In this episode of Bell Curve, we discuss the state of VC markets and fundraising 101. What should founders look out for when fundraising? Why do terms often matter more than valuation, and how should founders think about anti-dilution? We answer these questions and more in this fundraising segment.
We then explore the current macro environment, the Mango exploit and dangers of oracle pricing, the upcoming midterms and reasons to be optimistic!
Timestamps:
(00:00) Introduction
(01:05) VCs, Term Sheets & Fundraising
(21:39) Finding Value Despite Inflation
(31:16) Mango Exploit, Oracle Pricing & Risk Management
Midterms, Regulation & Yuga Labs Investigation
(44:36) Scaling Season
(50:13) Why Be Optimistic?
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Resources:
GCR "insider" tweet
https://twitter.com/GCRClassic/status/1579837794675216384
Alf CPI tweet
https://twitter.com/MacroAlf/status/1580538848194330624
The Macro Trading Floor podcast
https://spoti.fi/3EGriXd
Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
