Episode 668
Felipe Montealegre and Noah Goldberg (Theia Capital) on Investing in Internet Capital Markets (EP.668)
On The Brink with Castle Island · Castle Island Ventures
September 22, 202551m 27s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Wyatt sits down with Felipe Montealegre and Noah Goldberg of Theia Capital, a fund investing actively in liquid crypto tokens with strong fundamentals. In this episode:
- What drives crypto market valuations? Fundamentals or supply of capital?
- The imbalance between venture vs hedge fund activity in crypto markets
- Navigating a market where assets become liquid early in their lifecycle
- Talent in the crypto industry
- What makes exceptional founders and team members?
- Using LLMs in investing and general workflow
- Future themes Theia is excited about