Bitcoin, every mention
62 scenes (said by Ted Seides), the whole family · ← back to Bitcoin
tap a year for its mentions
every year anyone Ted Seides 225Ari Paul 45Michael Sonnenshein 41Eric Peters 24Seth Ginns 23Olaf Carlson-Wee 22Ben Forman 17Chris Dixon 16Mike Novogratz 14John Pfeffer 13
Verbatim, from the transcripts: the passages where Bitcoin comes up
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- ▶ 6:37 Ted Seides AI, private credit, Bitcoin, Scott Besant, Warren Buffett's retirement, and kids going to college. 2 times in the scene
Ben Forman – Unlocking Blockchain's Potential (EP.441)
- ▶ 5:03 Ted Seides We discuss Bitcoin, meme coins, the rise of stable coins as blockchain's killer app, tokenized assets, prediction markets, credit, and the intersection of AI and blockchain technologies.
- ▶ 11:48 Ted Seides The tip of the iceberg for institutional interest always seems to be Bitcoin. 14 times in the scene
- ▶ 14:21 Ted Seides The extent that Bitcoin is that institutional asset, on the other end of the spectrum, it's baffling to me that you still have these meme coins. 6 times in the scene
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
- ▶ 4:39 Ted Seides Eric's twice been a guest on the show, discussing his bespoke macro investment strategy four years ago, and case for Bitcoin three years ago. 2 times in the scene
- ▶ 26:54 Ted Seides Why don't you talk about your trajectory of that initial focus on trading this big Bitcoin trade to where you are today? 2 times in the scene
- ▶ 28:47 Ted Seides Bitcoin in the ecosystem. 15 times in the scene
- ▶ 31:33 Ted Seides So part of the case, at least a couple of years ago, in that store of value was an inflation hedge because of the scarcity of Bitcoin itself. 3 times in the scene
- ▶ 33:41 Ted Seides As you think about building a crypto asset manager, most of what we talk about in Bitcoin is now readily available at low cost.
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 46:38 Ted Seides A lot of recent excitement has come with this approval of Bitcoin ETFs, and we'd love to hear how that renewed interest has sort of diswayed through the entire ecosystem of the things that you're looking at in blockchain world. 6 times in the scene
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 12:24 Ted Seides And I'd love to hear, how did you get to crypto and Bitcoin to make it such an important part of your investment program? 9 times in the scene
Ashvin Chhabra – The Aspirational Investor (Capital Allocators, EP.260)
- ▶ 4:51 Ted Seides Along the way, Ashvin shares the story of interviewing with Jim Simons, his critique of endowment management, manager selection, and perspectives on interest rates and Bitcoin.
Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP.06)
- ▶ 1:32 Ted Seides Through conversations with Eric Peters at One River, Michael Sonnenschein from Grayscale, Seth Jins from CoinFund, and Ari Paul from BlockTower, we covered The Case for Bitcoin, A Path to Access, Investing Beyond Bitcoin, and Trading…
- ▶ 10:04 Ted Seides So before we get into what Nathan and you decided to do, you have to answer for me, what happened with that private key customer with the million and a half dollars they couldn't access in Bitcoin? 2 times in the scene
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- ▶ 1:32 Ted Seides Through conversations with Eric Peters at One River, Michael Sonnenschein from Grayscale, Seth Jins from CoinFund, and Ari Paul from BlockTower, we covered The Case for Bitcoin, A Path to Access, Investing Beyond Bitcoin, and Trading…
- ▶ 17:22 Ted Seides What are you seeing in terms of retail and institutional adoption of everything from Bitcoin to different protocols and projects? 2 times in the scene
Olaf Carlson-Wee – The Future of Crypto (EP.257, Crypto for Institutions 2 – EP.04)
- ▶ 1:32 Ted Seides Through conversations with Eric Peters at One River, Michael Sonnenschein from Grayscale, Seth Jins from CoinFund, and Ari Paul from BlockTower, we covered The Case for Bitcoin, A Path to Access, Investing Beyond Bitcoin, and Trading…
- ▶ 9:14 Ted Seides So at that point in time, led by Bitcoin, you could trade, but how did you think about leaving college and working in the field when it really wasn't built up to the ecosystem it is today? 4 times in the scene
- ▶ 41:58 Ted Seides Question to answer as an investor than value accretion, and I'd love to get your thoughts on, in that great example you used with Bitcoin versus Ethereum, but across the different chains, where you think conceptually value will accrete?
