Arianna Simpson The Crypto Landscape - [Invest Like the Best, EP.84]

Published: April 24, 2018, 1:39 p.m.

b'My guest today is Arianna Simpson, who has spent her career in an around the world of technology working at startups, Facebook, and now in venture capital as an investor focused on the world of cryptocurrencies.\\n I met Arianna when I hosted a panel at a big investing conference in New York City and she was one of the panelists. On the panel, I found her style to be very straightforward and compelling. It is clear that she loves to learn and that the best manifestation of her style of learning is investing in technology.\\n In our conversation we discuss broad trends in crypto that we haven\\u2019t spent much time on before: decentralized versus centralized exchanges, privacy coins, and evaluating a found or early team. We build a framework for learning about this new asset class, discuss the importance of travel, and the value of pushing oneself outside of comfort zones.\\n Hash Power is presented by Fidelity Investments\\n Please enjoy our conversation\\n For more episodes go to InvestorFieldGuide.com/podcast.\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.\\n Follow Patrick on Twitter at @patrick_oshag\\n \\xa0\\n Show Notes\\n 2:12 \\u2013 (First question) \\u2013 How to teach someone else to build an investing philosophy around crypto\\n 4:00 \\u2013 The major risk factors to investing in crypto\\n 6:28 \\u2013 best practices for mitigating risk\\n 7:39 \\u2013 What factors to think about when it comes to whether a token will lose all value or not\\n 8:39 - \\xa0Taking a pulse of the investment community on crypto\\n 11:36 \\u2013 How she heard about and became interested in crypto currencies\\n 12:34 \\u2013 Are people really using crypto currency as a hedge against rampant inflation\\n 13:52 \\u2013 Investing thesis in the space\\n 14:07 \\u2013 Arianna\\u2019s systems for learning about cryptocurrencies and staying up to date on them\\n 15:19 \\u2013 Arianna\\u2019s take on the issue of increasing transactional through put\\n 16:49 \\u2013 Layer 1 solutions and making it all scalable on a blockchain\\n 17:56 \\u2013 her take on the fat protocol thesis\\n 20:32 \\u2013 Defining utility vs security tokens\\n 21:54 \\u2013 evaluating different coins\\n 21:02 \\u2013 Why cross currency swaps are important and how they work\\n 26:17 \\u2013 What are the chances of a scenario where there\\u2019s just one token and everything is built off of that one\\n 28:02 -\\xa0 Comparing centralized and decentralized exchanges\\n 29:47 \\u2013 How the traditional investing world is going to regulate transaction involving cryptocurrencies and view security around those transactions\\n 31:54\\u2013 Impact this will have on capital formation\\n 33:44 \\u2013 Evaluating teams behind crypto companies\\n 35:48 \\u2013 The importance of gut when evaluating people\\n 38:47 \\u2013 How Arianna\\u2019s global upbringing impacts her thinking on the technology\\n 39:51 \\u2013 What countries or regions have had the largest impact on Arianna\\u2019s investing philosophy\\n 42:41 \\u2013 Doing things you\\u2019re not qualified for\\n 43:59 \\u2013 Gender imbalance in crypto and what can be done to shift that\\n 45:28 \\u2013 Most recent thing that has gotten Arianna excited in the crypto space\\n 46:15 \\u2013 Explaining Zero X\\n 47:33 \\u2013 How her views on reading have evolved\\n 48:54 - Kindest thing anyone has done for Arianna\\n Learn More\\n For more episodes go to InvestorFieldGuide.com/podcast.\\xa0\\n Sign up for the book club, where you\\u2019ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub\\n Follow Patrick on twitter at @patrick_oshag'