supercuts / crypto-before-ftx
Crypto, before FTX fell
Everything said about crypto and Bitcoin before November 8, 2022. · 20 clips, 6 minutes, hands free.
0:00 / 0:12exact quote · 12.0s
1/20Novogratz: Bitcoin and major currencies will trade on the same broker desks within five years
Mike Novogratz · 2019Didn’t hold upfull source →
1Novogratz: Bitcoin and major currencies will trade on the same broker desks within five yearsMike Novogratz · 12sDidn’t hold up
2Drogen: Liquid crypto token quality is worse than dot-com bubble equitiesLeigh Drogen · 19s
3Anchorage Digital holds the exact same federal OCC charter as JPMorgan ChaseDiogo Monica · 21sPartly supported
4Dixon: a16z Crypto just raised a $4.5 billion fundChris Dixon · 3s
5Sonnenshein: Bitcoin is the worst mechanism for illicit activityMichael Sonnenshein · 56s
6Dixon: a16z Crypto funds have 10 to 15-year lifecyclesChris Dixon · 2s
7Jain: Multicoin Capital does not trade Bitcoin short-termTushar Jain · 11s
8Pfeffer compares crypto diversification to playing slots on the way to poker.John Pfeffer · 21s
9Novogratz: Bitcoin is finished as a project and serves as digital goldMike Novogratz · 6s
10Novogratz: Only offshore crypto exchanges with loose KYC are making real moneyMike Novogratz · 16s
11Samani: Fundamental long-term crypto investors should reject mean reversion on principleKyle Samani · 6s
12Drobny: 14 years in, crypto lacks any use case beyond speculationSteve Drobny · 21s
13Drogen: Bitcoin is an investable global digital religion and Ponzi schemeLeigh Drogen · 19s
14Drogen: Anyone claiming to know which crypto tech wins is lyingLeigh Drogen · 15s
15Drogen: Bitcoin will not become a global reserve currency or inflation hedgeLeigh Drogen · 18s
16Dixon: a16z owns less than 5% of most Web3 networksChris Dixon · 6s
17Hamed in 2018: Inexperienced crypto managers will face redemption runsAli Hamed · 10s
18Pfeffer argues Bitcoin entry price is immaterial due to its binary payoff.John Pfeffer · 20s
19Pfeffer predicts software agents will manage utility tokens, hiding them from consumers.John Pfeffer · 25s
20Novogratz: Web3 protocols are 2 to 4 years away from real usabilityMike Novogratz · 32s