Archive: streaming

The Kind of Regulatory Moment Crypto Needs

By Vin Narayanan on April 28, 2023

Crypto Market Musings As I write, bitcoin is trading around $29,000. Ethereum is trading close to $1,900. And the rest of the markets are a mess. Welcome to crypto allergy season, everyone. The bear market is over. The bull market hasn’t started. That means cryptos aren’t moving up in lockstep. And they’re not moving down in unison. Some days will be good. Some days, the markets or certain cryptos will have allergies. Macroeconomic factors…

An Investor’s Approach to Business Models

By Vin Narayanan on July 20, 2022

I have Netflix on my mind. Yesterday, I wrote about how Netflix exploited market inefficiencies to build a dominant consumer brand for our Pre-IPO Profits members. (Editor’s note: It probably isn’t the market inefficiency you’re thinking of. Click here to sign…