Crypto Venture Capital Series Ep. 8: Santiago Santos & CMS Holdings
The Delphi Podcast
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The C-Pre-I Print and the Equity Indexes?
Two weeks ago, it's like a much different thing, right? Like that seemed to be almost like entirely dominated by like macro related stuff which I don't pretend to have any edge in. So yes, like the macro stuff still matters and like obviously it matters and extremes but like we're just like being driven now much more by our own faith and unfortunately not in the right direction. Dan: What would make you guys comfortable enough to go long a significant amount of ETH here on a percentage basis versus just relying on the macro stuff? We'll probably just go back to trackingLike the macro stuff just because there's not like enough dedicated capital right now that has like a big scapat
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