074 - The Big Picture II: Why Top VCs Are All-In on the Future of Sound Money
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074 - The Big Picture II: Why Top VCs Are All-In on the Future of Sound Money

15:05 Sep 11, 2025
About this episode
In this episode, we dive into the key themes shaping Bitcoin Venture Capital, based on exclusive interviews with partners from leading Bitcoin-focused venture funds: Ten31, Early Riders, Ego Death, Timechain, Cantilever, and Epoch. The episode explores six major "big picture" themes driving their investment strategies and the future of Bitcoin. ? ? ? ? Get personalized onboarding at River for Bitcoin-only financial services: https://partner.river.com/buildwithbitcoin ? ? ? Guests Featured Nico Lechuga (Ego Death Capital) Andi Pitt (Ego Death Capital) Alex Mann (Timechain/Concentric) Brian Cubellis and Brad Myers (Early Riders) Marty Bent (Ten31) Eric Yakes (Epoch) Brendan Quinn and Jon Frisch (Cantilever) Chapters 00:00 Reinventing Venture Capital with Bitcoin 01:41 Capital Misallocation 03:49 Bitcoin as a Hurdle Rate in Business Building 06:20 The Anti-Tokenization Stance of Bitcoin VC 08:02 Investing in Bitcoin Infrastructure 09:40 Global Opportunities in Bitcoin Investment 12:24 Entrepreneurial Quality in Bitcoin Ventures 13:45 Conclusion References https://www.buildwithbitcoin.xyz/ https://x.com/BuildwBitcoin ? ? ? ? DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional.
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