Deep Dive: Polychain Capital | Betting Early on Crypto Capital Coordination?

We unstack:
► Market structure impact on making short and long-term investments
► Understanding token supply structure and liquidity concentration
► Evolution of “capital coordination” in crypto
► Polychain’s most successful bets
+more!

TIMESTAMP 
02:21 First sell-side research on Bitcoin
05:47 Polychain’s fund structure: Hedge fund, Venture, Labs
11:30 Understanding market structure to make better trading decisions
18:20 Alternative forms of community-driven fundraising
24:00 Metrics for market analysis
30:00 Macro trends
35:17 Polychain’s most successful bets
38:03 Takeaways and lessons for new crypto analysts

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DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.

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