“Early liquidity was the bug and not the feature of crypto. People got rich too quickly and they stopped building things.”
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More from Ramtin Naimi
Opinion
Naimi: 1990s and 2000s white male artists are currently a prime buying opportunity
“A lot of the people who were very iconic in the nineties and the 2000 happened to be white male artists who are currently out of favor in the art world. And there's not a lot of demand for their work, but it's a really good buying opportunity for those artists…”
Ramtin NaimiJul 29, 2025▶ 10:25How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley · Invest Like The Best
Opinion
Naimi: Seed funds claiming proprietary deal flow are delusional
“What became obvious to me was that seed funds that claimed they had proprietary deal flow were mostly kidding themselves, they're a little delusional, and it's hard to believe that a seed firm that has two or three people have more coverage at early stage than…”
Ramtin NaimiJul 29, 2025▶ 28:24How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley · Invest Like The Best
Insight
Naimi: Elite VCs take every deal intro; struggling VCs claim lacking bandwidth
“The VCs who I believe are the most successful VCs and have had the most, you know, storied careers tend to be the people that take every single introduction I send them, and then the VCs who are still building their careers and I send them deals are like, oh, …”
Ramtin NaimiJul 29, 2025▶ 55:30How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley · Invest Like The Best
Insight
Naimi: Artworks bottom in value at 20 years before surging at 30-40 years
“If you look at all the data in the art world, it tends to work like this cycle continuously where things that were iconic 20 years ago tend to be undervalued 20 years later, then get very highly valued 30 to 40 years later.”
Ramtin NaimiJul 29, 2025▶ 10:03How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley · Invest Like The Best
AssertionNot checkable as stated
Naimi: Top art galleries offer million-dollar signing bonuses to poach artists
“We'll do a better commission split with you. You know, like, it's not fifty-fifty with us. We'll, we'll go sixty-forty. We'll go seventy-thirty. You want a signing bonus? Here's a million dollars cash up front. Like, go with us. Don't go with them. It's very c…”
Ramtin NaimiJul 29, 2025▶ 20:35How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley · Invest Like The Best
AssertionPartly supported
Naimi: Dedicated seed funds rarely lead power-law rounds, excluding Uber and Roblox
“And what I'd realized over time was that if you eliminate Uber and Roblox from the equation whose seed rounds were led by first round capital, it's close to impossible to identify power law companies in which the seed round was led by a seed stage venture capi…”
Ramtin NaimiJul 29, 2025▶ 27:31How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley · Invest Like The Best
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