Crypto follows patterns—just like every major wave of innovation. In this episode, Brad Holden of Protocol VC breaks down what really drives those cycles, how investors separate substance from hype, and where crypto and AI are beginning to converge.
From evaluating early founders to understanding when to double down or step back, Brad shares how top VCs navigate frontier tech markets and what makes a company endure beyond the hype cycle.
Key Takeaways
• Crypto’s ups and downs follow predictable adoption cycles—and understanding that rhythm matters.
• Founders who focus on real problems, not hype, stand out in crowded markets.
• AI and blockchain are intersecting through decentralized compute and data transparency.
• Great founders show conviction, grit, and self-awareness—qualities investors notice immediately.
• The strongest pitches come from founders who lead with their own vision, not what investors want to hear.
Timestamped Highlights
01:20 — Why crypto moves in repeating cycles and what drives each one
03:40 — How blockchain transparency helps investors see real traction
06:00 — Evaluating crypto startups: solving problems vs. chasing novelty
10:49 — How blockchain complements and verifies AI
13:05 — The hidden risk of building around hype
15:53 — Why over-customizing your pitch can backfire
17:50 — How top VCs view pivots and founder adaptability
25:28 — The traits that signal long-term founder success
A line worth remembering
“Being too early is just another way of being wrong—but betting on the right founder can make up for almost anything.”
Call to Action
If you want to understand where crypto and AI actually intersect—and what real investors look for behind the scenes—follow The Tech Trek on Spotify or Apple Podcasts and join the conversation on LinkedIn.