Fundamental Value: Digital Assets Uncovered
75 episodes - English - Latest episode: about 1 year ago -On Fundamental Value we speak with the leading hedge funds, analysts, trading venues, and digital asset market participants. Our goal is simple - to understand how the leading minds in the cryptocurrency space are researching, analyzing, and quantifying the value of cryptocurrency.
The Fundamental Value Podcast is hosted by Joshua Frank, CEO of The TIE - the leading provider of institutional cryptocurrency data.
https://thetie.io
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Episodes
Ep. 20 Crypto-first Banking with Thibaut Sahaghian (Multis)
October 19, 2020 17:43 - 52 minutes - 48.5 MBIn our twentieth episode, Thibaut Sahaghian discusses the challenges of the traditional financial banking system and Neobanks, how stablecoins offer a bridge for enterprise cryptocurrency adoption, and the challenges of bad UX in crypto. Thibaut Sahaghian is Co-Founder and CEO of Multis. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed...
Ep. 19 The Revenge of Crypto Regulators with Jorge Pesok (Crowell & Moring)
October 16, 2020 13:00 - 1 hour - 75.4 MBJorge Pesok of Crowell & Moring joins The TIE's Fundamental Value Podcast for our first ever video interview. Jorge dives deep into all of the SEC, DOJ, and CFTC rulings rocking the cryptocurrency industry. Jorge discusses BitMEX, SALT Lending, and Kik, and the implications of each on the crypto industry more broadly. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this po...
Ep. 18 Identifying the Next Big Altcoin with Mitchell Moos (Crypto Briefing)
October 15, 2020 13:00 - 56 minutes - 52.2 MBIn our eighteenth episode, Mitchell Moos discusses running a crypto media business, how his team parses through hundreds of altcoins to identify the next big thing, and how he values digital assets. Mitchell Moos is the Managing Editor of Crypto Briefing. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment ad...
Ep. 17 Thesis Driven Investing with Faizan Khan (Visary Capital)
October 13, 2020 14:51 - 1 hour - 67.4 MBIn our seventeenth episode, Faizan Khan discusses thesis driven cryptocurrency investing, early stage token allocation, and valuation. Faizan Khan is Founder & Managing Partner at Visary Capital This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens ...
Ep. 16 Arbitrage with Carlos Betancourt of BK Coin Capital
October 01, 2020 13:00 - 1 hour - 61.6 MBIn our sixteenth episode, Carlos Betancourt discusses market-neutral systematic arbitrage strategies, DeFi security concerns, Bitcoin in a macro context, and risk management. Carlos Betancourt is Founding Principal of BK Coin Capital This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer t...
Ep. 15 - Bringing Crypto to the Masses with Aaron Malone (Crypto101)
September 29, 2020 17:10 - 57 minutes - 52.6 MBIn our fifteenth episode, Aaron Malone discusses building a following of tens of thousands of everyday users, simplifying crypto for all, and why community is the most fundamental valuation mechanism for crypto. Aaron Malone is a Co-Host of the Crypto101 Podcast This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of inves...
Ep. 14 - Crypto Dark Pools with Danny Kim (SFOX)
September 24, 2020 15:36 - 1 hour - 66.9 MBIn our fourteenth episode, Danny Kim discusses the launch of SFOX's dark pool, order routing, liquidity, and the institutionalization of digital assets. Danny Kim is the Head of Revenue at SFOX. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens ...
Ep. 13 - Valuing a Community with Lou Kerner
September 21, 2020 03:52 - 58 minutes - 53.3 MBIn our thirteenth episode, Lou Kerner discusses the rise of stablecoins, his attempt to purchase Facebook in 2004, the value of communities, and crypto fundamentals. Lou Kerner is the Founder of JustStable. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities...
Ep. 12 - Crypto Derivatives with Pankaj Balani (Delta Exchange)
September 17, 2020 19:14 - 1 hour - 73.5 MBIn our twelfth episode, Pankaj Balani discusses reference pricing, derivatives, altcoins, and why crypto community matters. Pankaj Balani is Co-Founder & CEO at Delta Exchange This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consi...
Ep. 11 - Beating a Bitcoin Benchmark with Chris Matta
September 15, 2020 02:33 - 1 hour - 63.8 MBIn our eleventh episode, Chris Matta discusses his transition from Goldman Sachs to crypto, the challenges with launching a digital asset hedge fund, why a Bitcoin+ strategy is so appealing to investors, and why funds often underperform BTC. Chris Matta was formerly a Co-Founder at Crescent Crypto This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be...
Ep. 10 - Tri-Party Repo with Paul Sacks (Digital Gamma)
September 10, 2020 18:02 - 1 hour - 63.9 MBIn our tenth episode, Paul Sacks discusses the applications of TPR in crypto, rehypothecation, credit risk, and DeFi Mania. Paul Sacks is a Co-Founder of Digital Gamma This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or sell any securities or tokens or to make or consider any i...
Ep. 9 - Data Driven Trading with Avaneesh Acquilla
September 03, 2020 13:00 - 1 hour - 59.7 MBIn our ninth episode, Avaneesh Acquilla discusses starting the first regulated fund in Hong Kong, event-driven crypto trading, and what it means to be a CIO in crypto. Avaneesh Acquilla is the Founder & CIO of Arrano Capital. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provision of investment advice or as an offer to buy or ...
Ep. 8 - Liquidity with Sacha Ghebali of Kaiko
August 31, 2020 13:00 - 1 hour - 71 MBIn our eighth episode, Sacha Ghebali discusses the state of cryptocurrency liquidity, fake trading volume, his journey from aerospace engineering to crypto data, Uniswap, DeFi, and so much more. Sacha Ghebali is the Outreach Officer at Kaiko, a leading market data company. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should not be construed as the provisi...
