The Internet is full of commentary, analysis and opinion about crypto. For those new to crypto, we have curated a list of the best introductory resources. Please let us know if you would like any more material.
This document is a non-technical introduction to blockchain, why it matters, how it works, and why it’s here to stay. It is instructive to start by explaining Bitcoin, the first use-case of blockchain. [Read more]
Fund CIO Henrik Andersson presents the latest on crypto markets in our monthly webinar. [Watch]
Marc Andreessen is a tech pioneer and venture capitalist. After co-authoring the world's first internet browser and co-founding Netscape Communicator, Marc co-founded Venture Capital firm Andreessen Horowitz. As a venture capitalist, it's Marc's job to identify and invest in the most promising technologies. And he's very good it, having invested in Facebook, AirBnb, Coinbase (a crypto exchange), Groupon, Skype, Twitter and many more successful tech companies. Marc's article in the New York Times 'Why Bitcoin Matters' is a few years old, but remains a classic. [Read more]
Often citizens of developed countries take money for granted. As a young boy growing up in Argentina, a country ravaged by hyper-inflation during the 80s and 90s, the life of Wences Casares is eye-opening. He recites stories of his childhood, being instructed by his mother to spend her entire wage at the supermarket, knowing that the following day, the money would be worthless. Wences' stories highlight the far reaching impact and potential of Bitcoin and crypto assets, often not considered from a position of privilege. [Listen]
Crypto is a new asset class. Well known valuation criteria like Price/Earnings Ratios do not exist. So how do we value these crypto assets? As an integral part of managing a diversified portfolio of crypto assets, Apollo Capital Chief Investment Officer Henrik Andersson has thoroughly researched and analysed various models and frameworks to assess opportunities in crypto markets. [Watch]
Crypto has often been referred to as "Web 3.0". Chris Dixon, a partner at Andreessen Horowitz, takes us through the evolution of the internet. In the first era, internet services were built on open protocols that were controlled by the internet community. In the second era, for-profit tech companies — most notably Google, Apple, Facebook, and Amazon (GAFA) — built software and services that rapidly outpaced the capabilities of open protocols. The third era will be defined by crypto and decentralised networks. [Read more]