David Grider – Inside Finality Capital’s Long-Biased Crypto Strategy – ep 36

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https://www.finality.capital/

https://x.com/david_grid

https://x.com/FinalityCap

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What We Cover

00:00 Introduction and Disclaimer

00:27 Guest Introduction: David's Background in Crypto

01:04 David's Journey into Crypto

02:22 Early Investments and Fund Management

04:23 Experience at Grayscale

05:23 Launching Finality's Liquid Hedge Fund

08:31 Investment Strategies and Market Views

13:41 Evaluating Investments and Market Trends

21:11 Fundamentals and Token Valuation

31:13 Challenges and Opportunities in Crypto Investing

34:52 Future of Crypto and Market Transparency

39:47 Token Economics and Market Dynamics

43:57 Sourcing and Evaluating New Token Investments

49:55 Portfolio Construction and Concentration

57:02 Risk Management and Operational Challenges

01:02:44 The Future of TradFi and Crypto Convergence

01:04:52 Crypto IPOs and Treasury Vehicles

01:12:36 Closing Questions and Insights