Dan Tapiero on Growth Investing in 2023 (EP.418)
On The Brink with Castle Island
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The Future of Cryptocurrency
I don't think you have enough companies yet in the ecosystem. There aren't even enough custodians. If every global custodian had to offer just Bitcoin custody right now, they'd all be screwed. And again, we passed on over 100 deals. Can't invest in something at 30, 50, 80 times revenue. Just can't do it. 65% of our portfolio is outside the US. I love the US. We'd love to have more exposure there. But the reality is, there are a lot of smart people who aren't in the US.
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