David Kalk from Reflexive Capital and Jeff Park from Bitwise dive into the psychology behind crypto trading. They discuss how mastering emotions can lead to better performance in volatile markets. The duo highlights the importance of adaptability and psychological resilience for traders. They also address the challenges of traditional investment strategies in the crypto space and the significant influence of emotions like fear and greed on trading decisions. Their insights pave the way for a deeper understanding of the future of institutional crypto investing.

David Kalk, former Macro Fund Manager and CIO of Reflexive Capital, discusses the current state of the crypto market including reflexivity, evaluating new tokens, Solana's resurgence, and the Bitcoin ETF. The podcast explores the concept of reflexivity in the crypto market, the structure of the Reflexive Capital fund, the ongoing regime transition in crypto trading, the impact of a Bitcoin ETF, the need for institutional investors in crypto, and the perspective of venture capitalists in the market.

In this special milestone discussion, Pranav Kanade, David Kalk, and Joe McCann, elite CIOs in the crypto space, dive into Bitcoin's tantalizing prospects and the impact of the upcoming elections. They debate investment strategies, particularly the contrasting strengths of Ethereum and Solana. Stripe's recent acquisition highlights the industry’s shifting attitudes towards stablecoins. The trio also explores how gaming and AI could rejuvenate the crypto market, alongside strategies for navigating fundraising challenges in volatile conditions.