The Crypto Landscape

This episode is brought to you by:

Paxos. Paxos offers your customers crypto buying, selling, transferring, and more with easy-to-integrate APIs. Whether you’re a small fintech or a large financial institution, Paxos takes care of everything in the backend – from licensing and compliance to custody and exchange. You can start offering crypto to your customers within months. To learn more, visit paxos.com/patrick.

Fidelity Investments, a company that is constantly researching and experimenting with emerging technologies like crypto assets and blockchain to improve the lives of their customers. Fidelity provides a comprehensive set of products and services to individual investors, employers, and financial advisory firms.

[00:02:12] – (First question) – How to teach someone else to build an investing philosophy around crypto

[00:04:00] – The major risk factors to investing in crypto

[00:06:28] – best practices for mitigating risk

[00:07:39] – What factors to think about when it comes to whether a token will lose all value or not

[00:08:39] – Taking a pulse of the investment community on crypto

[00:11:36] – How she heard about and became interested in crypto currencies

[00:12:34] – Are people really using crypto currency as a hedge against rampant inflation

[00:13:52] – Investing thesis in the space

[00:14:07] – Arianna’s systems for learning about cryptocurrencies and staying up to date on them

[00:15:19] – Arianna’s take on the issue of increasing transactional through put

[00:16:49] – Layer 1 solutions and making it all scalable on a blockchain

[00:17:56] – her take on the fat protocol thesis

[00:20:32] – Defining utility vs security tokens

[00:21:54] – evaluating different coins

[00:21:02] – Why cross currency swaps are important and how they work

[00:26:17] – What are the chances of a scenario where there’s just one token and everything is built off of that one

[00:28:02] – Comparing centralized and decentralized exchanges

[00:29:47] – How the traditional investing world is going to regulate transaction involving cryptocurrencies and view security around those transactions

[00:31:54]– Impact this will have on capital formation

[00:33:44] – Evaluating teams behind crypto companies

[00:35:48] – The importance of gut when evaluating people

[00:38:47] – How Arianna’s global upbringing impacts her thinking on the technology

[00:39:51] – What countries or regions have had the largest impact on Arianna’s investing philosophy

[00:42:41] – Doing things you’re not qualified for

[00:43:59] – Gender imbalance in crypto and what can be done to shift that

[00:45:28] – Most recent thing that has gotten Arianna excited in the crypto space

[00:46:15] – Explaining Zero X

[00:47:33] – How her views on reading have evolved

[00:48:54] – Kindest thing anyone has done for Arianna