Polychain Capital: The Rise of Protocol Tokens

Writing his college thesis on Bitcoin in 2012 and becoming Coinbase’s first employee in 2013, Olaf Carlson-Wee has been at the forefront of cryptocurrency for many years. Recently, he left Coinbase to start Polychain Capital, a hedge fund focused solely on investing in cryptocurrencies and protocol tokens. Olaf joined us to discuss his journey in the industry and the investment thesis behing Polychain.

Topics:

• How Olaf Carlson-Wee became Coinbase’s first employee
• The investment thesis behind Polychain Capital
• Why protocol tokens represent a huge investment opportunity
• The current state of tokensales
• Why the blockchain crowdfunding campaigns will start resembling VC deal structure
• His view on the state of the Bitcoin network and community

Links:

• Polychain Capital
• Beyond Bitcoin: The future of cryptocurrencies - The Signal
• Bitcoin Will Never Be a Currency—It's Something Way Weirder | WIRED
• The Golden Age Of Open Protocols – AVC
• Blockchain Tokens and the dawn of the Decentralized Business Model
• Fat Protocols | Union Square Ventures
• a16z and USV invest $10m in new digital asset hedge fund
• The future is a decentralized internet | TechCrunch