Blockchain Quote by Olaf Carlson-Wee
“Polychain manages a hedge fund that invests exclusively in digital assets. We invest exclusively in protocols, not companies, and we do this by investing in things made scarce through the blockchain.”
About This Quote
Source Company statement: Polychain Capital, 2022
Investing in scarce blockchain protocols aligns with the belief that digital scarcity creates value.
In simple terms: Scarcity in blockchain creates value.
Focus on protocol scarcity.
Themes
Mood
Type
When to use this quote
- portfolio building
- crypto research
- venture capital
- education
Key Concepts
Questions to Reflect On
- Why prioritize scarcity over traditional assets?
- How do you assess protocol value?
Protocol risk and regulatory uncertainty.