#053 Rolling Fun #4: Q4 Portfolio Recap, Crypto Long-view, Uncapped Notes, and Fund Growth

1

Introduction

00:00 • 4min

2

Crypto Has Imploded, Don't You Think?

04:09 • 2min

3

Is This the Dot Com Bust Moment of Cryptocurrency?

06:39 • 3min

4

What's Your Like Before You Invest?

09:40 • 1min

5

Do I Want to Be a Part of This Great Story?

11:09 • 4min

6

Blockchain and Crypto

14:51 • 3min

7

What's the Debrief on Cryptocurrency?

17:57 • 3min

8

The Sandwich Feed Is on Fire.

21:25 • 2min

9

The Q4 Portfolio Updates

22:59 • 3min

10

Is Version Control Really a Great Tool for Podcast Production?

26:23 • 2min

11

Is There a Midwest Access Fund?

28:06 • 2min

12

Is That the Next 100 X Candidate?

30:05 • 2min

13

Is That a Great Idea for Hardware Engineers?

31:45 • 2min

14

LP Referrals - I Love the Referral

33:23 • 2min

15

LP Referrals - You've Got a Pear Tree?

35:00 • 4min

16

Is This Really a Venture Capital Fund?

39:10 • 5min

17

We're a Global Fund

44:09 • 3min

18

I'm Not Dead Sorry You Can Call Me

46:58 • 2min

19

Investing in Cryptocurrencies Is a Very Early Stage Investment

48:30 • 2min

20

How to Write Good Investor Updates

50:25 • 2min

21

Bread and What's Ecology

52:38 • 2min

22

Second Hand Moist Maker

54:13 • 2min

23

Glyph Glyph

56:02 • 2min

24

iCUT Is a Robotic Cutter and It's a Great Product to Be on Shelves in 12 Months or So.

58:19 • 2min

25

Twitter and Elon Bow

01:00:11 • 2min

26

Twitter Ad Sucks So Bad Yeah Yeah Yeah I Hope So

01:02:31 • 3min

27

Investing in an Uncapped Convertible Note

01:05:24 • 2min

28

What's the Cap on a Convertible Note?

01:07:14 • 3min

29

Investing in Uncapped Notes Is Not a Good Idea

01:09:53 • 3min

30

Is There a Cap on Uncapped Notes?

01:13:11 • 2min

31

Early Stage Investing

01:14:46 • 2min

32

Investing in a Price Round

01:16:35 • 3min

33

Uncapped Convertible Notes

01:20:04 • 2min

34

How to Write a Check and Get a 10 Million Dollar Valuation and You Know It Goes Like a Billion

01:21:51 • 2min

35

The 100 X Rule Is a Hit Through the Right Business When Things Are Moving Fast

01:24:12 • 4min

36

Getting a Price to Go and Raising the Round

01:28:02 • 2min

37

I'll Give You a Shot but I Think It Makes Sense

01:29:45 • 2min

38

We're a Fund of Funds Now We Do Have a Deck

01:31:40 • 4min

39

Rolling Funds Continue to Impress and Astonish

01:35:54 • 4min