Diogenes Casares - Special Situations Investing in Crypto
Liquid - Web3 Crypto Investing
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How to Identify and Implement RFV Risk-Free Value Arbitrage
The main thing that we are involved with is what we call book value or RFV risk-free value arbitrage. We look for tokens almost exclusively dows that are trading below their book value. And then we try and implement a lot of the times these projects have a negative equity value as a result of not succeeding or not having a product market fit.
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