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Exploring the Current State of FinTech and Crypto Markets
This chapter analyzes the mindset of VCs towards FinTech companies post-COVID, explores the performance of Bitcoin compared to gold, and discusses recent events involving SPF, XTX, and FTX. It also highlights the financial challenges facing Coinbase amid the introduction of spot Bitcoin ETFs and the shift towards market aggregation infrastructure. The conversation expands to discuss the significance of cloud infrastructure and servers in the tech industry's future, particularly focusing on Google's role and recent AI advancements.