Episodes
Wes Tang-Wymer is co-founder of Room40, a crossover investment firm focused on crypto. Room40's platform consists of a multi-strategy hedge fund and early-stage venture funds. Prior to Room40, Wes was a founding team member of SoftBank Group International and SoftBank Vision Fund, where he oversaw investments and held board roles across a range of growth stage companies in the fintech, transportation, and logistics sectors. Before SoftBank, he was an equities investment analyst at Point72....
Published 03/27/24
Published 03/27/24
David is a Senior Portfolio Manager at M31 Capital, a global crypto investment firm with institutional-grade liquid token and venture strategies. He previously co-founded Omnichain Capital, a thesis-driven liquid token fund focused on Web3 infrastructure and middleware. Before entering crypto full-time in early 2021, David spent ten years in traditional finance, advising and investing in technology companies. —– This episode is brought to you by: Global Coin Research (“GCR”) is a...
Published 02/26/24
Theia is a liquid digital assets fund applying the principles of prudent investing to blockchain, led by Co-Founders CEO John McNiff and CIO Felipe Montealegre.    Prior to founding Theia, John worked in the private equity group at Goldman Sachs, investing in opportunistic real estate and asset management companies. John received his MBA from Massachusetts Institute of Technology and a B.A. in History from Yale University.   Prior to founding Theia, Felipe was a Vice President on the...
Published 02/08/24
Chris Abiaad is the founder of Frens Capital, a liquid venture fund with a long-only strategy investing based on fundamentals. He previously spent 10 years as a builder in Web2 focused on product, working with data companies such as Enigma.com. Chris has been involved in the cryptocurrency market since 2016 while he was pursuing his MBA at Cornell Tech. He's since built a vast knowledge base of the markets and a solid investment track record, which has led him to the launch of Frens Capital...
Published 12/07/23
James Ho is co-founder and Managing Partner of Modular Capital, a fundamental and thesis driven crypto investment firm that invests across liquid tokens and early stage venture. Previously, James was a Principal at Altimeter Capital, a $10 billion technology crossover investment firm where he focused on fintech and crypto investments. Prior to Altimeter, James was a Vice President at D. E. Shaw, a $50 billion global multi-strategy hedge fund, covering technology, payments and fintech in the...
Published 11/09/23
Diogenes Casares is the founder of Patagon Management, a digital assets investment firm with a focus on activist investing and risk-on arbitrage. Diogenes is currently attending NYU.   -----   This episode is brought to you by:   Global Coin Research ("GCR") is a community-first research and investment DAO. GCR’s mission is to create a community-driven investment DAO where the best web3 deals are sourced by community members for community members.  This discussion was recorded in our...
Published 07/26/23
Stephen McKeon is a managing partner at Collab+Currency, a web3-focused venture fund that has completed over 120 deals across nearly every corner of crypto.  Today Collab+Currency focuses almost exclusively on consumer applications and infrastructure.  Previously, Stephen was a tenured finance professor at the University of Oregon, and also taught at Cambridge University, and UC Berkeley. ----- This episode is brought to you by: Global Coin Research ("GCR") is a community-first research...
Published 06/15/23
Eric Chen is the co-founder and CEO of Injective Labs, a research and development company focused on creating unmatched decentralized finance solutions. Injective Labs is one of the core contributors to Injective, a blockchain built for finance. Injective is one of the largest Cosmos projects, garnering interest from leading professionals across hedge funds, venture capitals and blockchain projects, including but not limited to Pantera Capital, Mark Cuban, Hashed and Binance. ----- This...
Published 05/31/23
Sonya Kim is the founder of Progrmd Capital, an actively managed, long-term focused liquid token fund. Prior to launching Progrmd, Sonya worked at Aberforth Partners and Kiltearn Partners, privately-owned investment firms in Edinburgh, where she helped manage several billion dollars of institutional client capital in undervalued public equities. Sonya began her career as an Investment Risk Analyst at Baillie Gifford, a global growth investor notable for its successful implementation of the...
Published 05/16/23
Peter Pan is the Co-Founder and Co-Summoner of Hydra Ventures. Hydra Ventures is the first dedicated fund backing investment DAOs. Operating as a DAO itself, Hydra Venture’s mission is to proliferate community first investing across all of web3.  Peter is also a partner at 1k(x) Capital, an early stage investment firm specializing in crypto ecosystem growth, and a co-founder of MetaCartel Ventures, Ethereum’s earliest investment DAO investing in early stage crypto projects.   -----   This...
Published 05/01/23
Anthony Avedissian is a Partner at Seed Club Ventures, a $25 million Venture DAO investing in early-stage projects building infrastructure and applications that improve decentralized coordination. Seed Club Ventures was launched in partnership with Seed Club, the leading accelerator for builders at the intersection of crypto, culture, and community.    -----   This episode is brought to you by:   Skolem Technologies provides institutional grade data and trade execution services for...
Published 03/22/23
Simiao Li is the Founder and CIO of Maverick Crypto.  Maverick Crypto is a crypto native research and investment platform focused on advancing "ultra-liquid crypto Capitalism". Simiao was previously an Investment Associate at Bridgewater Associates and has experience investing across macro, growth equities, and crypto.  Simiao graduated from Yale where he dual-majored in Economics and Political Science.   -----   This episode is brought to you by:   Skolem Technologies provides...
