Intro

Wyatt sits down with Felipe Montealegre and Noah Goldberg of Theia Capital, a fund investing actively in liquid crypto tokens with strong fundamentals. In this episode:

• What drives crypto market valuations? Fundamentals or supply of capital?
• The imbalance between venture vs hedge fund activity in crypto markets
• Navigating a market where assets become liquid early in their lifecycle
• Talent in the crypto industry
• What makes exceptional founders and team members?
• Using LLMs in investing and general workflow
• Future themes Theia is excited about