Episode Details
| Title | Ep 18 - On The Evolution of VC in Web3 |
|---|---|
| Date | 8/20/2024 |
| Podcast | Decentralised.co ↗ |
Key Insights
Bullish:
- 🟢 $ETH - Tomasz Tunguz (Theory Ventures) notes Ethereum's significant value and its impressive free cash flow production.
- “Ethereum is worth 7 Snowflakes put together. And in q one, it produced 400,000,000 in free cash flow, which on a dollars basis made it the single largest producer of free cash flow of any publicly traded software company in the world.” - Tomasz (0:00)
- “I love running this analysis, which is comparing Ethereum as a business to Mongo... Ethereum is worth 7 Snowflakes put together.” - Tomasz (0:00)
- 🟢 $USDC - 🔒
- 🟢 $ALLIUM - 🔒
- 🟢 $HELIUM - 🔒
- 🟢 $DATA - 🔒
- 🟢 $INFRA - 🔒
Bearish:
- 🔻 $CRYPTOAI - 🔒