The way i think about it is crypto is the furthest out the risk curve. And so there's a lot of prospects for how crypto could decorrelate from traditional assets and act differently, but i just think that will come with maturity. Right now, risk assets are getting hit hard. High tex stocks ar down. You know, the riskier assets are down. And bit coin can act as a proxy. If you're nervous about earnings going into friday night or opening on monday, you can position yourself using bit coin. So it's just a natural risk asset right now. It also deserves to be a risk asset because it is an emerging technology. I know people are
(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?
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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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