Fundamental Value: Digital Assets Uncovered

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

Last refreshed: August 17th, 2025 at 9:28 PM ⓘ

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Episodes

Ep. 8 - Liquidity with Sacha Ghebali of Kaiko

In 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 provision of investment...

Aug 31, 2020•1 hr 18 min•Ep. 8

Ep. 7 - An Economists Take on Bitcoin with Philip Gradwell (Chainalysis)

In 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, views and opini...

Aug 27, 2020•1 hr 18 min•Ep. 7

Ep. 6 - The State of Crypto Hedge Funds with James Zhang (Black Panther Capital)

In 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 informational purposes. The ...

Aug 24, 2020•1 hr 2 min•Ep. 6

Ep. 5 - The Science of Crypto Markets with Quantfiction & BitDealer (Markets Science)

In 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 &amp...

Aug 20, 2020•56 min•Ep. 5

Ep. 4 - Tokenization, Listings, and Trading Trends with Yoni Assia (eToro)

In 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 not be construed ...

Aug 17, 2020•56 min•Ep. 4

Ep. 3 - Investor Relations & DeFi Mania with Evan Feng (Tapestry Capital)

In 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, comments, vie...

Aug 13, 2020•1 hr 23 min•Ep. 3

Ep. 2 - Token Economics & Discovery with Kevin Kelly (Delphi Digital)

In 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 purposes. The in...

Aug 10, 2020•1 hr 17 min•Ep. 2

Ep. 1 - Cryptocurrency Due Diligence with Katie Talati (Arca)

In 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 podcast was recorded ...

Aug 05, 2020•1 hr•Ep. 1

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