Author: Vin Narayanan

Elon Musk finalized his deal to buy Twitter this week for $44 billion. If you’ve been following me on Twitter (@vinistic), you know that I’ve been obsessed with Musk’s efforts to buy Twitter and…

Washington Contemplates a Digital Dollar

By Vin Narayanan on April 22, 2022

Editor’s note: We’re trying a new format for our Friday crypto updates. We hope you enjoy the new look. And don’t forget that once a month, Vin will be writing about collectibles instead of crypto. Market Musings As of this writing, bitcoin is up around 2%…
Premium
I’ve always been a fan of pick-and-shovel plays — especially in emerging technologies. Picking winners as the dynamics of the industry are constantly shifting is incredibly difficult. But if investors can identify the technology that any new technology can’t be built without, they’ve found a way to de-risk…
Premium

Watch for Red Flags Around Boards of Investors

By Vin Narayanan on April 19, 2022

Those of you who follow me on Twitter (you can follow me @vinistic) know that I’m obsessed with Elon Musk’s bid to buy Twitter and take it private. In case you missed this story, here’s a quick timeline: April…

Instagram Embraces NFTs

By Vin Narayanan on April 15, 2022

NFTs (non-fungible tokens) are having a moment.  These tokens typically represent some sort of collectible — often a digital collectible. But NFTs can also be used to represent wine, sneakers and other physical goods. Like bitcoin, NFTs are based on blockchain technology. Each NFT…

Now Is the Best Time to Be a Startup Investor

By Vin Narayanan on April 13, 2022

Andy Gordon and I recommend a startup for our First Stage Investor members to invest in every two weeks (click here to sign up). When Andy and I first started working on startups together in 2018, we couldn’t do…
Premium
Last month Adam Sharp mentioned I would be taking over as your Crypto Asset Strategies guide. Adam has only been gone a few weeks. And he is sorely missed. But in the life of a crypto investor, the only…

Ethereum Merge Searches Give ETH a Boost

By Vin Narayanan on April 8, 2022

Google searches are an interesting signal in crypto investing. They’re not necessarily predictive. But they do often correlate with price. The correlation between Google searches for bitcoin and the price of bitcoin is fairly well established. The more searches…
Premium

Investing With a Potential Recession on the Horizon

By Vin Narayanan on April 5, 2022

I broke my ankle pretty badly a couple of weeks ago. It’s going to take four to six months to heal. I’m wearing a walking boot now. And as far as I’m concerned, the walking boot might be the greatest invention since the printing press. The…

Goldman Sachs Signals Crypto Is Here for the Long Haul

By Vin Narayanan on April 1, 2022

Goldman Sachs has made its first crypto trade. No, this isn’t an April Fool’s joke. The trade actually happened last week.  It was a bitcoin derivatives trade with Galaxy Digital. And Goldman is interested in participating in a full-fledged options market…
On Tuesday, I attended a founder event hosted by Wefunder and Brex in New York. It was a chance for founders and investors to meet and get to know each other. And it was hopping! I spent so much time speaking to founders and other investors that I…
Premium

Biden Pushes Government to Regulate Crypto

By Vin Narayanan on March 25, 2022

President Biden signed an executive order earlier this month that directs several federal agencies to develop policies and regulations for cryptocurrencies. Mainstream media reports — and some crypto analysts — linked this development to the U.S. trying to stop Russia from…

Data Is Eating the World

By Vin Narayanan on March 23, 2022

For more than 10 years, “software is eating the world” has been an article of faith among startup investors. Marc Andreessen — co-founder of both Netscape and venture capital firm Andreessen Horowitz (a16z) — wrote these famous words in a blog post in…

The Best Strategy for Collectibles Investing

By Vin Narayanan on March 18, 2022

Normally, it’s not big investment news when a Super Bowl-winning quarterback retires or unretires. But then, not every Super Bowl-winning quarterback is Tom Brady. Brady is widely considered to be the greatest quarterback of all time (as a Michigan State alum, I found that sentence painful…
Premium

Startup Deals for Accredited Investors Only

By Vin Narayanan on March 15, 2022

Early Investing co-founder Andy Gordon and I recently met with several founders in Los Angeles and San Francisco. We’re looking for startups that you might be interested in investing in. The startups we looked at included cutting-edge robotics companies, medtech disruptors and moonshots that could change…