The Pomp Podcast cover image

#703 Uncovering Alpha in the Crypto Market w/ Delphi Digital

The Pomp Podcast

00:00

Concentration Bursts - How to Recycle That Capital

You made very concentrated bets. You didn't have a tonic capital to demploy, but you continued to make a number of great concentrated bets. Walk through kind of investn strategy, or like acid allication strategy, why concentration bursts have a more diversified portfolio. And then how do you guys think about recycling that capital, given that there's liquidity faster, people can hold it, but they're still na material amount of upside in the market.

Play episode from 10:38
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app