Crypto Venture Capital Series Ep. 8: Santiago Santos & CMS Holdings
The Delphi Podcast
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Is the Market in a Recession?
Jago: I think the setup was really nice. Free FTX blow up actually. Sort of feel like we were in a relatively decent position to bottom, it's hard to time it but I felt like there was a bit of a turnaround. Dan: My best case kind of internal model is that you're not getting paid enough to take on huge amounts of risks,. Not just in crypto but just generally and that you're better when you can earn like five, six percent holding cash.
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