Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)
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Show Notes
Jack interviews Mark Yusko of Morgan Creek Capital at Blockworks’ Permissionless event in Austin. Filmed on September 12, 2023.
Follow Mark Yusko on Twitter https://twitter.com/MarkYusko
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
Timecodes:
(00:00) Introduction
(00:29) Macro Doesn't Matter For Crypto
(05:24) 4 Main Factors That Affect Venture Capital (VC) Returns
(13:59) Metcalfe's Law As A Valuation Framework
(17:21) Mark Yusko: "I Am Not A Bitcoin Maximalist"
(20:44) Mark Yusko: "I Am A Big China Bull"