CoinFund's Playbook for a Crypto Supercycle | Jake Brukhman & Seth Ginns

In this episode, Jason sits down with Jake Brukhman and Seth Ginns, co-founders and managing partners at CoinFund. They dive deep into CoinFund's origin story, investment philosophy, and how the firm navigates the complex landscape of liquid and venture investing in the crypto space. Jake and Seth share their insights on the current crypto market cycle, drawing comparisons to previous cycles and discussing potential scenarios for how this one may unfold differently. They explore the intersection of AI and crypto, with Jake highlighting the importance of decentralization and democratization in the development of AI to avoid dangerous centralized control by a few big tech companies. Stay tuned for all of this and much more!

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(00:00) Introduction

(01:50) CoinFund Origin Story

(12:53) Web2 vs Crypto Venture

(27:28) Liquid Investing

(36:00) Determining Valuations

(44:54) Monad Ad

(45:53) Marinade Ad

(47:00) Opportunity in Interop

(55:32) Market Cycles

(01:11:16) Crypto & AI Thesis

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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

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