fehrsam
@fehrsam
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
A broad, long-horizon adoption thesis: younger consumers may favor crypto wallets over traditional bank accounts. Actionability is limited because it’s a general forecast without near-term catalysts, timing, or specific products/companies mentioned.
A broad, long-horizon adoption thesis: younger consumers may favor crypto wallets over traditional bank accounts. Actionability is limited because it’s a general forecast without near-term catalysts, timing, or specific products/companies mentioned.
A broad, long-horizon adoption thesis: younger consumers may favor crypto wallets over traditional bank accounts. Actionability is limited because it’s a general forecast without near-term catalysts, timing, or specific products/companies mentioned.
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Fred Ehrsam @FEhrsam Oct 28, 2021 How it started How it's going
The source contains only the text “How it started / How it’s going” (a meme-style post) with no market, macro, company, product, or catalyst details. It is not actionable for investment analysis.
Fred Ehrsam @FEhrsam Sep 14, 2021 At some point, kids will stop opening bank accounts and just have crypto wallets
A broad, long-horizon adoption thesis: younger consumers may favor crypto wallets over traditional bank accounts. Actionability is limited because it’s a general forecast without near-term catalysts, timing, or specific products/companies mentioned.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
A broad, long-horizon adoption thesis: younger consumers may favor crypto wallets over traditional bank accounts. Actionability is limited because it’s a general forecast without near-term catalysts, timing, or specific products/companies mentioned.
A broad, long-horizon adoption thesis: younger consumers may favor crypto wallets over traditional bank accounts. Actionability is limited because it’s a general forecast without near-term catalysts, timing, or specific products/companies mentioned.
A broad, long-horizon adoption thesis: younger consumers may favor crypto wallets over traditional bank accounts. Actionability is limited because it’s a general forecast without near-term catalysts, timing, or specific products/companies mentioned.
A broad, long-horizon adoption thesis: younger consumers may favor crypto wallets over traditional bank accounts. Actionability is limited because it’s a general forecast without near-term catalysts, timing, or specific products/companies mentioned.
A broad, long-horizon adoption thesis: younger consumers may favor crypto wallets over traditional bank accounts. Actionability is limited because it’s a general forecast without near-term catalysts, timing, or specific products/companies mentioned.
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@fehrsam
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