Valuation, Exponential Growth, and Bitcoin Subgroups

Jack interviews Mark Yusko of Morgan Creek Capital at Blockworks’ Permissionless event in Austin. Filmed on September 12, 2023.

Follow Mark Yusko on Twitter https://twitter.com/MarkYusko

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

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Follow Blockworks on Twitter https://twitter.com/Blockworks_

Timecodes:

(00:00) Introduction

(00:29) Macro Doesn't Matter For Crypto

(05:24) 4 Main Factors That Affect Venture Capital (VC) Returns

(13:59) Metcalfe's Law As A Valuation Framework

(17:21) Mark Yusko: "I Am Not A Bitcoin Maximalist"

(20:44) Mark Yusko: "I Am A Big China Bull"