Noah Goldberg

Partner at Theia Capital with a venture/VC background who co-manages the fund's investment strategy in internet capital markets and contributes on market dynamics, founder quality, and thematic research.

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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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