quotVenture Capital Recessionquot Has Created Compelling Opportunities Says Superinvestor Fabrice Grinda

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=Y-1Mcet5Bwk

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. • Midas’ website: https://midas.app/ • Follow Midas on Twitter https://x.com/midasrwa • Fabrice Grinda’s website: https://fabricegrinda.com/ • Fabrice Grinda on Twitter https://x.com/fabricegrinda • Follow VanEck on Twitter / vaneck_us • Follow Jack Farley on Twitter / jackfarley96 • Follow Forward Guidance on Twitter / forwardguidance • Follow Blockworks on Twitter / blockworks_ • __ • Timestamps: • 00:00 Introduction • 00:54 How Fabrice Grinda Thinks About Macro • 05:19 Fabrice's Early Journey In VC During The Venture Capital Bust of 2000 • 07:06 The VC Boom of 2020 2021 • 11:24 Why Raising Too Much Money At Too High A Valuation Can Be A Big Problem (For Real) • 16:38 Layoffs In Tech While The Overall U.S. Job Market Has Been Strong In 2023 2024: How To Square This? • 19:18 The Biggest Risk Now Is Not Macroeconomic In Nature: It Is Geopolitical • 21:19 VanEck Ad • 21:59 Palantir and Anduril • 26:48 Why An Increasing Percentage of Grinda's Investments Are Now In The U.S. • 30:42 VC Tourists Who Got Smoked In 2022 • 33:15 Have VC Valuations Bottomed? A Tale of Two Cities (AI Non-AI) • 36:02 Fabrice's Journey Into Crypto • 39:29 Midas: Yield-Bearing Stablecoin That Can Actually Do Stuff On-Chain • 44:13 The Crypto Basis Trade mBasis • 47:50 Tether and Circle • 49:41 Midas' Decision To Be Regulatory Compliant In Europe (And Not The U.S.) • 51:44 The U.S. Regulatory Crackdown on Crypto Has Been Hardcore • 53:17 Bankruptcy Remoteness In Crypto Is Rare • 57:27 Are Onchain Treasury Bills Still Zero Coupon? • 58:32 Fabrice's Longer-Term Vision For Midas • 59:49 Fabrice's Views On Payment Rails Such as MasterCard, Visa, etc. • 01:04:27 FedNow • 01:07:29 How Did The Fall of Silicon Valley Bank (SVB) Impact The Venture Capital (VC) Ecosystem? • 01:14:35 Additional Thoughts On Macro and Recession Risk • 01:17:45 State of AI VC Market In 2024 • 01:24:50 Self-Driving Tech • 01:27:12 Who Will Be The Biggest Long-Term Winners From AI? • __ • Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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