In this episode of Empire, we are joined by one of crypto's best traders: Dan Matuszewski. Dan is the founder of CMS, a crypto OG and a prolific trader/investor. We discuss upcoming catalysts, the Coinbase trade, punting on L1s vs L2s, lending markets, what it's like managing a crypto fund and more. This is one of my favorite conversations that you won't want to miss!
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Timestamps:
(00:00) Introduction
(00:35) Surviving FTX
(08:52) Market update and upcoming catalysts
(15:41) The industry is starved for action
(17:40) Deploying in private vs public markets
(21:50) Trading macro
(23:43) Is the lending market dead?
(27:02) Base and the Coinbase trade
(31:30) Punting L1s vs L2s
(34:10) Regulation
(41:25) Anything under a $50M fund doesn’t make sense
(44:11) Blockworks Research
(45:45) Anything under a $50M fund doesn’t make sense
(49:16) Fund sentiment, LSD trade and inefficient markets
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Follow Dan: https://twitter.com/cmsholdings
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Resources
CMS Peary on LSDs
https://cmsholdings.substack.com/p/lsds-rocketpool
https://twitter.com/cmspeary
CMS Intern
https://twitter.com/cmsintern
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
