
[REPLAY] Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating DeFi: Risks and Opportunities
This chapter explores the volatility of valuation multiples in decentralized finance (DeFi) and the critical role of fundamental analysis amidst market unpredictability. It discusses the nuances of investing in DeFi, including challenges related to high yield returns and the importance of understanding risks and market dynamics. Additionally, the chapter highlights the evolving crypto fund landscape and the significance of adopting a long-term perspective to capitalize on technological advancements and regulatory changes.
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