Bewtd is a risk asset right now, and 70, 80 % of the holders are holding it from like a speculation stamp point. If the speculation use case goes away, and it just becomes digital gold as the only use case? Why is it not two dollars? Ye, a great question. You're going down. The thing i ask myself day when you go into a space where you're not using discounted cashfols like, what is the price of an asset? I imagine your former co workers had fidelity.
(00:00:00) Intro with Zach Weinberg
(00:02:22) Public Market Bloodbath
(00:07:10) Distribution of Risk
(00:12:56) Update on SoftBank and Tiger
(00:28:30) Eric Golden joins the pod to talk Luna
(00:30:04) What happened in the market this week?
(00:40:55) What is Luna?
(00:53:21) Why is this pulling down Bitcoin as well?
🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow
About the Show
Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.
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