Displaying episodes 1 - 30 of 43 in total
Phil Bonello (Head of Research at Grayscale Investments) joins The TIE's Fundamental Value Podcast to discuss valuing Bitcoin and Ethereum, why EIP 1559 is scary for institutions, and why FDV does not matter.
Marc Weinstein (Head of Platform at Mechanism Capital) joins The TIE's Fundamental Value Podcast to discuss why he thinks the metaverse is such a vast investment opportunity, identifying the next big early stage crypto project, maintaining conviction through volatility, and sizing positions.
Andrew Levine (CEO of Koinos Group) joins The TIE's Fundamental Value Podcast to discuss the limitations of smart-contract platforms today, the Justin Sun - Steem debacle, and why the Koinos team is so wholeheartedly convinced that a fee-less, modular upgradable, and multi-lingual blockchain is needed.
Hassan Bassiri (VP Portfolio Management at Arca) joins The TIE's Fundamental Value Podcast to discuss Binance Smart Chain, Solana, AVAX, and the heating up L1 race, trading DeFi at scale, and managing risk in a bull market.
Shane Ai (Product R&D at Bybit) joins The TIE's Fundamental Value Podcast to chat about the rise of crypto derivatives, heating up competition around layer 1s, how we can use derivative data to make smarter decisions, and the massive growth of DeFi.
For the first time Alex Friedberg and JJ Petersen (Co-Founders at BXB Capital) share the crazy story about how they managed to make more than $1M a day in 2017 on the "Kimchi" premium.
Avi Felman (Head of Trading at BlockTower Capital) joins The TIE's Fundamental Value Podcast to discuss trading crypto bull markets, valuing digital assets, institutional interest, and the rise of DeFi.
Wen Loong Lau (Associate Director of Tembusu Partners) joins The TIE's Fundamental Value Podcast to discuss early stage investing, crypto in Asia, and retail vs. institutional crypto growth.
Mitchell Dong (CEO of Pythagoras Investments) joins The TIE's Fundamental Value Podcast to discuss building scalable systematic arbitrage strategies for crypto, the on-going inefficiencies of crypto derivatives markets, philanthropy, and running one of the largest quantitative funds in digital assets.
Mauricio Di Bartolomeo (Co-Founder & Chief Strategy Officer of Ledn) joins The TIE's Fundamental Value Podcast to discuss crypto mining, why the USDC airdrop is so important to the people of Venezuela, building lending products for all, and the Latin American crypto market.
Anton Golub (CEO of flovtec) joins The TIE's podcast to chat STOs, colored coins, liquidity, making markets, and why the lightning network will never work. Anton is a crypto OG, and this episode is a can't miss.
In our thirty-second episode Mike Colyer (CEO of DCG Foundry) discusses Digital Currency Group's $100M+ investment in North American cryptocurrency mining, providing financing to miners, miners (shrinking) influence over price, why producing new equipment is so difficult, and more.
In our thirty-first episode Matthew Edwards (CEO and CIO at Dalpha Capital) discusses conducting due diligence on and investing in crypto funds, the traits he looks for in fund managers, how he handles funds with small track records, and benchmarking performance.
In our thirtieth episode Chen Arad (COO at Solidus Labs) discusses shared-surveillance as a fundamental infrastructure necessity for regulated crypto growth.
In our twenty-ninth episode Chris Thomas (Head of Digital Assets at Swissquote Bank) discusses custody, interest-bearing products, and attracting institutional capital to the cryptocurrency space.
In our twenty-eighth episode Thomas Klocanas (Principal at White Star Capital) discusses research-driven crypto investing, digital collectibles, and evaluating early stage token deals.
In our twenty-seventh episode Dan Hannum (COO of ZenLedger & Founder of Hannum Capital Management) discusses crypto taxes, raising capital from Larry King, and investing in picks and shovels businesses.
In our twenty-sixth episode Thor Chan (CEO of AAX) discusses cryptocurrency exchange differentiation, leveraging LSEG's matching engine for crypto, and attracting liquidity from both retail and institutional customers.
In our twenty-fifth episode Samantha Bohbot discusses DCGs state of crypto report and her experience one year down the crypto rabbit hole.
In our twenty-fourth episode Aya Kantorovich discusses cryptocurrency market structure, institutional trading, growing the TAM, and crypto fundamentals.
In our twenty-third episode, Joel Edgerton discusses how we make cryptocurrency attractive to billions of potential users across the world, listing new assets, and global cryptocurrency regulation.
In our twenty-second episode, John Peurifoy discusses how FPG helps institutions trade at scale with limited slippage, liquidity, and token valuation.
In our twenty-first episode, John Todaro discusses how he conducts token due diligence, the research techniques he brought over from traditional finance, and building crypto indices.
In our twentieth episode, Thibaut Sahaghian discusses the challenges of the traditional financial banking system and Neobanks, how stablecoins offer a bridge for enterprise cryptocurrency adoption, and the challenges of bad UX in crypto.
Jorge Pesok of Crowell & Moring joins The TIE's Fundamental Value Podcast for our first ever video interview. Jorge dives deep into all of the SEC, DOJ, and CFTC rulings rocking the cryptocurrency industry. Jorge discusses BitMEX, SALT Lending, and Kik, and the implications of each on the crypto industry more broadly.
In our eighteenth episode, Mitchell Moos discusses running a crypto media business, how his team parses through hundreds of altcoins to identify the next big thing, and how he values digital assets.
In our seventeenth episode, Faizan Khan discusses thesis driven cryptocurrency investing, early stage token allocation, and valuation.
In our sixteenth episode, Carlos Betancourt discusses market-neutral systematic arbitrage strategies, DeFi security concerns, Bitcoin in a macro context, and risk management.
In our fifteenth episode, Aaron Malone discusses building a following of tens of thousands of everyday users, simplifying crypto for all, and why community is the most fundamental valuation mechanism for crypto.
In our fourteenth episode, Danny Kim discusses the launch of SFOX's dark pool, order routing, liquidity, and the institutionalization of digital assets.