EP 24: QED’s Frank Rotman Talks Crypto and Capital One Origins, Plus Redpoint’s Own TikTok Guy Revealed

In the 24th episode of Cartoon Avatars, QED Investors Co-Founder and CIO Frank Rotman joins the crypto debate with Zach, and discusses Capital One’s unique origins and structure with Logan. Plus the “Redpoint TikTok Guy” Rashad Assir is finally revealed in his first appearance on the pod.(0:00) Intro(0:44) Introducing Rashad Assir(3:25) Introducing Frank Rotman(6:36) History of Capital One(14:40) Building the infrastructure(16:25) Starting QED(18:29) Frank’s Web3 journey(24:15) Where’s the substance?(28:37) What in crypto makes the most sense?(30:48) Lending vs Leverage(36:55) Crypto in different countries(45:14) Products are the hard part(50:24) Noisy data(52:40) To what extent is this interesting?(1:00:16) The oracle problem(1:07:47) Protections of a bank(1:12:45) Reversibility(1:17:52) Embedded features(1:23:13) Mercenaries vs missionaries(1:27:13) Web3 living up to its name(1:36:06) Immutable public database(1:39:09) Outro Links:https://www.tiktok.com/@redpoint?lang=enhttps://www.tiktok.com/@corporayshid?lang=en Mixed and edited: Justin HrabovskyProduced: Andrew Nadeau and Rashad AssirExecutive Producer: Josh MachizMusic Griff Lawson 🎙 Listen to the showApple Podcasts: https://podcasts.apple.com/us/podcast...Spotify: https://open.spotify.com/show/5WqBqDb...Google Podcasts: https://podcasts.google.com/feed/aHR0... Follow on Socials📸 Instagram - https://instagram.com/cartoonavatars🐦 Twitter - https://twitter.com/cartoonavatars🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars About the ShowA Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise. Executive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA 🎙 Listen to the show Apple Podcasts: https://podcasts.apple.com/us/podcast/the-logan-bartlett-show/id1606770839Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg 🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1 Follow on Socials 📸 Instagram - https://www.instagram.com/theloganbartlettshow🐦 Twitter - https://twitter.com/loganbartshow🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow About the Show Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.