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- ▶ 1:32 Ted Seides Through conversations with Eric Peters at One River, Michael Sonnenschein from Grayscale, Seth Gins from CoinFund, and Ari Paul from BlockTower, we covered The Case for Bitcoin, A Path to Access, Investing Beyond Bitcoin, and Trading… 2 times in the scene
Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
- ▶ 1:32 Ted Seides Through conversations with Eric Peters at One River, Michael Sonnenschein from Grayscale, Seth Jins from CoinFund, and Ari Paul from BlockTower, we covered The Case for Bitcoin, A Path to Access, Investing Beyond Bitcoin, and Trading…
- ▶ 50:13 Ted Seides So in that path to adoption, obviously, there's been a lot of volatility in crypto asset prices led by Bitcoin, Ethereum, and everything down the line.
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
- ▶ 1:32 Ted Seides Through conversations with Eric Peters at One River, Michael Sonnenschein from Grayscale, Seth Gins from CoinFund, and Ari Paul from BlockTower, we covered The Case for Bitcoin, A Path to Access, Investing Beyond Bitcoin, and Trading… 2 times in the scene
- ▶ 42:59 Ted Seides Now that Bitcoin has stayed at a strong price, even, you know, if it's volatile for a long time, a lot of people would say the longer that Bitcoin isn't zero, the less likely it is that it will ever be zero. 3 times in the scene
Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)
- ▶ 25:21 Ted Seides So where did you take it from owning some Bitcoin to Starkiller today? 3 times in the scene
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
- ▶ 21:28 Ted Seides I can't really, because I can't like justify what the price of Bitcoin is, but it's easier to talk about cash flow generative assets. 2 times in the scene
Dominic Garcia – Risk-based Investing at New Mexico PERA (Capital Allocators, EP.187)
- ▶ 47:19 Ted Seides How do you in your seat, or probably in any public pension setting, think about something brand new, like people are talking about the whole digital asset world now with the rise in price of Bitcoin and the other cryptocurrency assets. 4 times in the scene
Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
- ▶ 4:49 Ted Seides You woke up Monday morning, and a 149,000 Bitcoin flowed into exchanges over the weekend. 3 times in the scene
- ▶ 13:51 Ted Seides So in your time sitting at the University of Chicago Endowment, I know you started thinking about and researching Bitcoin and would love to hear your perspective at the time of what it was like looking at this new asset in an institution… 6 times in the scene
- ▶ 17:14 Ted Seides Alongside of your interest in trying to educate the people at Chicago, Bitcoin, I know you spent a lot of time on the risk side. 10 times in the scene
- ▶ 19:58 Ted Seides Bitcoin starts moving.
- ▶ 21:54 Ted Seides Beta, pretty clearly Bitcoin, maybe a little bit of Bitcoin and Ethereum. 4 times in the scene
- ▶ 39:57 Ted Seides So across the assets you own, there's Bitcoin, Ethereum, you mentioned DeFi, there's a couple other areas that you could participate in.
