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Felipe Montealegre

Co-founder of Thea Capital, a liquid token fund. Expert in internet finance and the transition from traditional finance to decentralized systems.

Top 3 podcasts with Felipe Montealegre

Ranked by the Snipd community
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18 snips
Jan 14, 2025 • 1h 15min

A Crypto Native Financial System | Felipe Montealegre

Felipe Montealegre, a crypto expert from Theia Research, delves into the transformative potential of crypto-native financial systems. He discusses how global property rights can enhance capital flow, particularly in unstable economies. The conversation highlights new investment strategies, comparing fundamental analysis with trends in crypto. Felipe also explores the evolving landscape of DeFi, emphasizing security measures like Uniswap's significant bug bounty and the need for diverse funding models in the crypto space.
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Sep 22, 2025 • 51min

Felipe Montealegre and Noah Goldberg (Theia Capital) on Investing in Internet Capital Markets (EP.668)

Felipe Montealegre, a partner at Theia Capital specializing in liquid crypto investments, joins Noah Goldberg, a venture capitalist focusing on internet capital markets. They dive into what truly drives crypto market valuations—fundamentals or capital supply. The duo explores the venture and hedge fund dynamics shaping crypto markets, exceptional founder traits, and the innovative use of LLMs in investment strategies. They also share insights on futurarchy as a governance tool for token holders, highlighting exciting trends for the future.
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Feb 16, 2025 • 54min

Rethinking Token Fundamentals with Felipe Montealegre

Felipe Montealegre, the CIO of Theia Research, brings his expertise in private equity to the world of crypto investing. He delves into the nuances of traditional valuation methods compared to token metrics, offering insights on identifying quality revenue streams. Discussion includes the importance of defendable moats in crypto, evaluating cash flow for tokens, and the challenges of regulatory environments. Felipe emphasizes building sustainable value in a volatile market, contemplating the balance between investment strategies like buybacks and dividends.

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