Good one this week. Venture is in an odd place, but some things are working incredibly well despite the bad vibes
NEW POD We Cover: – Venture mandate debate – $NET's new agent wallets – $CRCL earnings – $WU's pivot onchain – Suddam Hussein Patek Philippe & more! @JasonYanowitz @santiagoroel @HadickM TIMESTAMPS: 00:00 Intro 04:05 Crypto Venture Expands Beyond Crypto 09:20 Can Crypto Funds Go Generalist? 16:06 The Hidden Cost Of Dilution 22:43 Crypto Venture Enters Hard Mode 28:39 Ads (Peaq) 29:25 Cloudflare Bets On Agent Wallets 41:04 Is Circle Stock Mispriced? 53:04 Western Union Goes Onchain 01:02:13 Watches And Content Picks 01:09:01 Amazon Discovery Rewrites History 01:11:29 DAS Asia And London Preview
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