How To Think About Investing In Cryptocurrency: Why Exceptional Opportunities Exist

In this special investing episode featuring Ari Paul of BlockTower Capital, you’ll learn:

  • How to explain why cryptocurrency investment is a great opportunity
  • How investing in cryptocurrencies now could be compared to playing minor league basketball versus playing in the NBA
  • Why early investors in cryptocurrencies are rewarded for the risks they take that others may be unwilling to, and what some of those risks are
  • Why many traditional investors have not yet invested in cryptocurrencies


Losing Alpha: Why Most New Crypto Funds Are a Sh*t Deal

In this episode featuring Ryan Selkis, you will learn:

  • Why starting a crypto hedge fund seem like such an attractive pitch including the potential for outsized returns, a steep learning curve, and lack of yield on more traditional investment categories
  • Why simply outperforming a Bitcoin and Ethereum portfolio over the next 10 years will require ballsy assumptions
  • Why some tokens could require billions of dollars in capital inflows over the coming years simply to maintain their current token prices
  • How government intervention — including an SEC crackdown — could influence liquidity and token prices