
221: Matthew Dibb – Crypto Fund Takes Flight on Thematic Trading
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Thematic Allocation or Rotation - What's Up?
The first thing is identifying out of the top 200 coins that exist, you know, classifying them as to what they are. Then we then do a analysis on social sentiment for that particular o asset. So we'll go have a loook, basically see what the engagement has been like from the community or crypto twitter and understand why it's getting that strength. From there, i guess we'd then look to apply, i guess, our unchained analytics. And then the final confirmation for us is if we then see it break out on a technical basis, like momentum, proper momentum, divergence from the rest of market.
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