Week #31: #VALUE by Constellation Fund: Are We There Yet?

Week #33: #VALUE by Constellation Fund: Paradigm Woods

Crypto has been much of the same, but there are things that happen that make you wonder. In this episode, we take a little dive into Coinbase off the back of news that Paradigm made the unusual move of investing $50 million in its public shares — VCs sell to the public they don’t usually buy into it. Listen in and let us know if you have better or more insightful thoughts!

Week #32: #VALUE by Constellation Fund: I didn't 🔥 a million

Inspired by Balaji’s recent $1 million public service announcement, we bring to you why while it was public it was probably a not a service and even a potential disservice. But we can all agree, when times are tough, being over levered is the worst place to be. Does that mean the end of fiat in 90 days? Does it mean the rise of crypto in 90 days? Probably not.

Week #31: #VALUE by Constellation Fund: Are We There Yet?

After a bit of confusion and getting his bearings, Ben walks us down beaten horse lane where the scenery to your left and right are that of crypto dumpster fires, Gary Gensler billboards and VC roadkill and caution signs. It’s been a week of much of the same but a lot is changing around us!

Week #30: #VALUE by Constellation Fund: The State of Crypto: Getting Disrupted

While Crypto Winter waxes and wanes, the very systems and companies that crypto aimed to disrupt are now positioning to disrupt it. We walk through Visa’s recent announcement of Visa+, SPACs and other crypto inventions to highlight the current state of the crypto market.

Week #29: #VALUE by Constellation Fund: Just Label it Crypto

Once you call it crypto, it’s got baggage. In this episode, we look at some recent events through the lens of the perspective traditional framework and overlay a crypto bend (or vise versa) and we see that in some ways, it’s all the same with just a different label on it. We got a little something for everyone from Arbitrum, Trump, Dark Forest, Blackstone and more!