
Fundamental Value: Digital Assets Uncovered
68 episodes — Page 2 of 2
Ep 18Ep. 18 Identifying the Next Big Altcoin with Mitchell Moos (Crypto Briefing)
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.Mitchell Moos is the Managing Editor of Crypto Briefing.This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Mitchell Moos Twitter: https://twitter.com/mitchellmoosMitchell Moos LinkedIn: https://www.linkedin.com/in/mitchellmoos/ Crypto Briefing Website: https://cryptobriefing.com/ Crypto Briefing Twitter: https://twitter.com/crypto_briefing Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ Joshua Frank LinkedIn: https://www.linkedin.com/in/joshua-frank-56950950/ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 17Ep. 17 Thesis Driven Investing with Faizan Khan (Visary Capital)
In our seventeenth episode, Faizan Khan discusses thesis driven cryptocurrency investing, early stage token allocation, and valuation. Faizan Khan is Founder & Managing Partner at Visary CapitalThis podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Faizan Khan Twitter: https://twitter.com/faizanjmkFaizan Khan LinkedIn: https://www.linkedin.com/in/faizanjkhan/Visary Capital Website: https://visary.capital/Visary Capital Twitter: https://twitter.com/VisaryCapitalJoshua Frank Twitter: https://twitter.com/Joshua_Frank_ Joshua Frank LinkedIn: https://www.linkedin.com/in/joshua-frank-56950950/ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 16Ep. 16 Arbitrage with Carlos Betancourt of BK Coin Capital
In our sixteenth episode, Carlos Betancourt discusses market-neutral systematic arbitrage strategies, DeFi security concerns, Bitcoin in a macro context, and risk management. Carlos Betancourt is Founding Principal of BK Coin CapitalThis podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Carlos Betancourt Twitter: https://twitter.com/BetancourtBKC Carlos Betancourt LinkedIn: https://www.linkedin.com/in/carlosibetancourt/BK Coin Capital Website: https://bkcoincapital.com/ BK Coin Capital Twitter: https://twitter.com/BKCoinCapital Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ Joshua Frank LinkedIn: https://www.linkedin.com/in/joshua-frank-56950950/ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 15Ep. 15 - Bringing Crypto to the Masses with Aaron Malone (Crypto101)
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. Aaron Malone is a Co-Host of the Crypto101 PodcastThis podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Aaron "PizzaMind" Malone Twitter: https://twitter.com/PizzaMindCrypto101 Twitter: https://twitter.com/CRYPTO101Pod Crypto101 Website: https://crypto101podcast.com/ Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ Joshua Frank LinkedIn: https://www.linkedin.com/in/joshua-frank-56950950/ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 14Ep. 14 - Crypto Dark Pools with Danny Kim (SFOX)
In our fourteenth episode, Danny Kim discusses the launch of SFOX's dark pool, order routing, liquidity, and the institutionalization of digital assets. Danny Kim is the Head of Revenue at SFOX.This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Danny Kim LinkedIn: https://www.linkedin.com/in/danielandrewkim/Danny Kim Twitter: https://twitter.com/mrkimcrypto?lang=enSFOX Twitter: https://twitter.com/sfox SFOX Website: https://www.sfox.com/Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ Joshua Frank LinkedIn: https://www.linkedin.com/in/joshua-frank-56950950/ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 13Ep. 13 - Valuing a Community with Lou Kerner
In our thirteenth episode, Lou Kerner discusses the rise of stablecoins, his attempt to purchase Facebook in 2004, the value of communities, and crypto fundamentals.Lou Kerner is the Founder of JustStable.This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Lou Kerner LinkedIn: https://www.linkedin.com/in/loukerner/Lou Kerner Twitter: https://twitter.com/loukernerLou Kerner Medium: https://medium.com/@loukerner JustStable Website: https://juststable.com/Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ Joshua Frank LinkedIn: https://www.linkedin.com/in/joshua-frank-56950950/ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 12Ep. 12 - Crypto Derivatives with Pankaj Balani (Delta Exchange)
