In this episode of Inside the Hutt, Brooke Pollack interviews Jason Kam, founder of Folius Ventures. Jason shares his journey from traditional finance to launching a hybrid crypto hedge fund, focusing on both liquid and private investments with a strong presence in Asia. He explains the structure of Folius, his evolving views on fund models, the importance of flexibility in crypto investing, and the challenges of navigating the Asian founder landscape. Jason also introduces BidClub, a platform to improve idea-sharing and transparency in liquid token investing.
Key Points From This Episode:
Jason Kam’s background in investment banking and hedge funds before entering crypto.
The launch of Folius Ventures and its hybrid fund structure.
Why Jason prioritized APAC and Chinese founders for early investments.
The rationale behind Folius’ mix of liquid and private investments.
Views on the advantages of a permanent capital or HoldCo structure in today’s market.
Jason’s approach to diligence for liquid vs. private crypto investments.
Observations on crypto regulatory landscapes in Asia and challenges for Chinese founders.
Sectors Folius is focused on: trading, stablecoins, and asset issuance.
Discussion on token governance, transparency, and long-term fundamentals in liquid markets.
Overview of BidClub and its role in surfacing investment ideas for liquid tokens.
Links
Jason Kam on LinkedIn: https://hk.linkedin.com/in/jason-kam-35080625
Folius Ventures: https://www.folius.ventures/
BidClub: https://www.bidclub.io/
Brooke Pollack on Twitter: https://twitter.com/bhpollack
Brooke Pollack on LinkedIn: https://twitter.com/bhpollack
Hutt Capital: https://www.huttcapital.com/
Jason Kam on Twitter: https://twitter.com/MapleLeafCap
BidClub on Twitter: https://twitter.com/BidClubio