From: Vincenzo lozzo Sent: Tuesday, July 17, 2018 9:53 PM To: [email protected] Subject: Layerl investment / request for feedback Hello, Jeremy sent=the layerl investment to me and I like the opportunity. I'm thinkin= about investing and bringing in these guys as well (I co-invest with them/=nvest on their behalf on selected deals): https://www.villageglobal.vc/ <https://www.villa=eglobal.vc/> One=area that I'm a bit concerned about is the track record of the foun=ers, their work history seems a little erratic. I'm planning on dri=ling more on that at the next clam but I was wondering if y=u could give me your take on that/the founders once you talk to them? =/div> On the positive side I think there are three main p=ints: 1) the investment it's in the manageme=t company, not the SPV itself. Hence even if grin is a bust they can try wi=h another currency. (I don't think I'd invest in the SPV)</=pan> 2) every tech crypto person I asked seems very excited about grin, so it s=ems a good patient 0 to try this strategy/model on 3) a very similar mod=l seems to work quite well for zcash and chaincode labs on bitcoin Thank you, Vincenzo <=iv id="AppleMailSignature">Sent from my (phone =/body> 1 EFTA_R1_01789321 EFTA02601503