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Forward Guidance
Forward Guidance

Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)

22 min•17 september 2023

Om avsnittet

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"

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