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Some Thoughts On The Pandemic

When I go back and read my Jan 1st post on what would happen in the 2020s , I am reminded how hard it is to predict the future. The Covid Pandemic changed everything in 2020 and likely for years [...]  Read more

Starting At The Start

A reader emailed me yesterday and I replied: Hi Fred, do you have any suggestion for good primers/book explaining cryptocurrencies a bit better to the inexperienced and uninitiated? i would start at the start https://bitcoin.org/bitcoin.pdf The Bitcoin Whitepaper , originally published [...]  Read more

Bitcoin – The Gateway Drug

The first crypto asset most people purchase is Bitcoin. It has the highest market capitalization. It has way more search interest. But Bitcoin is not all there is to the crypto sector. There is about $160bn of market value in [...]  Read more

Funding Friday: Lifted

AVC regular Charlie Crystle told me that his neighbors are doing a fun Kickstarter. So I went and watched the video (here for email readers ): The video is only 30 seconds and it sold me instantly. I backed it [...]  Read more

Educating Electeds

A number of members of Congress sent a letter to the Office of Comptroller of the Currency (OCC) on Tuesday. I have embedded it below but readers via email may need to click here to read it. Letter to the [...]  Read more

The Star Pupils

I was looking at the numbers on an early-stage VC fund that the Gotham Gal and I are invested in. I am not very familiar with the portfolio but this fund was formed in 2012. There are 24 names (investments) [...]  Read more

The Covid Rotation

Yesterday morning we got the news that Pfizer’s mRNA Covid vaccine developed in partnership with BioNTech saw 90% efficacy in phase three clinical trials. While this is terrific news, Wall Street saw it as bad news for companies that are [...]  Read more

Some Good News

There has been a fair bit of good news in the last 48 hours. Here is some more. I logged onto Twitter just now and saw this tweet from my colleague Matt : Starting this week with as many open [...]  Read more