Ethereum, every mention
42 scenes (2021), the whole family · ← back to Ethereum
tap a year for its mentions
every year 2021 anyone Chris Dixon 30Ted Seides 29Stephen McKeon 15Ben Forman 15Olaf Carlson-Wee 13Michael Liddy 11Seth Ginns 10John Pfeffer 10Mike Novogratz 9Michael Sonnenshein 9
Verbatim, from the transcripts: the passages where Ethereum comes up
Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
- ▶ 49:57 Chas Cocke You know, I don't have to pick whether Ethereum's going to beat Bitcoin.
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
- ▶ 5:30 Michael Liddy So Evanston's history with the space goes back to mid 2017, I'd say, when some of our existing managers, friends of the firm, started coming to us and telling us about Bitcoin and Ethereum and 2 times in the scene
- ▶ 12:12 Tushar Jain But in 2016, Kyle showed me the Ethereum white paper.
- ▶ 19:07 Michael Liddy It sounds like the discovery of Ethereum was really the impetus to start going down the crypto rabbit hole for both you guys. 2 times in the scene
- ▶ 45:26 Kyle Samani The most common kind is what looks like Ethereum or Solana, which is primarily for smart contracts, which really means DeFi. 2 times in the scene
- ▶ 50:52 Michael Liddy I guess, what did you see early in the Solana team and technology that gave you the conviction it would become a serious competitor to Ethereum? 7 times in the scene
- ▶ 55:51 Tushar Jain Whether we're talking about Ethereum, two point O near Polkadot, those are sharded blockchains and they require some meaningful
- ▶ 58:16 Tushar Jain To Ethereum's dial-up.
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 38:18 Jordi Visser I wanted to see Ethereum be a better performer than Bitcoin to show that Bitcoin was, had become real. 3 times in the scene
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 50:19 Barry Sternlicht Should I change to Ethereum?
Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)
- ▶ 36:44 Katie Hall We also have for where it's appropriate, which get, it's a definitely a subset of our clients, small, but I would call index, quasi index positions, Bitcoin, Ethereum,
a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
- ▶ 14:59 Sonal Chokshi I mean, Bitcoin since very early on, Ethereum since very early on, NFT since very early on, and I am honestly confused myself.
- ▶ 31:20 Sonal Chokshi One of the things that came up a lot in the early days of the history of NFTs, starting with CryptoKitties, was the scaling problem and the fact that Ethereum was not ready for that level of excitement yet, and it pushed a lot of solutions… 2 times in the scene
- ▶ 34:55 Jesse Walden And your Bitcoin can be at that address on Ethereum. 3 times in the scene
- ▶ 49:29 Linda Xie And so in Ethereum's case, they're migrating from proof of work to proof of stake, which is 2 times in the scene
Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
- ▶ 6:51 Ted Seides BitW primarily holds Bitcoin and Ethereum today, along with smaller allocations to up-and-comers like DeFi assets.
- ▶ 15:37 Ari Paul By 2017, many owned Ethereum.
- ▶ 21:54 Ted Seides Beta, pretty clearly Bitcoin, maybe a little bit of Bitcoin and Ethereum.
- ▶ 32:22 Ari Paul Can you really understand Ethereum if you don't understand the long tail of assets being built on it and driving its usage?
- ▶ 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. 2 times in the scene
- ▶ 55:09 Ari Paul There's an essay called Ethereum is a dark forest, and it draws this direct analogy between smart contracts and Ethereum and the work of that sci-fi, and it's really well done.
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
- ▶ 6:41 Ted Seides BitW primarily holds Bitcoin and Ethereum today, along with smaller allocations to up-and-comers like DeFi assets.
- ▶ 14:07 Seth Ginns And I started to see a lot of really interesting buzz around Ethereum.
- ▶ 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. 10 times in the scene
- ▶ 24:33 Seth Ginns So NFTs are actually a very specific type of token that right now lives on the Ethereum blockchain.
- ▶ 28:09 Seth Ginns In particular, Jake's a technologist with a quant trading background, and he came across, I'd say, Ethereum and the Ethereum ecosystem really early.
- ▶ 39:47 Seth Ginns Let's say it's a primitive that allows you to build structured products on Ethereum and it doesn't have any activity yet. 2 times in the scene
- ▶ 47:28 Seth Ginns One, I think what's happened with just about everyone I know from traditional finance, you start with Bitcoin and your antennae are up and you start to pick up on, well, there's a lot of exciting stuff happening in DeFi on Ethereum. 2 times in the scene
- ▶ 59:27 Seth Ginns Do we do Bitcoin and ETH in a fixed ratio? 3 times in the scene
Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
- ▶ 6:36 Ted Seides BitW primarily holds Bitcoin and Ethereum today, along with smaller allocations to up-and-comers like DeFi assets.
- ▶ 20:06 Michael Sonnenshein So Ethereum Classic is the original Ethereum after there was a split in the Ethereum community between Ethereum and Ethereum Classic after the DAO hack. 4 times in the scene
- ▶ 23:15 Ted Seides So why don't we start with Ethereum? 6 times in the scene
- ▶ 27:43 Michael Sonnenshein That product is a market cap weighted basket of Bitcoin, Ethereum, Litecoin, and Bitcoin cash.
- ▶ 30:44 Michael Sonnenshein One is called Valuing Bitcoin, and the other is called Valuing Ethereum.
- ▶ 36:31 Michael Sonnenshein These are some of, if not the only digital asset-based securities out there, and so investors looking to allocate don't have many options of how to get Bitcoin or Ethereum exposure alongside Apple and Google and the other assets they own,…
- ▶ 38:22 Michael Sonnenshein One was the emergence of the Ethereum-only or Ethereum-first investor, which was just really interesting. 2 times in the scene
Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
- ▶ 7:16 Ted Seides BitW primarily holds Bitcoin and Ethereum today, along with smaller allocations to up-and-comers like DeFi assets.
- ▶ 55:37 Eric Peters So the most important thing we could do is get beta exposure to I think Bitcoin and Ethereum, which is not to say that there aren't other interesting assets.
Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
- ▶ 34:05 Chris Dixon A very, very important thing happened in 2000 fifteen-ish, which was the invention of Ethereum. 12 times in the scene
- ▶ 41:56 Chris Dixon It's just this autonomous code that just runs all day and runs on the Ethereum blockchain.
- ▶ 51:33 unnamed speaker Five years of, since the start of Ethereum, people have kind of converged on a few different token models, the Ethereum resource token. 2 times in the scene