Bitcoin, every mention
56 scenes (2022), the whole family · ← back to Bitcoin
tap a year for its mentions
every year 2022 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
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 39:25 Louis-Vincent Gave I'm the guy who buys Bitcoin at three dollars and sells it at six, thinking sucker to the next guy as I sell it on.
Ted Seides – Insights on investing and podcasting (Capital Allocators, EP.269)
- ▶ 37:24 Hayden Brain Maybe not for cryptocurrency or Bitcoin in particular, but just digital assets in general. 3 times in the scene
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 11:53 Avichal Garg For us now, having been building Electric for four years, having been investing in the space personally for six or seven years, if you count our Bitcoin investments, 10 years plus, people are starting to say, okay, well, maybe there's…
- ▶ 13:46 Avichal Garg I look at things like how many young people believe in Bitcoin? 2 times in the scene
- ▶ 27:55 Avichal Garg And all the way on the far right would be Bitcoin and Ethereum.
- ▶ 46:05 Avichal Garg We tend to think Bitcoin and Ethereum will be really big. 2 times in the scene
- ▶ 51:43 Avichal Garg The Uber or Lyft example is kind of like the Bitcoin ETH example, which is, you're not buying a particular Bitcoin, you just want to buy some Bitcoin. 2 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.
- ▶ 59:01 Ashvin Chhabra And the second is crypto, Bitcoin. 3 times in the scene
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…
- ▶ 7:18 Diogo Monica And so I was doing consulting on my free time while at Talker, and there was a fund that reached out to me that had lost the passphrase to a 1.5 million dollar Bitcoin wallet and offered me 20% if I could break into it.
- ▶ 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
- ▶ 13:19 Diogo Monica Owning the private key of Bitcoin is ultimately owning the ability to own the asset and settle the asset. 4 times in the scene
- ▶ 16:14 Diogo Monica And I have a very hard time answering questions while not trying to be too technical, but at the most fundamental level in core, think about Bitcoin and other crypto assets 3 times in the scene
- ▶ 29:38 Diogo Monica And then after that, clients started coming to us and said, hey, Bitcoin is proof of work, but there's all these new networks that do this thing called proof of stake in which if we don't do something actively, we're actually being diluted…
- ▶ 42:18 Diogo Monica So Bitcoin is completely different from Ethereum, that is completely different from Solana, that is completely different from Flow. 2 times in the scene
- ▶ 45:38 Diogo Monica So if you have a wallet on crypto.com, and you have a bunch of Bitcoin and a bunch of USDC and stablecoins, and you swipe a card to buy a coffee, wouldn't it be great if you could pay for that coffee with the crypto on your wallet?
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…
- ▶ 5:41 Olaf Carlson-Wee It was the summer of 2011, and I read a Gawker article about Silk Road, and it mentioned Bitcoin as being the catalyzing technology that made that possible. 4 times in the scene
- ▶ 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
- ▶ 15:42 Olaf Carlson-Wee It's not unique to Coinbase per se, but Bitcoin is a particularly nice target because of course, once you get it, relatively speaking, you can sort of just vanish with it.
- ▶ 17:43 Olaf Carlson-Wee They wanted to buy more Bitcoin. 7 times in the scene
- ▶ 26:48 Olaf Carlson-Wee So the way Bitcoin hashing leads to a block reward, it's basically what other types of behaviors could you coordinate people around using like a protocol block reward type system. 2 times in the scene
- ▶ 30:49 Olaf Carlson-Wee And for the capital, you also have instant grassroots bottom-up coordination of the engineering instead of this top-down, like, oh, we have to interview people, and it's terribly inefficient, relative to, say, the bottom-up market-based… 3 times in the scene
- ▶ 41:18 Olaf Carlson-Wee For example, Ethereum has substantially more use than Bitcoin on an on-chain kind of way. 2 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?
- ▶ 43:53 Olaf Carlson-Wee This is, okay, we want to move from Bitcoin to ETH. 3 times in the scene
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
- ▶ 9:24 Ben Forman And he had some of his coworkers over for dinner, and they were talking about Bitcoin. 6 times in the scene
- ▶ 32:26 Ben Forman There are things like Bitcoin, which are stores of value. 2 times in the scene
- ▶ 1:10:28 Ben Forman People kind of wrote off Bitcoin and crypto at large. 2 times in the scene
- ▶ 1:12:47 Ben Forman I remember when I learned about Bitcoin, I was immediately dismissive. 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.
- ▶ 56:01 Stephen McKeon What is Bitcoin? 2 times in the scene
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
- ▶ 5:45 Marcos Veremis Number one, clients had started noticing what's going on with Bitcoin and Ethereum and the price appreciation and so on, so they were asking questions about it. 4 times in the scene
- ▶ 13:09 Marcos Veremis There are some who during the years have said, should I put Bitcoin in my real assets allocation, or should I put some of this stuff in the hedge fund bucket?
- ▶ 25:16 unnamed speaker There's direct exposure through Bitcoin, ETH, large cap DeFi, etc. 2 times in the scene
- ▶ 38:34 Marcos Veremis Bitcoin is one thing. 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)
- ▶ 23:05 Leigh Drogen So back in 2013, I got interested in Bitcoin. 5 times in the scene
- ▶ 25:21 Ted Seides So where did you take it from owning some Bitcoin to Starkiller today? 3 times in the scene
- ▶ 34:24 Leigh Drogen We look at them on a couple of different time horizons, and we're really looking at the top handful of assets, because this entire market is still incredibly highly correlated to Bitcoin and Ethereum. 2 times in the scene
- ▶ 43:36 Leigh Drogen And what usually happens is we'll hedge with some super liquid assets that we can do very cheaply, specifically perpetual futures contracts in Ethereum, Bitcoin, and a couple others.
- ▶ 52:38 Leigh Drogen And that is, it's not how Bitcoin started, but it is the thing that launched Bitcoin for sure. 2 times in the scene
Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- ▶ 29:10 Billy Libby I'm like, if NFTs and Bitcoin works, I want to be the equity of that.
- ▶ 40:24 unnamed speaker He's getting effectively paid to take the natural gas and he's powering these on-prem data centers to mine Bitcoin. 3 times in the scene
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 26:48 Louis-Vincent Gave 3040, fifty million bucks in gold bars, and that you probably had 30, 40, fifty million bucks in bitcoins on a USB key somewhere. 3 times in the scene
- ▶ 30:48 Louis-Vincent Gave And you saw this very clearly this past summer, when China had to shut down steel mills, shut down naval shipyards, ban Bitcoin, all of which because it was too energy intensive and China didn't have enough energy.
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 34:38 James Aitken Now, the other thing, just on crypto, that I'm wondering about, as the popularity of Bitcoin and Ethereum has gained, unsurprising the number of participants has exploded.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 41:08 Josh Wolfe Everybody will say, well, you know, I don't know about Bitcoin or Ethereum, but I know about blockchain. 5 times in the scene
Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235)
- ▶ 50:55 Joelle Kayden And I teased the team that somehow or another our success seemed correlated to the rise in the price of Bitcoin when it went from 5000 to 60,000.
Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
- ▶ 40:02 Sean O'Sullivan Actually, we backed the leading Bitcoin futures trading company through our China Accelerator program.