Community
Finance
Specials
On-chain Eco
Entry
Podcasts
Data
My guest today is Tom Dunleavy. Tom spent a decade in traditional finance before moving onto Web3. Today he is the Managing Director of the Crypto VC firm MV Global. We start this conversation by exploring the current state of public and private crypto investing. Tom then outlines the process of raising capital, the role of Key Opinion Leaders, the meta-use case of crypto and the implications of on-chain liquidity. We then close on the regulatory environment in the US. Please enjoy this conversation with Tom Dunleavy.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
-----
Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:15) Exploring the Dynamics of Public and Private Crypto Investing
(00:06:49) Unpacking the Process of Raising Capital in Crypto
(00:14:01) The Role of Key Opinion Leaders (KOLs) in Crypto Funding
(00:19:49) Evaluating Different Sources of Capital
(00:25:31) The Growing Theme of Chain Abstraction
(00:29:59) Navigating the Regulatory Landscape and the Future of Crypto
(00:33:51) The Political Nature of Crypto
(00:27:10) The Next Catalyst For Crypto
(00:40:41) Final Thoughts and the Road Ahead for Crypto
Learn more about your ad choices. Visit megaphone.fm/adchoices
My guest today is Tony Cappell, the Co-founder and Principal at the Chicago Atlantic Group. In 2018, Tony saw an opportunity to do private credit in Cannabis and has since built Chicago Atlantic is the largest lender in the space. We start by talking about the early days of Chicago Atlantic. We then move on to the challenges of underwriting in Cannabis, his views on the industry and on competition from other lenders. We end with a discussion on the overall private credit market. Please enjoy this conversation with Tony Cappell.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
-----
Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:02:31) Entering the Cannabis Private Credit Market
(00:04:54) Challenges and Opportunities in Cannabis Lending
(00:08:12) Market Segmentation and State Regulations
(00:11:51) Credit Risk and Market Dynamics
(00:15:12) The Life Cycle of A Cannabis Deal
(00:20:12) Diversification Across State Regulations
(00:23:47) Brand Power and Regulatory Concerns
(00:28:13) Impact of 280E and Rescheduling
(00:33:13) Private Credit and Investment Strategies
(00:36:44) Challenges and Opportunities in Cannabis Lending
(00:45:12) Private Credit Market Outlook
(00:50:31) Entering Into an Agreed Asent in Cannabis Investing
Learn more about your ad choices. Visit megaphone.fm/adchoices
