In this episode, Ray Hindi of L1 Digital and Tushar Jain of MultiCoin Capital share their thoughts on the evolving landscape of crypto fund management. They discuss the shift from venture to liquid investments, the challenges of timing market cycles, and the importance of maintaining a clear investment edge. The conversation delves into the changing dynamics of token launches, the potential impact of political outcomes on the crypto industry, and valuable advice for emerging fund managers. This episode provides a comprehensive look at the current state and future prospects of crypto fund
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Follow Ray: https://x.com/HindiRay
Follow Tushar: https://x.com/TusharJain_
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The 6th edition of Meridian, a web3 conference hosted by the Stellar Development Foundation is happening in London, England October 15-17, 2024.
Learn more and get your early-bird priced tickets now at meridian.stellar.org by using the code BLOCKWORKSPOD.
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Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.
Start building today at https://www.avax.network/
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Harpie sets the standard in on-chain security, actively monitoring and safeguarding your crypto wallet against theft in real time. It detects, blocks, and recovers stolen assets from risky transactions before they execute, shielding you from even the most advanced hacks and scams. Harpie is free to use and compatible with all Ethereum, Base, Polygon, and Arbitrum wallets.
Protect your crypto today at harpie.io.
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Step into MyPrize—the online multiplayer casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends.
Get started with $20 free when you deposit or purchase of $10 or more: https://myprize.com/invite/Empire
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Timestamps
(00:00) Introduction
(02:14) State of Raising Ecosystem
(16:54) Crypto Venture Evolution
(29:18) Liquid Market Edge
(37:45) Staller Ad
(38:35) MyPrize Ad
(39:11) Ava labs ad
(40:09) Harpie Ad
(41:02) Liquid vs Venture Difference
(54:37) Token Launch Meta Shift
(59:22) Fund Specialization
(01:05:21) Liquid Investment Timing
(01:12:54) The Rise of Apps
(01:18:12) Where are we in this C ycle?
(01:23:27) Impact of Trump or Biden Victory
(01:28:45) Advice to Fund Managers
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
In today's episode Jason and Santi dive into the performance of Ethereum ETFs, analyzing their impact and implications for crypto. They discuss Solana's milestone in surpassing Ethereum in DEX volume and explore the potential influence of crypto voters in the 2024 U.S. election. The conversation covers Senator Lummis' plan to make Bitcoin a reserve asset, the rise of AI-related cryptocurrencies, and the future of prediction markets post-election. Lastly, they touch on Santi's ongoing search for analysts and the upcoming Permissionless event.
Resources
https://x.com/_ryanrconnor/status/1807878422950998476
https://x.com/JSeyff/status/1816108797435232623/photo/1
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Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.
Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts
Follow Jason: https://twitter.com/JasonYanowitz
Follow Santiago: https://twitter.com/santiagoroel
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Anoma is the universal intent machine, introducing a new era of applications where you define the outcomes you want. Anoma’s intent-centric architecture provides a universal operating system for building intent-centric apps compatible with any blockchain. Anoma vastly improves blockchain UX, enables novel applications, and promotes a more human-centric future for decentralized technology.
Follow Anoma at x.com/anoma and signup for the newsletter at anoma.net
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Avalanche is a smart contracts platform that scales infinitely and regularly finalizes transactions in less than one second. Its novel consensus protocol, Subnet infrastructure, and HyperSDK toolkit enable Web3 developers to easily launch powerful, custom blockchain solutions.
Build anything you want, any way you want, on the eco-friendly blockchain designed for Web3 devs.
Start building today at https://www.avax.network/
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re.al is the permissionless L2 for tokenized RWAs built on Arbitrum Orbit and the first L2 to return chain and protocol fees back to users, in reETH, ensuring they benefit from ecosystem growth. re.al has just launched a fully-transparent rewards (points) program returning 10% of $RWA supply to early users.
Not investment advice or product solicitation and not aimed at US persons. https://re.al/rewards/airdrop/O4UNU
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Step into MyPrize—the online multiplayer casino that lets you battle your friends and play alongside creators. On MyPrize, you're invited to get rowdy and share every victory and defeat with your pals. Because we know the only thing more fun than beating the house is beating your friends.
Get started with $20 free when you deposit or purchase of $10 or more: https://myprize.com/invite/Empire
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Timestamps:
(00:00) Introduction
(02:05) Santi's Public Market Buys
(14:39) Eth ETF Performance
(20:58) Who's Winning ETF War
(26:07) Solana's Converging on Eth
(33:19) Anoma Ad
(34:20) Re.al Ad
(35:20) Ava labs Ad
(36:17) MyPrize Ad
(36:55) Rise of AI Coins
(40:21) Bitcoin Reserve
(44:40) Ryan Selkis Steps Down
(46:03) Competitive Election?
(52:28) Polymarket's Permenance
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.