Writing his college thesis on Bitcoin in 2012 and becoming Coinbase’s first employee in 2013, Olaf Carlson-Wee has been at the forefront of cryptocurrency for many years. Recently, he left Coinbase to start Polychain Capital, a hedge fund focused solely on investing in cryptocurrencies and protocol tokens. Olaf joined us to discuss his journey in the industry and the investment thesis behing Polychain.

Topics covered in this episode:

How Olaf Carlson-Wee became Coinbase’s first employee
The investment thesis behind Polychain Capital
Why protocol tokens represent a huge investment opportunity
The current state of tokensales
Why the blockchain crowdfunding campaigns will start resembling VC deal structure
His view on the state of the Bitcoin network and community

Episode links:

This episode is hosted by Brian Fabian Crain and Sébastien Couture. Show notes and listening options: epicenter.tv/173

Olaf Carlson-Wee: Polychain Capital – The Rise of Protocol Tokens