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Evan Fisher breaks down why blockchain is more analogous to legal technology than financial technology, why AI-proof moats in crypto are network effects, liquidity, and trust rather than code, and why momentum investors who mistake good metrics for durable value will be this cycle's biggest losers.

Evan Fisher is Founder of Portal Ventures, a pre-seed blockchain investment firm managing $120M across two funds.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps

Guest Socials:Evan Fisher Socials: https://x.com/evanbfishPortal Ventures Socials: https://x.com/portalventuresPortal Ventures Website: https://portal.vc/

Portal VC Founder: How To Invest In A Post-AI World (Huge Changes)

The Rollup

Portal VC Founder: How To Invest In A Post-AI World (Huge Changes)