
Mark Coe (Intrinsic Edge) on Blockchain Public Equity Investing (EP.249)
On The Brink with Castle Island
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The Beauty of a Long Short Strategy in Cryptocurrencies
I think we'll see that across a range of industries. Just look at the total addressable market for some of these companies that really are nothing but data monopoly tures. And so my guess is that we'll start to see it in financial services first, but this will pervade really anything where there's an intermediary. Anyone who's bought a house will see that there's a lot of fat in that transaction as wellthat's for sure. So one of the things you must think about all the time is you're running a long short book here. How do you think about managing risk? So what does that look like in the context of the crypto market?
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