Is There a Blue Ocean in Cryptocurrency?

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I think this is music to my ears because I'm more of a research guy or analyst rather than a trader, whereas in the past few cycles, there are times when I felt like an idiot. But I think on that same note, right, in terms of opportunities, now we're in a pretty strange time in the market where we have a ton of VC funds. In this year alone, we have like 400 VC funds raise $120 billion pouring in the private markets. So my opinion is that I feel like private markets are kind of crowded out. That's where a golden tree is focused right now that we've done a lot of VC as well.

GoldenTree, one of the largest independent asset managers with $47 billion AUM recently announced their official foray into the crypto space with a new subsidiary GoldenChain and a $5.2 million investment in Sushi

While traditional funds entering the crypto space is becoming more common, GoldenTree’s entrance is huge news because of their caliber and active investment strategy

Today on Blockcrunch, we have Avi Felman, GoldenChain’s Head of Digital Asset Trading to share with us:

How might crypto markets evolve over the years
Frameworks for short-term and long-term trading
GoldenChain’s thesis for $5.2 million investment into Sushi and their plans

Host: Jason Choi @mrjasonchoi . Not financial advice.

------------ Timestamps -------------

(00:00:00) – Introduction

(00:01:42) – Avi’s road to investing in crypto professionally

(00:05:52) – GoldenTree, a $47b fund’s foray into crypto

(00:09:19) – Evolution of crypto markets

(00:20:37) – Categorizing different bets

(00:26:12) – System for short-term trading

(00:31:43) – Investing for the long-term

(00:36:30) – GoldenTree’s investment thesis in SUSHI

(00:42:53) – Restructuring a decentralized organization

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----------- More Resources ---------

Guest

Avi Felman’s Twitter: https://twitter.com/AviFelman

Blockcrunch

Blockcrunch VIP: https://blockcrunch.substack.com/

Blockcrunch Twitter: https://twitter.com/theBlockcrunch

Jason Choi’s Twitter: https://twitter.com/mrjasonchoi

------------ Disclosures -------------

Disclaimer: The Blockcrunch Podcast (“Blockcrunch”) is an educational resource intended for informational purposes only. Blockcrunch produces a weekly podcast and newsletter that routinely covers projects in Web 3 and may discuss assets that the host or its guests have financial exposure to. Views held by Blockcrunch’s guests are their own. None of Blockcrunch, its registered entity or any of its affiliated personnel are licensed to provide any type of financial advice, and nothing on Blockcrunch’s podcast, newsletter, website and social media should be construed as financial advice. Blockcrunch also receives compensation from its sponsor; sponsorship messages do not constitute financial advice or endorsement.