Mark Coe (Intrinsic Edge) on Blockchain Public Equity Investing (EP.249)
On The Brink with Castle Island
00:00
Cryptocurrency Markets - What's Next?
The universe is defined by the forty or so names that are directly tied to block chain and crypto inpstrapsir these companies, most of their business comes from those end markets. The miners this year should do well over a billion dollars of consolidated revenue on the public side. Another sector within the group is the exchanges and the custodians. We know some big players there, and ther'll be more and more public companies there as the uplift in the us.
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