I’m really excited to have special guest Tushar Jain on the pod. He’s the co-founder and managing partner of Multicoin. We talk about the current crypto market, what it was like in the 2018/19 bear market, and what we can expect with crypto/web3 on a 2 to 5 year time horizon. We discuss The Graph, Helium, and Render. We’re still at the beginning with crypto, which means volatility is here now, but the future is out there; we’ve been in a blackberry moment, web3’s iPhone moment is coming. This tech bear market we’re in right now may be the catalyst that gets people focused on the next big thing.
Guest - Tushar Jain, Co-Founder and Managing Partner of Multicoin
howardlindzon.com, multicoin.capital
Twitter: @howardlindzon, @PanicwFriends, @TusharJain_, @multicoincap, @knutjensen
linkedin.com/in/tjain251
#fintech #invest #investment #venturecapital #stockmarket #finance
Show Notes:
- (00:37) - Intro
- (02:21) - Schmuck insurance
- (05:30) - Accelerating the adoption of sovereign software
- (07:28) - Ethereum - First big aha moment
- (10:02) - Starting an investment firm
- (14:41) - Timing crypto tops and bottoms
- (16:58) - Betting on The Graph
- (24:55) - Defining web3
- (25:28) - Censorship resistant, neutral, permissionless
- (25:44) - No toll, no excess rents
- (27:12) - Your private key is the most important thing
- (29:37) - The Helium business model for deploying networks
- (40:04) - Everyone's trying to build the smartphone equivalent of web3
- (40:35) - A clear vision for crypto
- (43:24) - Excited about UXD
- (44:56) - Semiconductors, Mining, and Compute
- (47:00) - Closing thoughts