- ▶ 41:53 Ted Seides So we've talked some on this series about the macro case, about Bitcoin, about some of the DeFi protocol and some of the other areas. 2 times in the scene
Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
- ▶ 3:44 Ted Seides While in that role, Seth began angel investing a decade ago and became an early investor in Coinbase, Bitcoin, and Ethereum, 2 times in the scene
- ▶ 4:40 Ted Seides You woke up Monday morning, and a 149,000 bitcoin flowed into exchanges over the weekend. 3 times in the scene
- ▶ 16:58 Ted Seides It still seems like Bitcoin and to a lesser extent Ethereum command most of the attention of institutions in particular looking into this outside of maybe a venture capital investment they make in a fund. 9 times in the scene
- ▶ 47:06 Ted Seides As we look out, there's been a lot of interest, particularly starting with Bitcoin, Elon Musk buying for Tesla's balance sheet and MassMutual, and obviously Michael Saylor at MicroStrategy. 7 times in the scene
Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
- ▶ 4:34 Ted Seides You woke up Monday morning, and a 149,000 Bitcoin flowed into exchanges over the weekend. 3 times in the scene
- ▶ 32:04 Ted Seides What's happened underneath the seams on the underlying technology that's different, say, today in this rise in Bitcoin than back in 2017? 3 times in the scene
- ▶ 34:51 Ted Seides So I know that the original Grayscale Bitcoin trust for a long time traded a significant premium to Bitcoin itself. 3 times in the scene
Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
- ▶ 3:44 Ted Seides Each, as it turns out, turns his focus on studying Bitcoin and cryptocurrencies. 9 times in the scene
- ▶ 5:15 Ted Seides You woke up Monday morning, and a 149,000 bitcoin flowed into exchanges over the weekend. 3 times in the scene
- ▶ 9:45 Ted Seides What was it about Bitcoin that felt real to you as it relates to this concept of money? 4 times in the scene
- ▶ 16:53 Ted Seides Really people started paying attention, say, 2017 when Bitcoin price ran up and then later collapsed.
- ▶ 19:02 Ted Seides We know this isn't a cash flowing asset or how you think about Bitcoin in particular in the context of a portfolio. 2 times in the scene
- ▶ 30:05 Ted Seides Have your clients thought about the use of Bitcoin, maybe other cryptocurrencies, in the context of their portfolios?
- ▶ 35:18 Ted Seides You highlighted some of the risks in the earlier years of Bitcoin with the infrastructure in place. 3 times in the scene
- ▶ 43:45 Ted Seides Buying Bitcoin and having to be sensitive to Twitter, it's hard not to raise the alarm bells of what's happened with all the crowdsourcing convexity of these assets, Robinhood and whatnot. 2 times in the scene
- ▶ 52:48 Ted Seides We've talked a lot about what you did in Bitcoin, and without going too much into it, because we'll do that over the next couple of conversations, how do you think about extending that to other, either cryptocurrencies or blockchain assets? 2 times in the scene
Acting Chairman Rostin Behnam – CFTC Regulatory Perspectives on Crypto and Climate (Capital Allocators, EP.178)
- ▶ 26:32 Ted Seides One of the things going on at that time was this sort of massive spike in Bitcoin. 6 times in the scene
Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
- ▶ 33:23 Ted Seides So you go back a couple of years ago, say, 2017, and Bitcoin price is going through the roof, and people are paying attention to it, and all this money got raised in ICOs. 14 times in the scene
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 52:30 Ted Seides So does that flow through the pro arguments for Bitcoin? 3 times in the scene
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 4:39 Ted Seides Most recently riding Bitcoin up starting in 2013, almost all the way down and back up again earlier this year. 2 times in the scene
- ▶ 29:56 Ted Seides So if you go back two years, in 2017, and Bitcoin's having this huge run, there's a couple of long-term theses with decentralization, store of value, all that. 8 times in the scene
- ▶ 41:53 Ted Seides So on the one hand, you get into Bitcoin and think of it as a speculative vehicle. 3 times in the scene
Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
- ▶ 1:08:26 Ted Seides Well, Steven, I really enjoyed the thesis and talking to you about this because it's probably the first time other than the notion of Bitcoin as a digital currency that I actually could understand.
John Pfeffer - Crypto for Institutions (Capital Allocators, EP.54)
- ▶ 4:06 Ted Seides Last fall, I wrote an opinion piece for institutional investors entitled When Will Yale Buy Bitcoin?
- ▶ 26:42 Ted Seides So you start with a 15 minute conversation that leads to small, modest investment in Bitcoin. 6 times in the scene
Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
- ▶ 22:49 Ted Seides Are you getting the Bitcoin question yet? 3 times in the scene
Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
- ▶ 17:11 Ted Seides Well, I own Bitcoin, Margaret.
Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
- ▶ 49:46 Ted Seides How do you think about something new, like Bitcoin and cryptocurrencies?