Placeholder's Joel Monegro on the Fat Protocols Thesis Today - Ep.65

Published: June 12, 2018, 7:30 a.m.

b'Joel Monegro, partner at crypto VC firm Placeholder Ventures, describes how well his seminal blog post, "Fat Protocols," is holding up, why he and his partner Chris Burniske opted to found a crypto VC firm as opposed to a hedge fund, and what main factors they think will determine the success of a blockchain. He also describes how crypto and blockchains fit into the evolution of technology, how the business models in the crypto space will be built, and why their first publicly known investment was in Decred. Plus, he reveals why their firm is called Placeholder.\\n Placeholder: https://www.placeholder.vc\\n Joel: https://twitter.com/jmonegro\\n The Placeholder investment thesis: https://ipfs.io/ipfs/QmZL4eT1gxnE168Pmw3KyejW6fUfMNzMgeKMgcWJUfYGRj/Placeholder%20Thesis%20Summary.pdf\\n The Fat Protocols Thesis:\\n https://www.usv.com/blog/fat-protocols\\n Decred investment thesis: https://www.placeholder.vc/blog/2018/5/12/decred-investment-thesis\\n Blog post on information technology cycles: https://monegro.org/work/2018/2/20/information-technology-market-cycles-a-brief-history\\n Joel\'s blog post on the shared data layer of the blockchain application stack:\\n http://joel.mn/post/104755282493/the-shared-data-layer-of-the-blockchain\\n and on the blockchain application stack: http://joel.mn/post/103546215249/the-blockchain-application-stack\\n Two episodes featuring his partner, Chris Burniske:\\n http://unchainedpodcast.co/how-to-valuate-a-crypto-asset-s3e08\\n http://unchainedpodcast.co/want-higher-returns-invest-in-bitcoin-say-arks-chris-burniske-and-coinbases-adam-white\\n Another episode that I forgot to mention during the show, the interview with Bill Tai, which contains ideas that overlap quite a bit with Joel\'s:\\n http://unchainedpodcast.co/maitai-globals-bill-tai-on-why-blockchain-is-the-6th-wave-of-technology\\n Thank you to our sponsors!\\n Preciate: https://preciate.org/recognize/\\n Blockchain Warehouse: https://www.blockchainwarehouse.com\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'