074 - The Big Picture II: Why Top VCs Are All-In on the Future of Sound Money

In this episode, we dive into the key themes shaping Bitcoin Venture Capital, based on exclusive interviews with partners from leading Bitcoin-focused venture funds: Ten31, Early Riders, Ego Death, Timechain, Cantilever, and Epoch. The episode explores six major "big picture" themes driving their investment strategies and the future of Bitcoin.

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⚡ Get personalized onboarding at River for Bitcoin-only financial services: https://partner.river.com/buildwithbitcoin
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Guests Featured
Nico Lechuga (Ego Death Capital)
Andi Pitt (Ego Death Capital)
Alex Mann (Timechain/Concentric)
Brian Cubellis and Brad Myers (Early Riders)
Marty Bent (Ten31)
Eric Yakes (Epoch)
Brendan Quinn and Jon Frisch (Cantilever)

Chapters
00:00 Reinventing Venture Capital with Bitcoin
01:41 Capital Misallocation
03:49 Bitcoin as a Hurdle Rate in Business Building
06:20 The Anti-Tokenization Stance of Bitcoin VC
08:02 Investing in Bitcoin Infrastructure
09:40 Global Opportunities in Bitcoin Investment
12:24 Entrepreneurial Quality in Bitcoin Ventures
13:45 Conclusion

References
https://www.buildwithbitcoin.xyz/
https://x.com/BuildwBitcoin
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❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional.