Onramp Bitcoin Media Efficiency Is Alpha: AI Disruption & the Return to Sound-Money Investing
Jul 1, 2025
In this engaging discussion, Clay Norris, a venture capitalist and Bitcoiner at Outlaw fund, dives into the transformations within capital markets influenced by Bitcoin and AI. He critiques Robinhood’s crypto push and the growing trend of tokenization. The conversation shifts to AI disruption's impact on venture capital strategies and the essential role of sound money principles. Clay emphasizes the importance of adapting investment frameworks to ensure sustainable practices, especially as traditional finance integrates with cryptocurrency.
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Clay Norris's Dual Commitments
- Clay Norris is a venture capitalist who dedicates all his disposable income beyond his fund commitment to Bitcoin.
- He balances his professional work with a side media business to connect with venture ecosystem insiders.
Tokenization Unlocks Asset Access
- Robinhood's crypto push indicates a growing trend of tokenizing private and public assets.
- Tokenization aims to unlock retail investor access to assets typically locked in private markets.
Risks of Tokenized Private Markets
- Financial illiteracy is exploited by tokenized asset platforms, deceiving retail investors.
- Private markets’ opacity and lack of fundamentals lead to speculative and risky investments for most investors.