UpOnly: Power Law of crypto investing, with Haseeb Qureshi of Dragonfly Capital


📝 Quick Summary

Source: Youtube Up Only

Type: Video

Published: October 05, 2021 at 10:42 PM (over 4 years ago)

Topics: CRYPTO

Video Description

In this episode of UpOnly, Cobie & Ledger talk to Haseeb Qureshi about broad investment thesis, VC stuff, L1s vs L2, emerging trends, and more.

Presented by FTX: https://uponly.tv/ftx

00:00 - Intro
02:45 - Background
08:30 - Poker to crypto movement
16:40 - Does every generation build its own ponzi?
26:12 - Investment strategy / Relative valuations
39:40 - Uniswap and SushiSwap
45:00 - Requirements of LPs in funds / Accounting
54:40 - Biggest misses
59:30 - What is responsible for your biggest gains / biggest losses?
1:04:40 - Power laws in venture capital
1:07:17 - More on investment strategy
1:13:00 - Conviction and investing with a thesis
1:22:30 - What differentiates Layer 1s and Layer 2s
1:28:25 - Impacts of scaling
1:33:00 - Analogizing Layer 1s to different cities...

📊 Why This Matters

This video from UpOnly provides insights into the latest cryptocurrency developments. Stay informed about CRYPTO market movements, technical analysis, and breaking news from trusted sources in the crypto community.

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How to Use This Information: Watch the full video for detailed technical analysis, market commentary, and expert perspectives. YouTube creators often provide charts, price predictions, and educational content.

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