![crypto[native]](https://substackcdn.com/image/fetch/$s_!baju!,w_120,h_120,c_fill,f_webp,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc94827b0-d403-4ff4-a1dc-b507623bbbd2_1000x1000.png)
A Crypto Investment Thesis (Part 2 of 2)
“Infrastructure” is sexy. Just hear me out.
In last week’s post, I explained why, if you were a time-traveler interested in investing in online video back in 2003, you would actually not invest in YouTube (well, at least not as your first bet)…
Keep reading with a 7-day free trial
Subscribe to crypto[native] to keep reading this post and get 7 days of free access to the full post archives.