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The Pomp Podcast

#1358 Jihan Bowes-Little | Bitcoin Volatility Signals Opportunity Says Coinbase Investor

May 8, 2024
48:49
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Jihan Bowes-Little, Co-Founder of Bracket Capital, talks about investing in Coinbase, SpaceX, Stripe, private markets, financialization of venture capital, investing trends, and market liquidity. Discussion includes cross-over investments, Bitcoin volatility, and differences between public and private markets.
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Quick takeaways

  • Investing in Coinbase offers returns by owning equity alongside Bitcoin, emphasizing category-leading companies.
  • Bracket Capital's SpaceX investment focus on innovative revenue models, leveraging SpaceX's diversified streams.

Deep dives

Investing in Category Leading Companies Like Coinbase

Investing in Coinbase exemplifies a strategy of targeting category-leading companies. Coinbase, as a dominant player in the crypto space, provided a great return opportunity through owning equity alongside Bitcoin and Ethereum investments. Early valuation challenges highlighted the uncertainty around its potential, but strategic secondary market share purchases prior to its IPO proved lucrative.

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