The Evolution of Crypto Investing

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[00:01:50] - [First question] - How a political science major ended up in investing

[00:05:06] - His perspective on how public opinion has shifted towards embracing crypto

[00:09:58] - Whether or not owning crypto requires you to understand blockchains

[00:13:34] - Setting a valuation for cryptocurrencies 

[00:19:45] - How censorship-resistant currencies could empower bad actors

[00:27:50] - BlockTower’s scale and what kind of investments they make 

[00:31:41] - Thoughts on separating alpha from beta at BlockTower

[00:38:26] - Explaining the protocol risk of crypto to investors

[00:42:38] - Endowment adoption of crypto via fund-to-fund models

[00:45:36] - Differences between equities, tokens, and varying levels of ownership

[00:48:55] - His perspectives on various blockchain asset classes 

[00:54:30] - Parallels between the NFT and DeFi cycles

[01:02:03] - Narrative driven correlations between traditional assets and crypto

[01:05:44] - Defining the current cycle, where we are in it, and his allocations

[01:13:41] - What he’s most excited to see built over the next six months and six years