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Smac (0xsmac)
Research-driven investor at Compound with a broad mandate across crypto, deep tech, robotics, AI, and biotech; focuses on thesis-driven private and liquid investing and advises founders on storytelling and product-market fit.
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34 snips
Dec 15, 2025
• 1h 3min
Fundamentals Are The New King of Crypto | Smac & Noah Goldberg
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Join Smac (0xsmac), a research-driven investor at Compound focusing on crypto and deep tech, and Noah Goldberg, founder of Theia and manager of a long-only crypto fund. They dive into why crypto's future hinges on fundamentals, challenging the prevailing hype-driven narratives. Discussions center on the real significance of cash flow, the need for clear storytelling from founders, and the interplay of traditional market comparisons with crypto's evolving landscape. They explore unconventional investment opportunities and the importance of distinguishing between durable and fleeting advantages.
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