Felipe Montealegre and Noah Goldberg (Theia Capital) on Investing in Internet Capital Markets (EP.668)
On The Brink with Castle Island
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Market Regimes, Flows, and Valuation Drivers
Felipe and Noah discuss current froth, on-chain KPI impacts, liquidity flows (DATS, MicroStrategy), and the tension between short-term reflexivity and long-term S-curve adoption in token valuations.
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