Welcome to 'On a Tangent' episode 2 , a special segment of Blockcrunch!
Jason and Darryl, prop investors at Tangent, sit down to discuss:
- H1 2024 review
- How to develop edge as an investor
- Bull/bear inflection analysis
- How to conduct conviction reviews
- ETH ETF post-launch
- Verticals
- Jason & Darryl's early days in crypto
And much, much more
Host: Jason Choi @mrjasonchoi . Not financial advice.
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Tangent is a private holdings company managing personal assets and is not a licensed investment advisor nor does it manage or accept any external capital. Nothing discussed is a solicitation for investment and is for entertainment purposes only.
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Timestamps:
(01:14) Introduction
(03:04) Tangent: H1 2024 review
(05:24) Developing edge as an investor
(14:42) Bull/Bear inflections
(31:37) Reassessing convictions
(34:27) ETH ETF review
(37:42) Cycle patterns
(43:05) Verticals
(46:00) Crypto x AI
(53:51) Jason & Darryl’s start in crypto
(56:30) Diversification vs concentration
(59:43) Outro
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Twitter accounts:
Jason Choi’s Twitter:
https://twitter.com/mrjasonchoi
Darryl Wang's Twitter:
https://x.com/0xWangarian
Blockcrunch Twitter:
https://twitter.com/theBlockcrunch
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Partner message:
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Find out more at https://aptosfoundation.org/
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Blockcrunch VIP:
https://blockcrunch.substack.com/
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Disclaimer:
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.
Full disclaimer: https://blockcrunch.substack.com/about
