Is There a Confluence?

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I've always been really fascinated by the discussion of bed sizes, because I know a lot of investors have their own frameworks for sizing beds. So in terms of how you size beds, like do you have a specific framework or is it different for different types of bed? Yeah, no, we have a framework and yes, it's different for size times for different type of beds. We generally err on the side of caution. And I think size things smaller. It may lead to smaller returns on certain views that we get right but it will also drastically increase the odds that we're around for a longer period of time.

P.S Blockcrunch VIP subs can access exclusive alpha from Hal in our part 2 interview over at http://bit.ly/3iTnsS4

2022 was one of the toughest years to be in crypto with even professional investors suffering from 80-90% losses.

However, crypto hedge fund North Rock Digital reportedly navigated 2022's crises nimbly, and its founder quickly rose to prominence on Twitter for his timely and decisive market commentary.

Today, we have Hal, Founder of North Rock Digital, to share with us:

His transition from equities to crypto
Identifying investable narratives and planning the trade
1 vertical that Hal is looking at right now

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00:00) – Introduction to Hal

(00:05:21) – North Rock Digital’s thesis

(00:11:13) – Equities versus Crypto investing

(00:15:36) – Identifying investable narratives

(00:17:58) – How Hal played the ETH merge

(00:22:26) – Thesis on Short BTC Long ETH

(00:26:56) – Positioning, sizing and exiting trades

(00:34:36) – 1 vertical that Hal is bullish on

More Resources:

Guest

Hal Press’ Twitter: https://twitter.com/NorthRockLP

North Rock Digital’s Website: https://northrockdigital.com/

Blockcrunch

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

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

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

Disclosures:

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.