The Scoop
Here's how crypto's crowded venture market could lead to a resurgence in liquid investing
May 13, 2024
Founder and CIO of Split Capital, Zaheer Ebtikar, discusses the challenges and opportunities of liquid crypto investment strategies, market inefficiencies, impact of ETFs, and shifting fundamentals in the crypto market. He explores the evolution of crypto venture, nuances of liquid funds, and market opportunities for capital allocators.
41:28
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Quick takeaways
- Understanding the significance of crypto venture markets amidst regulatory scrutiny and challenges of token launches.
- Importance of evaluating downside risk and effectively managing drawdowns in liquid investments.
Deep dives
Understanding the Importance of Crypto Venture Market and Liquid Side
The podcast discusses the importance of the crypto venture market versus the liquid side. It emphasizes the significance of understanding why venture markets in crypto are crucial due to regulatory scrutiny and the challenges of launching tokens. It highlights the shift towards longer stays in private markets due to legal complexities, leading to the rise of venture investing. The conversation explores the limitations of inflows into crypto venture funds and the need for a balance between liquid and venture investments.
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