Finding Edge in Crypto

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[00:02:16] - [First question] - Learning everything he needed to about crypto from RuneScape

[00:06:41] - Thoughts on the average market participant trying to find an edge in crypto

[00:09:38] - Whether or not he’s ever thought about leaving crypto behind completely

[00:11:10] - How much of his education has been self-taught or via mentors

[00:14:02] - Defining an investor and a trader and his style as a directional trader

[00:15:56] - An example of a theme that he’s changed his mind on 

[00:18:10] - Why he chose to work with GoldenTree over their competitors

[00:21:10] - What it’s like pitching a token like SHIB to GoldenTree

[00:25:09] - How he thinks about training, disciplining, and building a team 

[00:28:44] - Thoughts on trades when it comes to managing risk

[00:30:05] - Separating alpha and beta when valuing analysts and PMs

[00:31:57] - What he meant by the entire market being based on the bid for Ethereum

[00:33:57] - What an average person can do to track crypto market flows 

[00:35:16] - Things he’s currently focused on in the market today

[00:37:32] - What he’s most excited to see built over the next six months and six years