“Wave Of Liquidity” Is Coming For Bitcoin, Says Hedge Fund Veteran Mark Yusko

Blockworks Macro, Released on 9/17/23 (Recorded on 9/12/23)

Jack interviews Mark Yusko of Morgan Creek Capital at Blockworks’ Permissionless event in Austin. Filmed on September 12, 2023.

00:00 Introduction
00:29 Macro Doesn’t Matter For Crypto
05:24 4 Main Factors That Affect Venture Capital (VC) Returns
13:59 Metcalfe’s Law As A Valuation Framework
17:21 Mark Yusko: “I Am Not A Bitcoin Maximalist”
20:44 Mark Yusko: “I Am A Big China Bull”

Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non-discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office.

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