The Edge Podcast
Back To The Basics: Why VanEck Wants To Invest In Great Products and Founders Who Won’t Rug Us
Feb 28, 2025
Pranav Kanade, a Portfolio Manager for Digital Assets at VanEck, shares valuable insights into the evolving crypto landscape. He discusses the struggles altcoins face this cycle and highlights key investment strategies focused on quality projects. The conversation touches on the implications of stablecoin legislation and how it may unlock new opportunities. Pranav also explores the current shift from institutional to retail interest in meme coins, emphasizing the importance of transparency and robust fundamentals in crypto investments.
01:04:40
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Quick takeaways
- The shift from traditional investing to meme coin trading reflects a social gambling mentality but fails to align with sound investment strategies.
- Altcoins are underperforming this cycle due to oversupply and lack of institutional capital, diverging from past expectations of capital rotation from Bitcoin.
Deep dives
The Divergence of Investing and Gambling in Crypto
The podcast discusses the distinction between traditional investing and the current trend of meme coin trading, which is increasingly perceived as akin to gambling. This shift is attributed to the social nature of trading through apps, drawing parallels to the excitement of casino gaming. The host emphasizes that while meme trading is a new form of engaging with finance, it is not the focus of their investment strategy, which is directed toward high-quality projects that offer real-world solutions. By concentrating on substantive projects, the intention is to harvest economic returns in a more stable manner.
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