Eric abramson

I think of it more as like, I always think in a way to make great investments, you have to be okay looking, crazy, maybe even stupid in the short term.

On the outside, like and then but it comes from a place of deep conviction when you're when you're in front of the entrepreneur and they have they see something that other people don't see.

You feel it, too.

And nobody else who hasn't had that conversation sees it.

And so from the outside, and you see all the time, like it could be people always critique other people's investments.

Like, oh, I can't believe that person did this.

I looked at that deal and that's... Yeah, exactly.

I remember when we invested in Chainalysis.

Which was your first deal, right?

Yes.

All the ICOs were going crazy.

Everybody was thinking about tokens.

And two people I remember calling me after we announced it, it's like...

You invest it in a SaaS company?

Shouldn't you be putting the money in tokens or Bitcoin?

They're going to the moon.

What are you doing?

And not wrong, but also not right.

It looked like a stupid investment in the beginning before it can have the room.

And so I think part of the relationship that we then have with each other is that comfort that seeing something that can be contrarian or misunderstood from the outside and