Investing
Capital allocation in crypto: venture funding and theses, funds, ETFs, treasury companies, and how institutions and individuals build positions.
792 talks
- Crypto: The End of the Beginning
- Crypto After the Washout: The Case for Active Management
- Crypto Spring Turning Into Full Blown Bull Market
- Crypto x AI: Funding the Next Industrial Revolution
- The Great Reallocation: Where Crypto Capital Goes Next
- Asia's AI & Crypto Decade
- Crypto's Identity Crisis: What Are We Actually Betting On?
- Why We Back Founders, Not Narratives
- DeFi 2.0: Assets Catching up To Primitives
- The Exponential Age
- The Next Cycle: Investing in a Changed Market
- Why Bitcoin keeps showing strength: lockout rally and the four-year cycle
- Ethereum versus Solana versus Sui: a framework for the next cycle
- Tokenized stocks on Base and onchain lending
- Standard Chartered's Geoffrey Kendrick on DeFi blue chips and tokenization
- How Ethereum Could Change The Outcome Of History
- Ethereum as an Allocation: Conviction, AI, and Market Structure
- Ethereum's outlook alongside Bitcoin and macro
- Hyperliquid And Onchain Perps Will Eat Binance
- The Bull Market Is Back! But Bitcoin Isn't Leading It?
- The altcoins best positioned to win this bull market
- Bitcoin's macro role and the case for Hyperliquid: 21Shares' Eliezer Ndinga
- Bitcoin's breakout and the CLARITY Act overhang: is the bull market back?
- How Real Adoption Is Setting The Stage For The Biggest Digital Assets Bull Ever