How I Invest with David Weisburd E174: The State of Venture Capital in 2025: Insights from a $1.8B AUM Chairman and Co-Founder
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Jun 13, 2025 In this engaging discussion, Arjun Sethi, Co-Founder and Chairman of Tribe Capital and Co-CEO of Kraken, delves into the future of venture capital and crypto. He shares insights on investing in "N-of-1" companies and the critical differences that set them apart from market leaders. Arjun also discusses how traditional funding stages are evolving, the impact of tokenized equities on capital markets, and his bold predictions for humanoid robotics in defense. His unique perspective on using data-driven strategies reshapes the investment landscape.
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Kraken's Trading Niche
- Kraken focuses on serving professional and day traders, a typically overlooked segment in crypto exchanges.
- It offers products like terminals, APIs, and SDKs tailored for active traders, differentiating it from competitors like Coinbase and Binance.
Data-Driven Venture Framework
- Tribe Capital uses a data-driven approach leveraging leading and lagging indicators to understand company success.
- They benchmark thousands of companies to identify what metrics and features truly drive growth and product-market fit.
Power of N-of-1 Firms
- "N-of-1" companies are inherently monopolistic and deeply embedded in their market's workflow.
- These companies grow by becoming indispensable, unlike market leaders who face competitive pressure and margin erosion.