What CRYPTO VCs Know That You Don’t - Stay Ahead of the Curve

Raoul welcomes Mike Dudas, co-founder, and managing partner for 6th Man Ventures, and Carl Vogel, the firm's partner and head of research, to learn about 6MV's investment thesis, how they survived the bear market, and how they're allocating capital ahead of the next bull run. They also discuss DePin, AI, and consumer-focused developments in how blockchain. Recorded on September 25, 2024.

Timestamps:
00:00 - Sponsor: Digital Gold and Analog Gold
01:36 - Raoul Pal Introduces ‘The Journeyman’ Show
02:16 - Crowdsourcing Knowledge in Real Vision
04:00 - Introduction to Venture Capital in Crypto
05:05 - Mike Dudass & Carl Vogel’s Journey Into Crypto
07:18 - Early Experiences in Bitcoin and FinTech
12:00 - Evolution of Venture Capital Thesis: From NFTs to Infrastructure
15:50 - Opportunities in Deep Infrastructure Networks (dPIN)
19:00 - Token Extension and Equity in VC Investments
24:00 - Crypto Investment Market: Growth Stage Challenges
26:00 - The Rise of Secondary Markets and Opportunities
28:52 - The Challenge of Filling Block Space in Blockchain Networks
30:24 - Deep Infrastructure Networks: Opportunities for Builders
33:55 - Real-World Applications of RTK and Physical Infrastructure
38:36 - Consumer Use Cases in Crypto: Speculation and Meme Coins
43:05 - The Speculative Economy and its Future Growth
47:30 - Opinion Markets and Future Applications
51:42 - AI and the Future of Crypto and Economic Structures
55:45 - The Role of Communities in NFT Projects
1:01:10 - Venture Scale Business from Communities and Memes
1:08:52 - Opportunities in Blockchain Ecosystems: Evaluating Chains
1:13:02 - Personal Allocations in Crypto: Bitcoin, Solana, and Memes
1:20:50 - Real Vision: Community and Future Opportunities

Connect with me:

My other work:

Connect with Real Vision™ Online:

#raoulpal #crypto #macro #macroeconomics #cryptocurrency #cryptonews #blockchain #web3 #nft #nfts #btc #eth #btcnews #bitcoin #bitcoinnews #bitcointoday #cryptotrading #cryptoinsights #cryptotips #cryptoinsights #macroinsights #realvision #solana #sol #solanasol

[RaoulPalTJM]

00:00 - Sponsor: Digital Gold and Analog Gold
01:36 - Raoul Pal Introduces ‘The Journeyman’ Show
02:16 - Crowdsourcing Knowledge in Real Vision
04:00 - Introduction to Venture Capital in Crypto
05:05 - Mike Dudass & Carl Vogel’s Journey Into Crypto
07:18 - Early Experiences in Bitcoin and FinTech
12:00 - Evolution of Venture Capital Thesis: From NFTs to Infrastructure
15:50 - Opportunities in Deep Infrastructure Networks (dPIN)
19:00 - Token Extension and Equity in VC Investments
24:00 - Crypto Investment Market: Growth Stage Challenges
26:00 - The Rise of Secondary Markets and Opportunities
28:52 - The Challenge of Filling Block Space in Blockchain Networks
30:24 - Deep Infrastructure Networks: Opportunities for Builders
33:55 - Real-World Applications of RTK and Physical Infrastructure
38:36 - Consumer Use Cases in Crypto: Speculation and Meme Coins
43:05 - The Speculative Economy and its Future Growth
47:30 - Opinion Markets and Future Applications
51:42 - AI and the Future of Crypto and Economic Structures
55:45 - The Role of Communities in NFT Projects
1:01:10 - Venture Scale Business from Communities and Memes
1:08:52 - Opportunities in Blockchain Ecosystems: Evaluating Chains
1:13:02 - Personal Allocations in Crypto: Bitcoin, Solana, and Memes
1:20:50 - Real Vision: Community and Future Opportunities

[sylversoul]

@RaoulPalTJM 😂 your wife at 9.15 definitely passed the vibe test! I'm all for it!

[circlelabs]

Love how Mike is so humble and honest! So refreshing

[boccobadz]

You dump VC airdrop on the first candle (like every airdrop), rebuy after 80-90% drop (if the idea has some legs) and wait for cartel to pump it. Those tokens are inherently worthless but that's the only way for VCs to make money in this space (where everyone's kinda equal). Don't marry your bags - VCs aren't your friends, you are their exit liquidity. They don't care about you, about tech, about cryptospace. The only thing they care about is pumping their bags.

[AlchemistCoatings]

That was an amazing conversation, so interesting to see the variety of segments they cover and the mindset they adopt for each

[macblah-wnhi]

Raouls vision of tickets and memorabilia point is excellent

[jack_]

thanks for the info and lightheartedness in the videos Raoul!

[ansieb]

Raoul, dive into DePIN more. More important and value than you cam imagine. 😉

[zainmegeri]

Praise fishnu and praise raoul, honorary Saint of the SCF ❤

[svcrypto]

Very COOL insight. Im MEGA BULLISH on Ai crytpo trading next big thing

[marcbridge]

You touched on this with the notion of equity vs tokens for VC collateral. Tradfi investors have ways of determining market cap justification using revenue or earning growth. How can we evaluate the same in crypto?

[djhdjh]

The regularity of ads is annoying to a different degree than normal YT videos... Has Raoul increased the frequency over the norm?

[petrastolle]

Raoul : 100% Solana
Me: 100% TAO / Bittensor
wanna do a bet ? 😉

[dsflat]

Hoppy 🐸
Wat 🐭
Interesting to watch how The Night Riders 🚲perform

[MrEvertonian]

When talking use cases and application surely Hedera takes that crown. TPS and total REAL use case transactions don't lie... you talk about DePIN, Payments etc Hedera blows Solana out of the water. It's a fundamentally far better chain at a fraction of the valuation FOR NOW.

[jakyl_j]

Spotify does not represent a suitable solution imo music streaming and sales is an obvious use case for crypto

[AGUK]

In a lot of your videos you talk about AI and how big this is going to be but not once have you mentioned the biggest up and coming AI crypto project: $TAO Bittensor, why?

[cryptojeetu]

your superpower is podcasting, let someone else run realvision

[domf]

Your listeners should DYOR and check out Cardano for themselves, not the VC chains you’re shilling to them daily to dump on them in the bull run

[YoutubeWatts]

Very bullish on BTC and BTC eco system growing