Artwork

Epicenter Media and Epicenter Media Ltd.에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Epicenter Media and Epicenter Media Ltd. 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Ali Yahya: Andreessen Horowitz – A16z Crypto Investment Thesis

1:12:50
 
공유
 

Manage episode 362350537 series 2542482
Epicenter Media and Epicenter Media Ltd.에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Epicenter Media and Epicenter Media Ltd. 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

When it comes to top-tier VCs, very few equal Andreessen Horowitz' (a16z) impressive portfolio, which stretches over both Web2 and Web3. Their crypto venture arm includes investments in most industry verticals, from infrastructure projects to NFTs and blockchain gaming. Constructing such a solid investment thesis requires conviction in the long-term prospects of the industry, as well as an influential network.

We were joined by Ali Yahya, GP at Andreessen Horowitz, to discuss about a16z structure, operations and investment thesis, as well as the broader crypto landscape and value proposition.

Topics covered in this episode:

  • Ali’s background
  • Why Google didn’t embrace crypto
  • a16z’s team structure
  • The role of a GP in a VC
  • a16z’s thesis when it comes to crypto investing
  • Which crypto niches Ali is most bullish on
  • Governance vs. platform risk
  • Valuation-based investments
  • Protocol revenue and monetary premium for L1s
  • Token vs. Equity
  • How to prevent banking crisis contagion for crypto projects

Episode links:

This episode is hosted by Sebastien Couture & Meher Roy. Show notes and listening options: epicenter.tv/494

  continue reading

573 에피소드

Artwork
icon공유
 
Manage episode 362350537 series 2542482
Epicenter Media and Epicenter Media Ltd.에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Epicenter Media and Epicenter Media Ltd. 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

When it comes to top-tier VCs, very few equal Andreessen Horowitz' (a16z) impressive portfolio, which stretches over both Web2 and Web3. Their crypto venture arm includes investments in most industry verticals, from infrastructure projects to NFTs and blockchain gaming. Constructing such a solid investment thesis requires conviction in the long-term prospects of the industry, as well as an influential network.

We were joined by Ali Yahya, GP at Andreessen Horowitz, to discuss about a16z structure, operations and investment thesis, as well as the broader crypto landscape and value proposition.

Topics covered in this episode:

  • Ali’s background
  • Why Google didn’t embrace crypto
  • a16z’s team structure
  • The role of a GP in a VC
  • a16z’s thesis when it comes to crypto investing
  • Which crypto niches Ali is most bullish on
  • Governance vs. platform risk
  • Valuation-based investments
  • Protocol revenue and monetary premium for L1s
  • Token vs. Equity
  • How to prevent banking crisis contagion for crypto projects

Episode links:

This episode is hosted by Sebastien Couture & Meher Roy. Show notes and listening options: epicenter.tv/494

  continue reading

573 에피소드

所有剧集

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드