Seth Ginns

Seth Ginns from CoinFund and Cosmo Jiang from Pantera Capital bring their liquid fund expertise to discuss the dynamic world of cryptocurrency. They dive into the challenges fund managers face amid shifting market dominance and the importance of fundamental analysis in selecting outperforming tokens. The duo emphasizes strategic portfolio management, advocating for quality-focused investment strategies. They also explore the significance of digital asset treasuries and envision a future where 24/7 trading reshapes financial landscapes.

Seth Ginns, Managing Partner at CoinFund, shares insights on the launch of Plasma, a stablecoin-centric chain poised to compete in a growing market. Lily Liu, President of the Solana Foundation, argues why revenue should become the primary metric for success in crypto, challenging the traditional emphasis on TVL. James Parillo of Figment Capital explores Pump.fun, discussing how creator tokens could revolutionize streaming and financial participation for audiences, while drawing parallels to gambling behaviors in trading.

Seth Ginns, Managing Partner at CoinFund, provides keen insights on the current crypto landscape amid fluctuating tariffs and macroeconomic shifts. He explains how recent tariff announcements hit crypto markets harder than expected. Despite volatility, he remains cautiously bullish, discussing indicators for potential bullish trends. The conversation also touches on the looming possibility of an altcoin season and the evolving narrative of Bitcoin as a safe haven, all while navigating the influence of U.S. political policies on the crypto realm.

CoinFund's co-founders Jake Brukhman and Seth Ginns discuss their investment philosophy, current crypto market cycle, intersection of AI and crypto, and importance of decentralization in AI development. They delve into the challenges and opportunities of liquid token investments, evolution of blockchain technology, and potential scenarios for the crypto supercycle.

In this enlightening discussion, Seth Ginns, who runs Liquid Strategies at CoinFund and boasts 18 years of experience in public equities, predicts the cryptocurrency market could exceed the size of the Internet. He explains the role of Digital Asset Treasuries as a crucial bridge for institutional investors, unveiling opportunities in staking and decentralized finance. Seth also shares insights on how AI might influence crypto investments and the significance of strong management in navigating this rapidly evolving landscape.