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Bitcoin – The Gateway Drug
Fred Wilson – Nov 16, 2020
The first crypto asset most people purchase is Bitcoin. It has the highest market capitalization. It has way more search interest. But Bitcoin is not all there is to the crypto sector. There is about $160bn of market value in [...] Read more
Funding Friday: Lifted
Fred Wilson – Nov 13, 2020
AVC regular Charlie Crystle told me that his neighbors are doing a fun Kickstarter. So I went and watched the video (here for email readers ): The video is only 30 seconds and it sold me instantly. I backed it [...] Read more
Educating Electeds
Fred Wilson – Nov 12, 2020
A number of members of Congress sent a letter to the Office of Comptroller of the Currency (OCC) on Tuesday. I have embedded it below but readers via email may need to click here to read it. Letter to the [...] Read more
The Star Pupils
Fred Wilson – Nov 11, 2020
I was looking at the numbers on an early-stage VC fund that the Gotham Gal and I are invested in. I am not very familiar with the portfolio but this fund was formed in 2012. There are 24 names (investments) [...] Read more
The Covid Rotation
Fred Wilson – Nov 10, 2020
Yesterday morning we got the news that Pfizer’s mRNA Covid vaccine developed in partnership with BioNTech saw 90% efficacy in phase three clinical trials. While this is terrific news, Wall Street saw it as bad news for companies that are [...] Read more
Some Good News
Fred Wilson – Nov 9, 2020
There has been a fair bit of good news in the last 48 hours. Here is some more. I logged onto Twitter just now and saw this tweet from my colleague Matt : Starting this week with as many open [...] Read more
Funding Friday: Shower Power
Fred Wilson – Nov 6, 2020
I’ve always been a fan of music in the shower. So when a long time AVC reader sent me a link to his Kickstarter project, Shower Power , I immediately backed it. If you are into music in the shower [...] Read more
Early Liquidity vs Holding
Fred Wilson – Nov 5, 2020
There was a good Twitter discussion of this issue over the weekend between some folks who work in the VC sector. I think it is worth sharing more broadly. Here it is as a Twitter Moment . Early Liquidity vs [...] Read more
Turnout
Fred Wilson – Nov 4, 2020
Well, we don’t know who won the election this morning, but we know that the turnout was the strongest in 120 years at roughly 2/3 of eligible voters. We can thank mail-in votes and early voting for that. Some will [...] Read more