Who is on this subjectordered by the date of their first quote here
2 of 3 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 17 Apr 2021 — a date, and nothing else. It is not a claim about who reached a view first.
-
Brad Gerstner
2
thin
17 Apr 2021 – 20 Jun 2025
+0 d
-
Bill Gurley
11
25 Aug 2021 – 27 Feb 2026
+130 d
- Paul Atkins 2 thin
The chronologysourced and dated, oldest first
-
-
Brad Gerstner
Gerstner recounts passing on 21.co deal with Andreessen when Bitcoin was at $1,100 in 2014.
“So we're looking at a deal with, Andreessen, because I thought Balaji was one of the smartest people in the space. The company was called twenty one dot co.”
-
Bill Gurley
Gurley reveals he took a personal Ethereum position after studying crypto, citing developer pragmatism over Bitcoin
“I was swayed by the arguments of the Ethereum crowd. And so if our and and and I've taken I've taken a personal position, not something at benchmark.”
-
Bill Gurley
Gurley reveals personal position in Ethereum after studying crypto, says Ethereum crowd more pragmatic than Bitcoin.
“We are in chain analysis, which you referenced. And I'm swayed by the Ethereum crowd. The parties that are involved there seem to be way more pragmatic.”
-
Bill Gurley
Gurley says tokenization's intersection with marketplace and UGC companies is remarkably nuanced and tricky.
“There's a ton of people that are thinking about tokenization and how that intersects with a marketplace company or a UGC company and a game company.”
-
Bill Gurley
Gurley argues tokenization with appreciating currency can provide massive advantage for marketplace bootstrapping through incentive structures.
“And so if you build the right incentive structure around your tokenization, that could be a massive advantage to an on ramp, especially if you're able to get your currency to appreciate over time.”
-
Bill Gurley
Gurley questions whether tokens have value without the ability to rake the system, citing Uniswap DAO.
“It's interesting to me. I've been spending a lot of time trying to go deeper on crypto, and I think there's a fascinating question about whether or not a token will have value if it doesn't have the ability to eventually rake a system that it's involved in. And one of the great examples out there is the Uniswap DAO”
-
Bill Gurley
Gurley argues governance tokens without economic rights would be worth a small fraction of tokens with revenue capture.
“And everything from my history of studying finance and economics would say that if you declared you'd never rake the system governance token, simply the right to kind of control a group or community would be worth a fraction, a small fraction of what an economic token would be.”
-
Bill Gurley
Gurley suggests if Solana eats Ethereum, the next competitor could make Solana equally uninteresting.
“Yes. But I think there's an equally interesting counterpoint to that, that Solana might be cheaper than Ethereum, but then the son of Solana might make Solana equally uninteresting.”
-
Bill Gurley
Gurley warns that if Solana replaces Ethereum, it suggests all crypto tokens are worth far less due to race-to-the-bottom dynamics.
“And that's why someone said to me the other day, if Solana eats ETH, then all of these tokens are worth far less than we imagined because there's just a race to the bottom.”
-
-
-
“we're like Bitcoin at two. And I'm like, god, so Bitcoin represents two out of 500 of the net worth of the world or 400, whatever. It moves a little bit. Could it be four?”
-
Bill Gurley
Gurley highlights Coinbase offering 4% daily interest on any stablecoin balance without deposit requirements.
“Here, whether it's $10 or or a million bucks, you know, you put it in stable coin with Coinbase and you start earning 4% daily.”
-
-
-
Bill Gurley
Gurley says with crypto wallets you can send $25,000 in two seconds for two cents.
“And now if you have a wallet of any kind and I have a wallet of any kind, I can send you, you know, 25,000 US dollars in two seconds, and it'll cost me 2¢ to send it to”
-
Bill Gurley
Gurley notes bonds and crypto ICOs already use supply-demand matching that IPOs avoid.
“And by the way, that's how every bond is priced. And that's by the way, how all the initial coin offerings work in the crypto world. It's just what you would do.”
-
-
-
“To deliver on President Trump’s goal to ensure that the United States is the crypto capital of the world, we are embracing innovation to bring more products onshore, creating clear rules of the road for capital raising with crypto assets,”
-
Paul Atkins
Atkins says paper delivery should be a relic in the age of AI and blockchain technology.
“In an age of artificial intelligence and blockchain technology, a default to paper delivery should be a relic, not a standard.”
-