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Mark Coe
Founder and CIO of Intrinsic Edge Capital Management, running a long-short public equities firm and founder of the Intrinsic Edge Digital Infrastructure Fund focused on blockchain and digital infrastructure companies.
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14 snips
Sep 29, 2025
• 30min
Mark Coe (Intrinsic Edge) on The View From The Public Markets (EP.670)
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Mark Coe, Founder and CIO of Intrinsic Edge Capital Management, discusses his journey in creating a fund focused on digital infrastructure and blockchain. He dives into the evolving landscape of public markets and shares insights on the mining industry's future, especially with AI's influence. Coe also examines the implications for Bitcoin miners, regulatory challenges, and the broader opportunities for businesses entering public markets, highlighting the convergence of crypto and traditional finance.
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