- Alchemy: AWS for Blockchain?
- Offchain Labs: Layer 2 scaling solution for Eth, solid.
- Veem: Payment solution using crypto underneath. Like Venmo.
- Bakkt: Digital wallet solution.
- Bitso: Over 1 million users, 15% of all assets going to Mexico.
Staked: Solution to build yield off of DeFi ecosystem.
Are getting into NFTs as well, undisclosed investment.
37% of crypto market is non-Bitcoin and non-Ethereum, up from 16%.
Why has gold not done better? Perhaps demand is being captured by BTC.
BTC at 233% for 11 years and has no correlation to other asset classes.
If 3.5M people hold BTC, price is $700,000… possible in 5-10 years?
China Ban is positive signal?