$100M Bitcoin Fund Is Hunting 1000x Returns With Just 12 Bets | @nico_lechuga 0:00 Intro 2:30 Fund Backstory 5:20 Taproot Opportunity 8:00 What We Missed 10:20 Non‑Custody Boom 13:00 Africa Use Case 15:30 Stablecoin Reality 18:00 Treasury Stock Hype 21:00 Good vs Bad Debt 24:00 Series A Sweet Spot 27:00 VC Math Explained 30:00 Choosing 12 Bets 33:00 Timing Matters 36:00 Layer‑2 Tokens 38:40 Stablecoin On Lightning 41:00 Spend vs HODL 43:30 Institutional Buyers 46:00 Fundraising Lessons 49:00 Cycle Softening 52:00 $70 Million Bitcoin? 55:00 Closing Thoughts 57:30 Post‑Show Chat