074 - The Big Picture II: Why Top VCs Are All-In on the Future of Sound Money

074 - The Big Picture II: Why Top VCs Are All-In on the Future of Sound Money

Author: Lynne Bairstow, Israel Munoz September 11, 2025 Duration: 15:05

In this episode, we dive into the key themes shaping Bitcoin Venture Capital, based on exclusive interviews with partners from leading Bitcoin-focused venture funds: Ten31, Early Riders, Ego Death, Timechain, Cantilever, and Epoch. The episode explores six major "big picture" themes driving their investment strategies and the future of Bitcoin.

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Guests Featured
Nico Lechuga (Ego Death Capital)
Andi Pitt (Ego Death Capital)
Alex Mann (Timechain/Concentric)
Brian Cubellis and Brad Myers (Early Riders)
Marty Bent (Ten31)
Eric Yakes (Epoch)
Brendan Quinn and Jon Frisch (Cantilever)

Chapters
00:00 Reinventing Venture Capital with Bitcoin
01:41 Capital Misallocation
03:49 Bitcoin as a Hurdle Rate in Business Building
06:20 The Anti-Tokenization Stance of Bitcoin VC
08:02 Investing in Bitcoin Infrastructure
09:40 Global Opportunities in Bitcoin Investment
12:24 Entrepreneurial Quality in Bitcoin Ventures
13:45 Conclusion

References
https://www.buildwithbitcoin.xyz/
https://x.com/BuildwBitcoin
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❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional.


At its core, Build With Bitcoin is a conversation about what happens when a foundational technology meets human ambition. Co-hosts Lynne Bairstow and Israel Munoz steer these discussions, moving beyond the daily price chatter to explore the tangible projects, businesses, and investment philosophies emerging from the Bitcoin ecosystem. Their guests-a mix of builders, entrepreneurs, and forward-thinking investors-share firsthand accounts of what it means to create value with this technology as a base layer. You’ll hear practical insights on navigating the intersection of technology and business, the challenges of launching ventures in this space, and the long-term strategic thinking that guides serious investment. This isn't just theory; it's a front-row seat to the practical application of a digital platform reshaping industries. The dialogue naturally spans the worlds of business, entrepreneurship, and investing, all through the lens of a technology that is constantly evolving. For anyone curious about the real-world utility being constructed right now, this podcast offers a grounded, insightful perspective from the people who are actively laying the bricks.
Author: Language: English Episodes: 50

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