On The Brink with Castle Island

Mark Coe (Intrinsic Edge) on Blockchain Public Equity Investing (EP.249)

Oct 11, 2021

29:07

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Highlights

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Episode notes

The Art of Shorting

01:54

Block Chain Technology - What's at Risk?

01:48

On the Briar, Dot Link Slash Withem

01:45

Introduction

3min

Investing in Cryptocurrencies - What's the Story?

2min

How Did You Get Into Cryptocurrencies?

2min

Investing in Crypto and Block Chain - What's Attractive to You?

2min

Is There a Lack of Interest in Cryptocurrencies?

2min

Cryptocurrency Markets - What's Next?

3min

Is a Coin Miner More Viable Than a Bitcoin Miner?

2min

On the Briar, Dot Link Slash Withem

2min

The Art of Shorting

2min

10.

Block Chain Technology - What's at Risk?

2min

11.

The Beauty of a Long Short Strategy in Cryptocurrencies

2min

12.

Is There a Regulated Framework for Regulation?

3min

13.

Cryptocurrencies

3min

Mark Coe, the founder and CIO of Intrinsic Edge Capital Management joins the show. In this episode we discuss:

Mark’s professional career and path to founding Intrinsic
How he came to see blockchain/crypto as an investable category
His personal journey on understanding the various blockchain thesis areas
How he thinks about the taxonomy of publicly traded companies in the blockchain space
How Intrinsic thinks about their research and investment process for long/short equity investing
The comparisons of blockchain technology to the early days of the internet

Sponsor notes

This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit withum.com/crypto.

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