CRYPTO 101 Ep. 665 : Evolving Investing Strategies for Bitcoin & Altcoins with Blockworks
Jul 15, 2025
In this discussion, Ryan Connor, the head of research at BlockWorks, shares his expertise on cryptocurrency investment strategies. He dives into the investment case for Bitcoin and explains how altcoins can generate alpha. Ryan highlights the growth of consumer applications and decentralized finance (DeFi), shedding light on innovative platforms like PumpFun and Believe. The conversation emphasizes the importance of revenue generation in crypto projects and the increasing sophistication of retail investors navigating this evolving landscape.
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Ryan Connor's Crypto Journey
- Ryan Connor transitioned from traditional finance to crypto after realizing the unique functionalities of platforms like Compound.
- He found Blockworks a natural fit due to their objective and balanced approach to crypto research.
Bitcoin as Benchmark Asset
- Bitcoin serves primarily as the benchmark asset for crypto exposure in traditional finance.
- Its current performance reflects structural capital flows rather than just its store of value narrative.
Generating Alpha Beyond Bitcoin
- To outperform Bitcoin, investors seek projects with strong fundamentals outside of Bitcoin.
- These projects often involve real businesses generating lasting economic value within crypto's ecosystem.