Ep. 7 - An Economists Take on Bitcoin with Philip Gradwell (Chainalysis)
August 27, 2020 13:00 - 1 hour - 71.9 MBIn our seventh episode, Philip Gradwell discusses how Chainalysis helped the US government arrest the Twitter hacker, how blockchain analytics explains the economics of Bitcoin, and how data can help us understand both the supply and demand side of cryptocurrency. Philip Gradwell is Chief Economist at Chainalysis, the leading blockchain analysis company. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, ...
Ep. 6 - The State of Crypto Hedge Funds with James Zhang (Black Panther Capital)
August 24, 2020 13:00 - 1 hour - 56.7 MBIn our sixth episode, James Zhang discusses growing up in the Congo, starting a crypto fund of funds, conducting due diligence on hedge funds, the outlook on cryptocurrency in China, and forming one of the premiere family office investing networks around the globe. James Zhang is a Co-Founder of Black Panther Global, a preeminent family office in China, and the founder of a cryptocurrency fund of funds. This podcast was recorded and is being made available solely for informationa...
Ep. 5 - The Science of Crypto Markets with Quantfiction & BitDealer (Markets Science)
August 20, 2020 13:00 - 55 minutes - 76.7 MBIn our fifth episode, Quantfiction & BitDealer of Markets Science discuss the importance of taking a data-driven approach to crypto trading, the lack of objectivity in digital assets, why the CME gap isn't as advertised, and why they believe technical analysis sucks. Quantfiction & BitDealer are the Co-Founders of Market Science. Markets Science provides traders with daily reports, long form research, & analytics tools. They believe in objective, actionable, unbiased information & ...
Ep. 4 - Tokenization, Listings, and Trading Trends with Yoni Assia (eToro)
August 17, 2020 13:00 - 56 minutes - 51.7 MBIn our fourth episode, Yoni Assia discusses the tokenization of everything, how eToro decides which cryptocurrencies to list, crypto vs. equity trading on eToro, and the power of social trading. Yoni Assia is a Co-Founder and CEO at eToro, the leading social trading platform with over 14M active users. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided in this podcast should n...
Ep. 4 - Tokenization, Listings, and Trading Trends with Yoni Assia
August 17, 2020 13:00 - 56 minutes - 51.7 MBIn our fourth episode, Yoni Assia discusses the tokenization of everything, how eToro decides which cryptocurrencies to list, crypto vs. equity trading on eToro, and the power of social trading.
Ep. 3 - Investor Relations & DeFi Mania with Evan Feng (Tapestry Capital)
August 13, 2020 16:10 - 1 hour - 75.7 MBIn our third episode, Evan Feng discusses his transition from Citadel & Point72 to crypto, the craziness of DeFi, YAM, and LINK, why crypto needs better investor relations, and how his fund makes informed investment decisions. Evan Feng is the Founder & CIO of Tapestry Capital, a long-short discretionary hedge fund focused on liquid secondary market trading. This podcast was recorded and is being made available solely for informational purposes. The information, statements, commen...
Ep. 3 - Investor Relations & DeFi Mania with Evan Feng
August 13, 2020 16:10 - 1 hour - 75.7 MBIn our third episode, Evan Feng discusses his transition from Citadel & Point72 to crypto, the craziness of DeFi, YAM, and LINK, why crypto needs better investor relations, and how his fund makes informed investment decisions.
Ep. 3 Investor Relations & DeFi Mania with Evan Feng
August 13, 2020 16:10 - 1 hour - 75.7 MBIn our third episode, Evan Feng discusses his transition from Citadel & Point72 to crypto, the craziness of DeFi, YAM, and LINK, why crypto needs better investor relations, and how his fund makes informed investment decisions.
Ep. 2 - Token Economics & Discovery with Kevin Kelly of Delphi Digital
August 10, 2020 12:00 - 1 hour - 70.8 MBKevin Kelly discusses his transition from Bloomberg to crypto, the research techniques his firm has brought from traditional finance, how he thinks about token economics, how Delphi identifies new tokens to cover, and what makes Delphi's token research unique.
Ep. 2 - Token Economics & Discovery with Kevin Kelly (Delphi Digital)
August 10, 2020 12:00 - 1 hour - 70.8 MBIn our second episode, Kevin Kelly discusses his transition from Bloomberg to crypto, the research techniques his firm has brought from traditional finance, how he thinks about token economics, how Delphi identifies new tokens to cover, and what makes Delphi's token research unique. Kevin Kelly is a Co-Founder and Chief Market Strategist at Delphi Digital, the premiere research firm in digital assets. This podcast was recorded and is being made available solely for informational ...
Ep. 1 - Cryptocurrency Due Diligence with Katie Talati (Arca)
August 05, 2020 20:02 - 1 hour - 55.2 MBIn our first ever episode, Katie Talati discusses how she due diligences token projects, the research techniques her team has brought over from traditional finance, how Arca identifies new assets for trading, and how she defines fundamentals for crypto. Katie Talati is the Head of Research at Arca, a full-service cryptocurrency investment management firm. At Arca, Katie is responsible for identifying and analyzing investment opportunities for Arca’s hedge fund product. This podca...
Ep. 1 - Cryptocurrency Due Diligence with Katie Talati of Arca
August 05, 2020 20:02 - 1 hour - 55.2 MBIn our first ever episode, Katie Talati discusses how she due diligences token projects, the research techniques her team has brought over from traditional finance, how Arca identifies new assets for trading, and how she defines fundamentals for crypto.