This podcast episode explores the speaker's journey and perspective in the cryptocurrency industry. They discuss the origin story and strategy of 1confirmation, highlighting the importance of finding founders focused on making significant bets in the pre-product stage. The conversation covers their early experience with Bitcoin and the conviction that led them to become one of the early users of Coinbase. The speaker reflects on their initial attraction to Bitcoin as a social movement and the importance of shared beliefs and community in shaping the narrative around cryptocurrencies. They also delve into various investment decisions, including their thoughts on Degen, Farcaster, and Steemit. The podcast emphasizes the concept of counter signals in investment decision-making and the need for financial alignment in the cryptocurrency industry. The speaker emphasizes the transformative power of belief, the impact of social validation, and the significance of having personal investment in the evolving world of cryptocurrency and NFTs.