Welcome to Blockstream Talk, today's conversation is with Alyse Killeen founder and managing director of Stillmark, a Bitcoin focused venture capital firm. Alyse is very clear about the distinction that needs to be made between Bitcoin and crypto and we discuss how this applies to capital allocation within the venture capital industry, how Bitcoin VC is different from both traditional internet focused VC and also often more narrative driven crypto VC. This was a really good conversation if you found it useful don't forget to share it with your network.
04:05 Health of the VC industry
06:49 Pitching Bitcoin to investors
09:08 Differentiating Crypto and Bitcoin VC
12:10 Narrative investing within Crypto tokens
28:18 Capital allocation framworks
32:55 The future of security tokens
36:14 Bitcoin's importance globally
39:41 Most exciting work within Bitcoin