Wednesday, May 25th 2022

Crypto Three Things (5/25)

Commentary

“The best way to predict the future is to create it.” ― Abraham Lincoln

1) International Monetary Fund Managing Director talks crypto in Davos: Managing Director Kristalina Georgieva urged the audience of politicians, executives, and celebrities "not to pull out of the importance of this world,” citing benefits such as “faster service, much lower costs, and more inclusion.” Titan's takeaway: It's beginning to feel repetitive and expected, but it's remarkable to see the cadence in which global policymakers declare their commitment to crypto - seemingly daily.

2) Founder of the world's biggest hedge fund likens bitcoin to gold: While speaking at the Davos forum Ray Dalio, the founder of Bridgewater Associates, described the current market dynamic as one where “cash is trash” and “equities are trashier,” but bitcoin served “in the interest of diversification of finding an alternative to gold.” Titan's takeaway: While we don't agree with everything Dalio had to say, the back of the envelope math using gold's estimated market cap of $11.7 trillion implies that bitcoin's market cap would need to 20x from current levels to be in the same stratosphere.

3) Andreessen Horowitz raises $4.5B in its fourth crypto-focused fund: Venture capitalists' appetite for crypto-focused companies remains strong despite weakness in the liquid crypto markets. A16z expects to invest two-thirds of the fund in venture-stage deals while reserving a third for seed-stage companies. Titan’s Takeaway: Venture capital is an asset class that demands a very long time horizon, and this latest fundraise signals A16z's long-term conviction in this nascent asset class has never been stronger.

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