There is very little crypto demand for euro stablecoins
“No, I mean, we've seen very little demand for even just euros. Like it's just been a slog trying to get anyone to want them.”
Anatoly Yakovenko Jul 11, 2025 ▶ 33:20 #107 Crypto Isn’t for Everyone (And That’s a Good Thing) with Anatoly Yakovenko · More or Less Podcast
20VC Opinion
Freise: The Euro is currently the only credible alternative to the US dollar
“Right now, the only credible alternative is the Euro, and we in Europe, we need to get our act together.”
Philipp Freise Jun 30, 2025 ▶ 40:32 KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings
20VC Prediction Open · timeframe Jun 2030
Freise: Bitcoin and the Euro will gain share in a multi-currency reserve system
“I think Bitcoin will take a larger share as will the Euro, but it's going to be more of a mix.”
Philipp Freise Jun 30, 2025 ▶ 41:06 KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings
CAPITAL ALLOCATORS Prediction Open · timeframe Apr 2027
Gave: Eurozone sovereign debt crisis will not flare up soon
“Europe has this Damocles sword over its head with the Euro, which pops up every three, four, five years. I don't think it pops up over the next couple years”
Louis-Vincent Gave Apr 14, 2025 ▶ 55:26 Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
ALL-IN Assertion Partly supported
Ray Dalio: Gold is the world's third-largest reserve currency
“Gold is the third largest reserve currency, by the way. Dollars euros, gold, and then yen.”
Ray Dalio Jan 28, 2025 ▶ 23:47 Ray Dalio: US Debt Spiral, How to Avoid Disaster | The All-In Interview
NEON SHOW Insight
Sikri: There are currently no viable alternatives to the US dollar
“There are no alternatives really to the dollar. The dollar market is the biggest in the world. The euro, the pound sterling, the yen, these are there, but because the size of the economy, the size of the capital markets does not match that of the US dollar. An…”
Rajiv Sikri Oct 26, 2024 ▶ 58:43 Rajiv Sikri Former MEA Secretary On India-US Relations, Pakistan's Decline & Bangladesh
Textron Pension Holds 5% Levered Long US Dollar Position
“A really easy place to fall back that we have consistently is we just remain overweight U.S. Dollar. We have a standing long dollar with a short versus yen, Aussie, and Euro, and it's a positive carry. We do it unfunded, so it's levered. It's a five percent po…”
Charles Van Vleet Nov 28, 2022 ▶ 19:00 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
MY FIRST MILLION Assertion Supported
Dollar-euro parity and VAT refunds created a 35% luxury arbitrage opportunity
“Cause the dollar and the Euro like got to parody and the luxury stores hadn't changed the prices. So basically like things were always typically priced higher in dollars than in euros. or whatever. So I might get that backwards, but like you, the Louis Vuitto…”
Shaan Puri Sep 15, 2022 ▶ 53:25 How Successful Startups Got Their First 1000 Customers (Uber, Product Hunt & More) (#362)
20VC Prediction Not checkable as stated
Garg: Bitcoin could become a central bank reserve larger than the yuan
“Could Bitcoin actually be a Reserve currency that central banks are purchasing that could be bigger than the yuan or the euro in central banks. I don't think that's crazy, actually.”
Avichal Garg Apr 11, 2022 ▶ 45:22 20VC: Why Crypto is Software Eating Money, Why Crypto Firms Will Outcompete Traditional Venture Firms, How To Price Tokens and When To Have Them, DAOs: How Are They Structured and What Makes One Successful with Avichal Garg, Co-Founder @ Electric Capital
Western sanctions will not trigger massive inflows into the Chinese renminbi
“So I don't think there's any immediate Re-appraisal of the REM NIMBY as a global reserve asset, and we start to see colossal flows into it, or should I say accelerated inflows out of dollars and euros into REM NIMBY. I'm not convinced.”
James Aitken Mar 10, 2022 ▶ 32:59 James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
Papic: Germany Bailed Out Greece to Prevent a Crippling Deutschmark Appreciation
“Say Germany during the Euro area crisis, highly expert reliant economy. If they had abandoned the Euro, the Deutschmark two point O would have appreciated 20, 3040, 50, 60%, and then bye-bye Germany. So hell yes, they're going to pay for Greek debt, like high …”
Marko Papic Oct 26, 2020 ▶ 18:26 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Papic: Bullish on the euro and gold amid dollar weakness
“I am bullish the euro. I think that if you are bearish on the dollar for the next decade, you gotta be bullish on something. There's obviously gold, which I would be bullish on, but I think the euro is interesting.”
Marko Papic Oct 26, 2020 ▶ 39:43 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Tepper: Single Currency and Monetary Policy Cannot Work for Europe
“And I thought the Euro was an incredibly stupid idea because, you know, I was looking at the correlation of employment shocks with Netherlands and Germany and Spain and Germany, and the sort of core periphery issues quite were already evident then, and it was …”
Jonathan Tepper Oct 7, 2019 ▶ 10:38 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
a16z Prediction Held up
Katie Haun predicts cryptocurrency will not replace major fiat currencies
“I don't think, though, to answer your question, that it's going to replace all of the other currencies. I'm not saying that, oh, it's going to replace the dollar and replace the euro. I actually don't believe that, ah, is likely to happen.”
Katie Haun Nov 2, 2018 ▶ 25:01 Debating Crypto: Katie Haun vs. Paul Krugman

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