Episode 14 Fidelity Digital: A TradFi Journey into Crypto

Episode 14: Fidelity Digital: A TradFi Journey into Crypto

Episode 14

Fidelity Digital: A TradFi Journey into Crypto

Tom Jessop is the President of Fidelity Digital Assets. We cover the use of custodians for blockchain assets, trends in client demand, and Tom’s perspective as an incumbent attempting to build crypto-native capabilities.

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[00:02:06] - [First question] - Why would anyone need a custodian for digital assets

[00:03:39] - Top reasons that clients choose Fidelity to manage their own custody

[00:05:03] - Customer experience handing over their crypto assets to Fidelity 

[00:08:40] - Building a business managing digital and physical risk

[00:10:01] - Thoughts on the interplay between selecting a custodian and what their execution service options are

[00:12:02] - Why there’s such a lack of segregation compared to traditional markets

[00:14:05] - The type of capital you’d need to pre-fund in order to trade multiple markets 

[00:15:07] - Instant trade settlements and what it’s like reconciling so many moving pieces in the cryptosphere

[00:16:39] - How big Fidelity Digital is today and the growth they’re seeing 

[00:18:17] - How many different assets they currently custody today

[00:19:12] - Thoughts on what assets are appropriate to custody for their clients

[00:21:00] - What happens to the custodian and client if a cryptocurrency becomes recognized as a security on a regulatory level

[00:22:13] - How much of his time is spent dealing with the ever changing regulatory landscape and where his focus is as of late

[00:24:46] - His feelings on why the US seems to approach crypto regulation differently than other countries 

[00:27:47] - Are we slowly getting to a better place with crypto regulators in the US?

[00:28:49] - Defending cryptocurrencies to regulators against waves of negative press

[00:30:42] - Moving from traditional finance to the crypto market and how to innovate in such a rapidly evolving industry

[00:32:43] - The pros and cons of being a crypto custody startup

[00:34:04] - How they acquire clients and market Fidelity

[00:34:44] - Capital-backed assets and how relevant insurance is when choosing a custodian

[00:36:24] - What he’s been seeing on the product development side of this space

[00:38:04] - Thoughts on third-party developers building on top of Fidelity

[00:39:47] - The different types of clients Fidelity has and the competitive landscape 

[00:41:14] - Whether or not there’s a push from clients to become more involved in DeFi

[00:42:49] - The biggest issues that Fidelity has to overcome to become a custodian for the 10 biggest crypto assets today 

[00:43:15] - What a crypto custodian will look like a decade from now and aggregated asset management

[00:47:05] - What he’s most excited to see built over the next six months and six years 

Fidelity Digital: A TradFi Journey into Crypto

Introduction

Eric
This is Eric Golden, and my guest today is Tom Jessop. As president of Fidelity Digital Assets, Tom leads Fidelity's effort to build a crypto custody solution for institutions. During our conversation, we discussed the use of custodians for blockchain assets, trends and client demand, and Tom's perspective as an incumbent, attempting to build crypto native capabilities. Please enjoy this conversation with Tom Jessop.

Overview of Institutional Custody

Eric
So, Tom, I thought a really interesting place to start with you is that crypto, as an asset class, is really unique, in the sense that it's self sovereign, the nature of digital assets. As a starting place, why do we even need a custodian in the first place for an asset class like this?

Tom
Yeah. I think there are a couple of answers. I mean, I think that if you start through the lens of traditional finance, there are certain entities that require third party custodians. So, there's effectively a segregation of activity, keeping the control of the assets away from the folks that potentially manage them. That's why we have custodians in traditional finance. I think that for the foreseeable future, you'll probably still need that segregation of duties, as you do today for various types of assets. So, that's the first thing. I think the second thing is there's also a question of, yes, you can do it yourself, but do you want to do it yourself? As you know, and others that have gotten involved in the digital asset space, it requires a fair bit of foresight, even structuring your own personal custody. Thinking about storing things on a ledger or trezor, versus using a third party custodian. There may be cases where you have to do that because a custodian doesn't support assets, or it becomes more of a choice. I think anyone going into this space has to decide whether they want to take on that, call it operational responsibility, or give it to a third party that has expertise in doing it on their behalf. So, I think that, yes. It is something you can do yourself and you don't necessarily need custody. It's a little bit ironic, I guess, when you talk about self sovereign assets, but I think there's a reasonable number of folks out there that would choose to effectively buy and manage service.

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