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Alpha Uncovered
OP Investment Management
43 episodes
20 hours ago
Welcome aboard! Alpha Uncovered is on a mission to deep dive into the minds of breakout asset managers. Through candid, non-AI interviews, we'll uncover their secret sauce: the strategies, decisions, and experiences that have propelled them to success. Our interviewees generously share their exclusive insights on market landscapes, technology forecasts, and future trends. These insights, often guarded within their own firms and LPs, are now available to you, the alpha seekers. Subscribe NOW!
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Investing
Business
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All content for Alpha Uncovered is the property of OP Investment Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome aboard! Alpha Uncovered is on a mission to deep dive into the minds of breakout asset managers. Through candid, non-AI interviews, we'll uncover their secret sauce: the strategies, decisions, and experiences that have propelled them to success. Our interviewees generously share their exclusive insights on market landscapes, technology forecasts, and future trends. These insights, often guarded within their own firms and LPs, are now available to you, the alpha seekers. Subscribe NOW!
Show more...
Investing
Business
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Crypto Bull Run- Early? Peak? Decline? | Alpha Uncovered - Crypto: Insto Fomo
Alpha Uncovered
42 minutes 10 seconds
1 year ago
Crypto Bull Run- Early? Peak? Decline? | Alpha Uncovered - Crypto: Insto Fomo

Recorded on 20 Aug 2024
🎙Convo with
Markus Thielen, Founder, 10X Research
Marco Lim, Managing Partner, MaiCapital Teong Hng, Co-Founder & CEO, Satori Research
hosted by Alvin Fan, CEO, OP Investment Management (OPIM)

  • (0:00) - About the Guest Speakers
  • (1:12) - Institutional vs. Retail Perspectives on Crypto Research
  • (4:16) - Navigating Volatile Crypto Market Conditions
  • (7:01) - Hedging Strategies for Institutional Crypto Investors
  • (9:30) - Lessons for Crypto Investors: Balancing Institutional and Retail Mindsets
  • (12:25) - Assessing the Current Market Cycle
  • (13:57) - Halving Cycle and Historical Patterns
  • (16:46) - Liquidity Dynamics and Token Unlocks
  • (20:16) - Meme Coins, AI Narrative, and Liquidity Diversion
  • (22:46) - Institutional Participation and Market Structure
  • (24:51) - Institutional Participation and Market Structure Changes
  • (26:16) - Adapting to Institutional Market Dynamics
  • (29:17) - Client Positioning and Yield Seeking
  • (34:16) - Volatility and Market Structure Products
  • (37:16) - Challenges and Opportunities in Legacy Chains

In this captivating panel discussion, OPIM's CEO hosting industry experts Markus Thielen, Marco Lim, and Teong Hng to delve into a rare insider's perspective on the evolving crypto landscape. Rather than speculating on the market's future direction, they offer a nuanced analysis of the current state of the industry and the key factors shaping its trajectory.

OPIM - ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn (OP Investment Management)⁠⁠⁠⁠⁠⁠⁠⁠ // ⁠⁠⁠⁠⁠⁠⁠⁠X (@opim_hk)⁠⁠⁠⁠⁠⁠⁠⁠ // WeChat (hedgefund_club) // ⁠⁠⁠⁠⁠⁠⁠⁠Website (www.opim.com.hk)⁠⁠⁠⁠⁠⁠⁠⁠

FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced or distributed or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos and related intellectual property rights in this video are either owned by OPIM or other third parties.
This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction, nor intended as an offer or solicitation of offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer or solicitation of offer for purchase or sale of any financial instruments or services by OPIM.
All information including facts, opinions, projections and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations or needs of any particular viewer. OPIM does not warrant the completeness, accuracy or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make independent assessment of any legal, regulatory, tax, credit and accounting implications and consult with professional advisor(s) as you consider necessary regarding any information provided in this video.

Alpha Uncovered
Welcome aboard! Alpha Uncovered is on a mission to deep dive into the minds of breakout asset managers. Through candid, non-AI interviews, we'll uncover their secret sauce: the strategies, decisions, and experiences that have propelled them to success. Our interviewees generously share their exclusive insights on market landscapes, technology forecasts, and future trends. These insights, often guarded within their own firms and LPs, are now available to you, the alpha seekers. Subscribe NOW!