Connect with David
More from Andrew
Follow me on X - https://x.com/AndrewSteinwold
Founders seeking capital, reach out to us at Sfermion - https://www.sfermion.io
Subscribe to my newsletter - https://andrewsteinwold.substack.com
Check out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1
What We Cover
00:00 Introduction and Disclaimer
00:27 Guest Introduction: David's Background in Crypto
01:04 David's Journey into Crypto
02:22 Early Investments and Fund Management
04:23 Experience at Grayscale
05:23 Launching Finality's Liquid Hedge Fund
08:31 Investment Strategies and Market Views
13:41 Evaluating Investments and Market Trends
21:11 Fundamentals and Token Valuation
31:13 Challenges and Opportunities in Crypto Investing
34:52 Future of Crypto and Market Transparency
39:47 Token Economics and Market Dynamics
43:57 Sourcing and Evaluating New Token Investments
49:55 Portfolio Construction and Concentration
57:02 Risk Management and Operational Challenges
01:02:44 The Future of TradFi and Crypto Convergence
01:04:52 Crypto IPOs and Treasury Vehicles
01:12:36 Closing Questions and Insights
