On today\u2019s show, we\u2019ll discuss another empty room \u2013 an opportunity ignored by most investors because they either don\u2019t want to or can\u2019t participate. We\u2019ve shared conversations under this theme about a range of forgotten opportunities from specific emerging markets to biotech. Previous episodes are available under the mini-series or topic search at\xa0capitalallocators.com. This time around, we discuss a room that was overflowing two years ago, has been abandoned since, and might be coming back once again - crypto and blockchain technologies.
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My guest is Chris Dixon, a general partner at a16z and one of the leading voices and investors in the space. Chris recently published a book entitled Read Write Own, which explains the history, thesis, features, and importance of blockchain technology in his classic framework-driven, non-technical style.
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Our conversation covers aspects of the book, including the history of the internet, rationale for blockchains, and tokenomics. We then turn to what\u2019s happened in the ignored space since the fall of FTX across stablecoins, NFTs, DeFi, Bitcoin ETFs, regulation, and the devotees still involved in the space.
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