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

Jack interviews Mark Yusko of Morgan Creek Capital at Blockworks’ Permissionless event in Austin. Filmed on September 12, 2023.

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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"