Biggest risks:
  • Arbitrary rules / regulation that makes it difficult to run nodes and use LN payments
  • That I'm investing a bit too early in the wave and that it will either be hard for current portfolio cos to sustain a long bear or that we're still investing the in webvans of LN and the instacarts will come a few years later
Biggest challenges:
  • Determining where in the adoption curve we are and how quickly it will run
  • Personal bandwidth - I love doing this and wish I had even more time to roll up my sleeves and help my portfolio cos gain global adoption