Hutt Capital

Congrats to @JedBreed on raising the second fund for @breed_vc. Jed has proven himself to be a top solo GP and we are thrilled to be part of it.

Thanks to @tklocanas of @strobefund for joining us on Ep 37 of Inside the Hutt. Links below. Had a great conversation, with topics including:

-Thomas' background in banking and VC
-Overview of Strobe and transition from @BlockTower to becoming an independent firm
-Strobe strategy & focus areas
-Port co @Architect_Fi and why perps will do well outside of crypto
-Current market for new stablecoin investments
-As investor in @Morpho, @ethena, @maplefinance etc is there anything that can make tokens more desirable for a broader set of investors?
-Strobe competitive advantage and how they win deals
-2026 predictions
-Additional notable port cos such as @TYBXYZ

Spotify: open.spotify.com/episode/56TA5Z…
Apple: podcasts.apple.com/us/podcast/tho…

Glad to have @davidgan1818 of @_inceptioncap join us for Ep 36 of Inside the Hutt. Links below. Topics included:

-David's background incl. Chinese trad VC funds the early days at @HuobiGlobal
-Overview of Inception and the dual early stage VC / FoF model
-Focus areas for Inception including tokenization
-Crypto in China and Asia more broadly, impact of US regulatory clarity
-Equity vs token dynamics
-What Inception looks for in managers on the FoF side, and why launch a FoF arm as an early stage VC
-Notable portfolio companies

Spotify: open.spotify.com/episode/50WFbg…
Apple: podcasts.apple.com/us/podcast/dav…

Excited to publish our latest piece examining the current environment for investing in crypto equities vs. tokens.

We believe the industry has reached an inflection point where the old way of making money in crypto has evolved alongside industry maturation, and that investors must understand this new paradigm in order to best position themselves for the future.

Highlights and link below:

Great conversation with @VelvetMilkman of @FigmentCapital for Ep 35 of Inside the Hutt. Links below. We covered a lot of ground including:

-Jim's background in accounting and transition to crypto VC
-Overview of Figment Capital, strategy, and history with @Figment_io
-Investing in infra vs apps
-Investing in apps on mature vs. emerging blockchains
-Current token launch dynamics
-Most underrated/overrated areas
-Back and forth between savings and gambling culture
-Biggest learnings as an emerging fund manager
-Certain portfolio companies Jim is excited about

Spotify: open.spotify.com/episode/7d1eq0…
Apple: podcasts.apple.com/us/podcast/jim…