

Joey Krug: Predicting Augur’s Future and Pantera’s Investment Thesis
Sep 24, 2019
Joey Krug, co-founder of Augur and Co-CIO of Pantera, discusses Augur's future including capabilities and upgrades. They also explore Pantera's investment thesis and process, focusing on team passion, market size, and exponential growth potential. They delve into factors contributing to early project failure and highlight the importance of good corporate culture and execution. The chapter also discusses investment strategies beyond Bitcoin and the tipping point for Ethereum.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Augur's Potential for Global Prediction Markets
02:40 • 26min
Investment Thesis and Process at Pantera
28:50 • 7min
Changes in Investment Thesis
35:28 • 7min
Factors Contributing to Early Stage Project Failure
42:20 • 2min
Investment Strategies and the Future Beyond Bitcoin
44:40 • 4min
Predicting the Future of Bitcoin and the Tipping Point for Ethereum
48:35 • 3min