I’m joined by Garry Tan, co-founder of Initialized Capital. Previously he was a co-founder of Posterous and Posthaven, and a partner at YCombinator.

Garry Tan on Twitter, https://twitter.com/garrytan

https://www.youtube.com/user/rantfoil

Garry Tan interview of Brian Armstrong Coinbase CEO, https://www.youtube.com/watch?v=UpbGbKQsTjc

Timestamps:

00:00 - Introduction

00:39 - Why YouTube?

3:07 - Coinbase investment bull thesis, growth of DeFi, decentralized autonomous organizations

12:05 - Bitcoin & Ethereum competitive advantage, Solana

17:57 - Hacker News bias

21:20 - Unique breed of crypto developers

23:30 - Ethereum to $10,000?

24:22 - How to value Ethereum?

26:35 - Ethereum killers? ADA, Polkadot, Solana, Tezos, Dfinity/ICP

28:15 - Great Twitter and YouTube accounts

29:10 - Why continue to invest?

34:43 - How much capital do you manage?

35:30 - Role of geography in investing success

38:25 - Key insight in investing

44:25 - How to pick the winners before product-market fit?

49:30 - Expectations on returns

51:30 - Conclusion

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