These are clearly speculative assets. There is no cash flow. This is more of what i would think of as your art portfolio, wine, watches, lux goods. And the adoption of bit coin is, it's a very interesting thought experiment to think about a global currency with limited units that people might put on their balance sheet as a stable source. But in the short term, you can have definite speculative boom and bust. I consider this all wildly speculative, but i also find it very exciting. The reason whya i probably switch between technology and asset is, to me, this is a very speculative market that i want to learn about.
(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?
🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow
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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