Who is on this subjectordered by the date of their first quote here
4 of 5 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 25 Aug 2021 — a date, and nothing else. It is not a claim about who reached a view first.
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Brad Gerstner
3
thin
17 Apr 2021 – 20 Jun 2025
-130 d
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Bill Gurley
13
25 Aug 2021 – 27 Feb 2026
+0 d
- Dylan Patel 1 thin 21 Jan 2025 – 21 Jan 2025 +1245 d
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Chamath Palihapitiya
3
thin
10 Oct 2025 – 11 Mar 2026
+1507 d
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Paul Atkins
3
thin
The chronologysourced and dated, oldest first
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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.”
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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.”
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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.”
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Bill Gurley
Gurley argues Ethereum is smarter crypto play due to developer community and proof-of-stake ESG benefits.
“The developer community is clearly in the Ethereum camp. I think there's a ESG benefit once they move to proof of stake versus Bitcoin.”
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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.”
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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.”
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Bill Gurley
Gurley says if he could redo Second Life, he would let the currency appreciate instead of fixing it.
“And that's why earlier in this conversation, one thing, if I went back on Second Life, I'd probably not stay with the fixed currency. I'd probably let it explode.”
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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”
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Bill Gurley
Gurley questions whether governance tokens have value without ability to extract economic rents from the system.
“And everything from my history of studying finance and economics would say that if you declared you'd never rake the system”
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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.”
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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.”
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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.”
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Dylan Patel
Patel describes CoreWeave converting a crypto facility with 200 megawatt gas plant into seven data center buildings.
“And one of these crypto data centers has a, like, a 200 megawatt natural gas plant in the middle of, like, seven buildings. Right? And each of these buildings is a data center.”
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Brad Gerstner
Gerstner says stablecoin issuers could become biggest US debt holders in five to ten years.
“In fact, I heard somebody say that in five to ten years, stablecoin issuers will become the biggest holders of US debt on the planet because they have to own that debt to back, right, the stablecoins, the tokens that they're issuing.”
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“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?”
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Chamath Palihapitiya
Palihapitiya identifies Tether as the most important new gold buyer, issuing Tether Gold stablecoin alongside central bank rebalancing.
“Gold is up because there are many more net new buyers. Who is the most important net new buyer? It's Tether.”
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Chamath Palihapitiya
Palihapitiya predicts everything will become tokenized markets, including sports, knowledge, equities, and debt instruments.
“You'll have knowledge that becomes a market, and then you'll ultimately have equities and debt instruments also behave this way, meaning they'll be tokenized.”
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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”
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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.”
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Chamath Palihapitiya
Palihapitiya notes Brian Armstrong observed that certain prediction markets only thrive on insider information and secrets.
“The corollary to this is Brian Armstrong tweeted something which I thought was quite an interesting comment about prediction markets, is that certain prediction markets only thrive on insider information, which is to say that they know a secret.”
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“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, and providing clarity as to how market participants can custody and facilitate trading of tokenized securities onchain.”
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“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,”
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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.”
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Where they overlapsame programme, same subject
- All-In Podcast also carries Brad Gerstner and Chamath Palihapitiya on this subject, at different times.