#494: Santiago Roel Santos, CEO of Inversion, on Crypto’s Valuation Problem, Mental Models, and the Current State of Crypto

Santiago Roel Santos is the founder and CEO of Inversion a crypto-native holding company that acquires and transforms traditional businesses using blockchain technology. He is among the most active investors in crypto, having backed over 150 startups and many industry leaders over the past decade. Previously, Santiago was a Partner at ParaFi Capital, an institutional blockchain investor managing over $1 billion. He also held investment roles at Sageview Capital, a $2 billion growth equity firm focused on software and tech-enabled businesses, and at JP Morgan’s Investment Banking Financial Sponsors Group. In this conversation, we discuss:- Recent substack post - You don’t value casino flow like recurring software revenue  - Infrastructure vs application value - Crypto’s valuation problem - Why most blockchains today are overvalued and how value will flow to the businesses built on crypto rails - Mental models - Systemic friction is a huge business opp - Techno-optimism is at an all-time high - Prediction markets are a better version of the media Inversion X: @inversion_capWebsite: inversioncap.comLinkedIn: InversionSantiago Roel SantosX: @santiagoroelLinkedIn: Santiago R.---------------------------------------------------------------------------------This episode is brought to you by PrimeXBT.PrimeXBT offers a robust trading system for both beginners and professional traders that demand highly reliable market data and performance. Traders of all experience levels can easily design and customize layouts and widgets to best fit their trading style. PrimeXBT is always offering innovative products and professional trading conditions to all customers.  PrimeXBT is running an exclusive promotion for listeners of the podcast. After making your first deposit, 50% of that first deposit will be credited to your account as a bonus that can be used as additional collateral to open positions. Code: CRYPTONEWS50 This promotion is available for a month after activation. Click the link below: PrimeXBT x CRYPTONEWS50FollowApple PodcastsSpotifyAmazon MusicRSS FeedSee AllFollowApple PodcastsSpotifyAmazon Music

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