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Think Big. Move Fast.

I’ve been fascinated by the potential disruption that Bitcoin represents. Disruptions like this could create both massive value destruction for incumbents and massive value creation for startups, which is exactly where entrepreneurs and VCs should be playing.

I recently did a couple of guest posts about Bitcoin, one at American Banker, is a quick retrospective on the opportunities and challenges in Bitcoin. The other, at Techcrunch, talks about how much the Bitcoin market needs to grow to build billion dollar markets, and what this means for startups.

I’m excited about the potential for startups. We’ve made a couple of small investments in the ecosystem and are looking to do more. Let me know what you think.