EP 24: QED’s Frank Rotman Talks Crypto and Capital One Origins, Plus Redpoint’s Own TikTok Guy Revealed

The Logan Bartlett Show

Lending Cryptocurrency Is Not the Same as Traditional Lending

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Traditional lending is about giving someone capital to day in return for a stream of payments in the future, with some payment frequency associated with it. When you're dealing with over colateralized lending, you're really pledging collateral that you know is liquid. You have the ability to liquidate at any time because of the way the markets are structure. So they're not the same business. Lending a is really about a statistical dling analytics, again, understanding the qartenance of ability to pay, willingness to pay, stability of income.

In the 24th episode of Cartoon Avatars, QED Investors Co-Founder and CIO Frank Rotman joins the crypto debate with Zach, and discusses Capital One’s unique origins and structure with Logan. Plus the “Redpoint TikTok Guy” Rashad Assir is finally revealed in his first appearance on the pod.

(0:00) Intro

(0:44) Introducing Rashad Assir

(3:25) Introducing Frank Rotman

(6:36) History of Capital One

(14:40) Building the infrastructure

(16:25) Starting QED

(18:29) Frank’s Web3 journey

(24:15) Where’s the substance?

(28:37) What in crypto makes the most sense?

(30:48) Lending vs Leverage

(36:55) Crypto in different countries

(45:14) Products are the hard part

(50:24) Noisy data

(52:40) To what extent is this interesting?

(1:00:16) The oracle problem

(1:07:47) Protections of a bank

(1:12:45) Reversibility

(1:17:52) Embedded features

(1:23:13) Mercenaries vs missionaries

(1:27:13) Web3 living up to its name

(1:36:06) Immutable public database

(1:39:09) Outro

Links:

https://www.tiktok.com/@redpoint?lang=en

https://www.tiktok.com/@corporayshid?lang=en

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music Griff Lawson

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About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

Executive Producer: Rashad Assir

Producer: Leah Clapper

Mixing and editing: Justin Hrabovsky

Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

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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.