Alyse Killeen is the Founding Partner at Stillmark, a Bitcoin focused VC firm.
Alyse and I spoke about her focus on investing in Bitcoin companies, the things Alyse looks for in founders and startup pitches, and the particular segments of Bitcoin and the Lightning Network she is most excited about in 2022.
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Timestamps
00:00 - Intro 01:15 - Alyse Killeen Intro 03:42 - Why Is Stillmark Focused on Bitcoin? 08:33 - Investing in Bitcoin vs. Bitcoin Companies 10:39 - Emerging Bitcoin Companies 20:28 - Investing in Tokens vs. Equity 23:03 - Is Bitcoin Innovation Constrained by Capital? 25:30 - Can There Be Too Much Capital in Bitcoin Companies? 29:22 - Down Rounds in VC Investing 33:34 - Benefits of Investing In Bitcoin Startups 38:14 - Web 2 Monopolies vs. Bitcoin Companies 42:57 - Competitive Moats for Bitcoin Companies 47:26 - Investing in the Lightning Network 49:19 - Should Large Bitcoin Holders Fund Bitcoin Companies? 54:04 - Deciding Which Founders To Invest In 01:01:53 - New Lightning Payment Applications 01:04:39 - Lightning Adoption & Earning Bitcoin 01:11:08 - Bitcoin's Role in Web 3.0 01:15:56 - What Areas of the Internet will Integrate Lightning? 01:19:25 - How Will Newcomers Interact with Lightning? 01:24:07 - The Lightning Round
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A 10 minute clip from this interview (segment from 01:04:39 - 01:11:07) was featured in a later post on SN:
Alyse Killeen | Earning Bitcoin on the Lightning Network #14223
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