Published 03/06/23
James is the co-founder and Managing Partner at North Island Ventures, a crypto-focused investment firm founded in 2020. James leads the firm’s research efforts, and is passionate about leveraging data to uncover new trends, inform investment decisions, and support portfolio companies. James has been a full-time crypto investor since 2018, and was previously Head of Research at Coatue Management. James holds an AB in Economics from Harvard.    -----   This episode is brought to you by: ...
Published 01/17/23
Gregory d’Incelli is the co-founder of Scenius Capital. Scenius is a digital assets and blockchain technology investment firm focused on providing sophisticated investors curated access to best-in-class opportunities via portfolio funds, co-investment and direct investment. Scenius manages a hedge fund of funds and is launching a venture fund of funds. Greg is a former lawyer and litigator who turned a passion for digital assets into a career as a crypto fund manager. Greg has degrees from...
Published 12/02/22
Amit Mukherjee is the founder of Chainforest. Chainforest is a venture DAO that invests primarily at the pre-seed stage into web3 founders. Chainforest has a unique structure from other venture DAOs - it curates a small, selective community, who have the opportunity to support the DAO and its investing process in exchange for a tokenized interest in the fund. Amit also serves as Co-Treasury Lead at Friends With Benefits and previously, Amit was a Partner at the venture capital firm NEA.  Amit...
Published 10/17/22
Brett Palatiello is a partner and head of blockchain at Interplay. Interplay is a platform that supports founders in numerous ways, including VC capital, mentorship, services and education.  Prior to joining Interplay, Brett was the Head of Systematic Macro & Equities at Ridgewood Analytica where he provided research and consulting services to hedge funds, wealth managers, and family offices. Before that, Brett was a partner and portfolio manager at Spring Valley Asset Management where he...
Published 10/06/22
Nihar Shah and Lucas Baker are researchers and investors at Jump Crypto, the crypto division of Jump Trading Group, a research-driven quantitative trading firm.  Jump Crypto is committed to building and standing up critical infrastructure needed to catalyze the growth of the crypto ecosystem. They study questions regarding protocol and mechanism design, tokenomics, stablecoins, optimal governance, core blockchain infrastructure, and the financial stability of crypto ecosystems. Lucas...
Published 09/21/22
Adam Struck is the Founder and Managing Partner at Struck Crypto. Adam is also the Founder and Managing Partner of Struck Capital as well as the CEO of Struck Studio. Struck Crypto is a permanent capital evergreen vehicle with over $100M AUM and has been investing in the blockchain space since 2017. The firm was the first ever investor in leading deals such as Mythical Games and Zero Hash. The firm was also an early backer of leading Layer-1s in the space such as Algorand and Hashgraph, as...
Published 09/11/22
Jason Hitchcock is the founder and General Partner of 4 Moons, a firm that invests in web3 assets and advises hedge funds on liquid token strategies. Prior to his move into crypto, Jason spent a decade at early stage startups across gaming, adtech, social, and e-commerce.  Jason was part of the founding team of Bebo, a live streaming app which was acquired by Twitch. While at Twitch, Jason led fandom strategy for their original content programs. Jason’s been investing in crypto since 2016 and...
Published 08/11/22
Today our guest is Brooke Pollack, the Founder & Managing Partner of Hutt Capital, a blockchain venture capital fund of funds platform. Prior to Hutt Capital, Brooke spent a decade investing across private fund, secondary and direct strategies with leading global investment firms. Most recently, he spent more than four years with Greenspring Associates, a venture capital platform with over $17 billion assets under management, where he spearheaded their blockchain and crypto efforts....
Published 07/26/22
Today our guest is Yida Gao, founder of Shima Capital.  Shima Capital is an early stage VC firm investing in disruptive crypto and Web3 companies.  The fund has a strong roster of backers including Dragonfly Capital, Digital Currency Group, Tiger Global, Brevan Howard, Bill Ackman and other strategic investors. Prior to Shima, Yida was a technology investor at New Enterprise Associates and an M&A banker at Morgan Stanley. Yida also teaches Crypto Finance every spring semester at MIT.  He...
Published 07/13/22
Our guest today is Ali Hassan, Founding Partner at Perceptive Capital. Perceptive Capital is an actively managed investment fund that employs a discretionary, multi-strategy approach.  The three main strategies are fundamental directional long, DeFi productivity, and venture.  Prior to co-founding Perceptive Capital, Ali founded Crescent Crypto Asset Management and prior to that was a venture investor at Fairview Capital.  Ali started his career at Goldman trading equities and options by day...
Published 07/07/22
Our guest today is Andrew Woodruff, co-founder, PM & CIO of Black Lotus Capital. Black Lotus is a fundamental long-term-oriented generalist digital assets hedge fund. Black Lotus is focused on liquid tokens that have sustainable differentiated competitive moats, token value capture, are undervalued and have a clear path to real world adoption. Prior to co-founding Black Lotus, Andrew led the primary research division for the past 8 years at Slate Path, a multi-billion dollar Tiger Cub...
Published 06/21/22
Our guest today is Ape/rture from Deus Ex Dao. Ape/rture is a data science enthusiast with a heart for building out innovative ideas. He has been active in the crypto space since 2017, with a focus on research, trading, educating, content creation and community building. He uses a  combination of fundamental and technical analysis to analyze human psychology and market action. Ape/rture is currently a Council member at Deus Ex DAO, a decentralized investment community, angel syndicate and...
Published 06/07/22