Mark Coe (Intrinsic Edge) on Blockchain Public Equity Investing (EP.249)
On The Brink with Castle Island
00:00
Is There a Lack of Interest in Cryptocurrencies?
There's a real derth of cell side sponsorship and coverge. The models are dated and they are fraught with wrong assumptions, which give us a bar to arbitrage against. And i think as all this enfalds, we would expect institutions to get more comfortable and that valuations will become more in line with what we think where they be trading yets.
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