Block Fuel
From crypto skeptic to partner at Hack VC, we sit down with Alex Botte to unpack why she left the conventional quant investing world to join a crypto fund
Jul 9, 2024
Alex Botte, a former quant investor turned crypto advocate, shares her fascinating journey from traditional finance to becoming a partner at Hack VC. She discusses her groundbreaking research revealing that 91% of Bitcoin's risk was unexplained. Botte also dives into BlackRock’s BUIDL fund and the potential of public vs. permissioned chains. With a keen eye on Berachain's Proof of Liquidity mechanism, she explores how ETFs and tokenization are reshaping institutional investment in crypto, marking a significant shift in the financial landscape.
35:07
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Quick takeaways
- Alex Botte transitioned to the crypto industry recognizing Bitcoin's unexplained risk factors, emphasizing the potential of crypto as a revolutionary asset class.
- Hack VC's investment strategy focuses on early-stage infrastructure projects in crypto, aiming to support innovative technologies while avoiding sectors like NFTs and gaming.
Deep dives
Alex Bodie's Journey into Crypto
Alex Bodie shares his background as a former investment banker who transitioned into the cryptocurrency space while working at Two Sigma. His initial foray into crypto began through thematic research, where he explored Bitcoin's risk factors using traditional models, revealing that much of its risk was unexplained. His research gained traction, capturing the attention of major institutional consultants, leading him to a position at a liquid token hedge fund. This pivotal experience sparked his interest in crypto as an emerging asset class and its potential to revolutionize various sectors beyond finance.
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