Earlier this year, I was invited to present at the February investor meeting of Baylor University's angel investor network.
My goal?
To de-mystify crypto.
To share why I believe in it, and the version of the future it can help create.
To share why I chose to go all in and start a crypto fund.
To share why you should care as well.
This is my best attempt at de-mystifying crypto, why it matters, and why I believe so strongly in it.
Chapters
(00:00) Introduction
(02:54) What innovation actually looks like
(04:17) The journey from luddite to starting a crypto fund
(05:19) Crypto's opportunity
(05:57) Crypto invites us to re-think how the world works
(06:39) Why am I here?
(07:10) Why does crypto matter?
(08:16) The evolution of the internet
(09:26) Web3
(11:45) What can crypto do that the internet can't?
(15:18) Crypto's future
(16:47) Why does crypto matter to early stage investors?
(18:03) From infrastructure to applications
(18:47) Crypto re-shapes liquidity
(22:42) Where are we now?
(23:51) Where are we going?
(25:18) Q&A: quantum computing
(26:34) Q&A: AI x crypto
(29:54) Q&A: stablecoins & broader regulation
(34:13) Q&A: Bitcoin mining & security
(36:03) Q&A: blockchain technology's utility beyond currency
(38:26) Q&A: blockchain security
(43:01) Q&A: why hasn't crypto been adopted more broadly yet?
(47:03) Q&A: what do I invest in at Comma Partners?
(48:23) Q&A: how to think about value in crypto?
Until next time,
Devin