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Blockchains and Cryptocurrencies: Power, Potential and Pitfalls
Manage episode 296333287 series 2914554
Blockchain technology offers the promise of a new era of secure, decentralized transfer of value on the internet—a future less reliant on trusted intermediaries and gatekeepers. Some have described blockchain as Web 3.0, unlocking the true vision of what the internet was meant to be, where users of applications are also the owners. Despite their recent—and signature—volatility, digital assets have grown into a $2 trillion market that extends well beyond Bitcoin and is attracting entrepreneurs, investors and corporate support at an accelerating rate. There is clearly a lot of innovation both in digital assets—or cryptocurrencies—as well as with the underlying blockchain technology. But how much is legitimate excitement about this revolutionary technology, and how much is inflated exuberance?
To explore the potential, and examine some of the questions hanging over the industry, Brown Advisory’s Sid Ahl sat down with three crypto experts: Joe Lallouz, Founder and CEO of Bison Trails (acquired by Coinbase); Ash Egan, Partner, Accomplice; and Ria Bhutoria, Principal, Castle Island Ventures.
Be sure to stay tuned for the Brown Advisory investment team’s perspectives, when Erika Pagel, CIO of Sustainable Investing, and Ken Coe, Financial Services Equity Analyst, join Sid (at 51:00) to share their takeaways.
Guests:
Mrinalini "Ria" Bhutoria, Principal, Castle Island Ventures
@riasearch
Ash Egan, Partner, Accomplice
@AshAEgan
Joe Lallouz, CEO, Bison Trails; Partner, Ambush Capital
@JoeLallouz
Host:
Sid Ahl, CFA, CIO for Private Client, Endowments and Foundations, Brown Advisory
Investment Commentary:
Ken Coe, CFA, Equity Research Analyst, Brown Advisory
Erika Pagel, CIO of Sustainable Investing, Brown Advisory
Recommended reading:
- Decentralized Finance: What It Is, Why It Matters, Andreessen Horowitz, June 15, 2021
- The Brutal Truth About Bitcoin, The New York Times, June 14, 2021
- Crypto Memes and Dreams--Why It's Different This Time, Medium, June 1, 2021
- How Much Energy Does Bitcoin Actually Consume? Harvard Business Review, May 5, 2021
- Understanding the Different Types of Cryptocurrency, SoFi, January 15, 2021
- What is "Proof of Work" And "Proof of Stake"? Coinbase
- Bitcoin: A Peer-to-Peer Electronic Cash System [White paper], Satoshi Nakamoto, October 31, 2008
Recommended listening:
- Tom Schmidt Explains What You Need to Know about DeFi, Odd Lots, June 28, 2021
- The Potential of Blockchain Technology, Invest Like the Best, April 13, 2021
- Crypto, An Oral Essay, The 16z Podcast, April 17, 2021
Thank you for joining us on our podcast journey. To stay in touch about future podcasts, please sign up here. Visit our website to learn more: www.brownadvisory.com/now.
We want to hear from you! Send a note to NOW@brownadvisory.com to get in touch.
The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. There is a risk that some or all of the capital invested in any such securities may be lost. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.
35 episodes
Manage episode 296333287 series 2914554
Blockchain technology offers the promise of a new era of secure, decentralized transfer of value on the internet—a future less reliant on trusted intermediaries and gatekeepers. Some have described blockchain as Web 3.0, unlocking the true vision of what the internet was meant to be, where users of applications are also the owners. Despite their recent—and signature—volatility, digital assets have grown into a $2 trillion market that extends well beyond Bitcoin and is attracting entrepreneurs, investors and corporate support at an accelerating rate. There is clearly a lot of innovation both in digital assets—or cryptocurrencies—as well as with the underlying blockchain technology. But how much is legitimate excitement about this revolutionary technology, and how much is inflated exuberance?
To explore the potential, and examine some of the questions hanging over the industry, Brown Advisory’s Sid Ahl sat down with three crypto experts: Joe Lallouz, Founder and CEO of Bison Trails (acquired by Coinbase); Ash Egan, Partner, Accomplice; and Ria Bhutoria, Principal, Castle Island Ventures.
Be sure to stay tuned for the Brown Advisory investment team’s perspectives, when Erika Pagel, CIO of Sustainable Investing, and Ken Coe, Financial Services Equity Analyst, join Sid (at 51:00) to share their takeaways.
Guests:
Mrinalini "Ria" Bhutoria, Principal, Castle Island Ventures
@riasearch
Ash Egan, Partner, Accomplice
@AshAEgan
Joe Lallouz, CEO, Bison Trails; Partner, Ambush Capital
@JoeLallouz
Host:
Sid Ahl, CFA, CIO for Private Client, Endowments and Foundations, Brown Advisory
Investment Commentary:
Ken Coe, CFA, Equity Research Analyst, Brown Advisory
Erika Pagel, CIO of Sustainable Investing, Brown Advisory
Recommended reading:
- Decentralized Finance: What It Is, Why It Matters, Andreessen Horowitz, June 15, 2021
- The Brutal Truth About Bitcoin, The New York Times, June 14, 2021
- Crypto Memes and Dreams--Why It's Different This Time, Medium, June 1, 2021
- How Much Energy Does Bitcoin Actually Consume? Harvard Business Review, May 5, 2021
- Understanding the Different Types of Cryptocurrency, SoFi, January 15, 2021
- What is "Proof of Work" And "Proof of Stake"? Coinbase
- Bitcoin: A Peer-to-Peer Electronic Cash System [White paper], Satoshi Nakamoto, October 31, 2008
Recommended listening:
- Tom Schmidt Explains What You Need to Know about DeFi, Odd Lots, June 28, 2021
- The Potential of Blockchain Technology, Invest Like the Best, April 13, 2021
- Crypto, An Oral Essay, The 16z Podcast, April 17, 2021
Thank you for joining us on our podcast journey. To stay in touch about future podcasts, please sign up here. Visit our website to learn more: www.brownadvisory.com/now.
We want to hear from you! Send a note to NOW@brownadvisory.com to get in touch.
The views and opinions expressed in this podcast are those of the speaker(s) and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon as investment advice and are not intended to be a forecast of future events or a guarantee of future results. The information provided in this podcast is not intended to be and should not be considered a recommendation or suggestion to engage in or refrain from a particular course of action or to make or hold a particular investment or pursue a particular investment strategy, including whether or not to buy, sell, or hold any of the securities mentioned. It should not be assumed that investments in such securities have been or will be profitable. There is a risk that some or all of the capital invested in any such securities may be lost. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.
35 episodes
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