In our twelfth episode, Pankaj Balani discusses reference pricing, derivatives, altcoins, and why crypto community matters. Pankaj Balani is Co-Founder & CEO at Delta ExchangeThis podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Pankaj Balani LinkedIn: https://www.linkedin.com/in/pankaj-balani-4842988/Pankaj Balani Twitter: https://twitter.com/pankaj_delta_exDelta Exchange Twitter: https://twitter.com/Delta_ExchangeDelta Exchange Website: https://www.delta.exchange/Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ Joshua Frank LinkedIn: https://www.linkedin.com/in/joshua-frank-56950950/ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 11Ep. 11 - Beating a Bitcoin Benchmark with Chris Matta
In our eleventh episode, Chris Matta discusses his transition from Goldman Sachs to crypto, the challenges with launching a digital asset hedge fund, why a Bitcoin+ strategy is so appealing to investors, and why funds often underperform BTC.Chris Matta was formerly a Co-Founder at Crescent Crypto This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Chris Matta Twitter: https://twitter.com/chriscryptonite Chris Matta LinkedIn: https://www.linkedin.com/in/christopher-matta/Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ Joshua Frank LinkedIn: https://www.linkedin.com/in/joshua-frank-56950950/ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 10Ep. 10 - Tri-Party Repo with Paul Sacks (Digital Gamma)
In our tenth episode, Paul Sacks discusses the applications of TPR in crypto, rehypothecation, credit risk, and DeFi Mania.Paul Sacks is a Co-Founder of Digital GammaThis podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Paul Sacks LinkedIn: https://www.linkedin.com/in/paulsacks-digitalgamma/Digital Gamma Twitter: https://twitter.com/digital_gammaDigital Gamma Website: https://www.digital-gamma.com/Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 9Ep. 9 - Data Driven Trading with Avaneesh Acquilla
In our ninth episode, Avaneesh Acquilla discusses starting the first regulated fund in Hong Kong, event-driven crypto trading, and what it means to be a CIO in crypto.Avaneesh Acquilla is the Founder & CIO of Arrano Capital.This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Avaneesh Acquilla Twitter: https://twitter.com/AvAcquillaArrano Capital Website: https://www.arranocapital.com/Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 8Ep. 8 - Liquidity with Sacha Ghebali of Kaiko
In our eighth episode, Sacha Ghebali discusses the state of cryptocurrency liquidity, fake trading volume, his journey from aerospace engineering to crypto data, Uniswap, DeFi, and so much more. Sacha Ghebali is the Outreach Officer at Kaiko, a leading market data company.This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Philip Gradwell Twitter: https://twitter.com/philip_gradwellChainalysis Twitter: https://twitter.com/chainalysisChainalysis Website: https://www.chainalysis.com/Chainalysis Market Intel: https://markets.chainalysis.com/Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 7Ep. 7 - An Economists Take on Bitcoin with Philip Gradwell (Chainalysis)
In our seventh episode, Philip Gradwell discusses how Chainalysis helped the US government arrest the Twitter hacker, how blockchain analytics explains the economics of Bitcoin, and how data can help us understand both the supply and demand side of cryptocurrency.Philip Gradwell is Chief Economist at Chainalysis, the leading blockchain analysis company.This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Sacha Ghebali Twitter: https://twitter.com/sgheb?lang=enKaiko Twitter: https://twitter.com/KaikoDataKaiko Website: https://www.kaiko.com/Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 6Ep. 6 - The State of Crypto Hedge Funds with James Zhang (Black Panther Capital)
In our sixth episode, James Zhang discusses growing up in the Congo, starting a crypto fund of funds, conducting due diligence on hedge funds, the outlook on cryptocurrency in China, and forming one of the premiere family office investing networks around the globe. James Zhang is a Co-Founder of Black Panther Global, a preeminent family office in China, and the founder of a cryptocurrency fund of funds.This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Black Panther Capital Website: http://www.blackpanthercapital.com/Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 5Ep. 5 - The Science of Crypto Markets with Quantfiction & BitDealer (Markets Science)
In our fifth episode, Quantfiction & BitDealer of Markets Science discuss the importance of taking a data-driven approach to crypto trading, the lack of objectivity in digital assets, why the CME gap isn't as advertised, and why they believe technical analysis sucks.Quantfiction & BitDealer are the Co-Founders of Market Science. Markets Science provides traders with daily reports, long form research, & analytics tools. They believe in objective, actionable, unbiased information & offer a unique look into the market through robust solutions & a data driven approach. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Markets Science Website: https://marketsscience.com/Markets Science Twitter: https://twitter.com/marketssciencehttps://twitter.com/quantfictionhttps://twitter.com/Bitdealer_Joshua Frank Twitter: https://twitter.com/Joshua_Frank_ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 4Ep. 4 - Tokenization, Listings, and Trading Trends with Yoni Assia (eToro)
In our fourth episode, Yoni Assia discusses the tokenization of everything, how eToro decides which cryptocurrencies to list, crypto vs. equity trading on eToro, and the power of social trading.Yoni Assia is a Co-Founder and CEO at eToro, the leading social trading platform with over 14M active users. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.eToro Website: https://www.etoro.com/eToro Twitter: https://twitter.com/eToroYoni Assia Twitter: https://twitter.com/yoniassiaThe TIE's CopyPortfolio on eToro: https://www.etoro.com/copyportfolios/thetie-longonlyJoshua Frank Twitter: https://twitter.com/Joshua_Frank_ The TIE Twitter: https://twitter.com/TheTIEIO The TIE Website: https://thetie.io/
Ep 3Ep. 3 - Investor Relations & DeFi Mania with Evan Feng (Tapestry Capital)
In our third episode, Evan Feng discusses his transition from Citadel & Point72 to crypto, the craziness of DeFi, YAM, and LINK, why crypto needs better investor relations, and how his fund makes informed investment decisions.Evan Feng is the Founder & CIO of Tapestry Capital, a long-short discretionary hedge fund focused on liquid secondary market trading.This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Tapestry Capital Website: https://www.tapestrycapital.fund/ Evan Feng Twitter: https://twitter.com/EvanTheFengEvan Feng Medium: https://medium.com/@evanfengJoshua Frank Twitter: https://twitter.com/Joshua_Frank_The TIE Twitter: https://twitter.com/TheTIEIOThe TIE Website: https://thetie.io/
Ep 2Ep. 2 - Token Economics & Discovery with Kevin Kelly (Delphi Digital)
In our second episode, Kevin Kelly discusses his transition from Bloomberg to crypto, the research techniques his firm has brought from traditional finance, how he thinks about token economics, how Delphi identifies new tokens to cover, and what makes Delphi's token research unique.Kevin Kelly is a Co-Founder and Chief Market Strategist at Delphi Digital, the premiere research firm in digital assets. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.Delphi Digital Website: https://www.delphidigital.io/Delphi Digital Twitter: https://twitter.com/Delphi_DigitalKevin Kelly Twitter: https://twitter.com/Kevin_Kelly_IIJoshua Frank Twitter: https://twitter.com/Joshua_Frank_The TIE Twitter: https://twitter.com/TheTIEIOThe TIE Website:https://thetie.io/
Ep 1Ep. 1 - Cryptocurrency Due Diligence with Katie Talati (Arca)
In our first ever episode, Katie Talati discusses how she due diligences token projects, the research techniques her team has brought over from traditional finance, how Arca identifies new assets for trading, and how she defines fundamentals for crypto.Katie Talati is the Head of Research at Arca, a full-service cryptocurrency investment management firm. At Arca, Katie is responsible for identifying and analyzing investment opportunities for Arca’s hedge fund product. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any investment or course of action.