Fundamental Value: Digital Assets Uncovered - podcast cover

Fundamental Value: Digital Assets Uncovered

The TIEthetie.io
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. 39 The Rise of Crypto Derivatives and DeFi with Shane Ai (Bybit)

Shane Ai (Product R&D at Bybit) joins The TIE's Fundamental Value Podcast to chat about the rise of crypto derivatives, heating up competition around layer 1s, how we can use derivative data to make smarter decisions, and the massive growth of DeFi. 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 off...

Mar 11, 202154 minEp. 39

Ep. 38 How a Crypto Fund Made $1M a Day Selling Bitcoin in South Korea

For the first time Alex Friedberg and JJ Petersen (Co-Founders at BXB Capital) share the crazy story about how they managed to make more than $1M a day in 2017 on the "Kimchi" premium. JJ and Alex also discuss the launch of the first Korean Won backed Stablecoin, Binance Korea, and the new trading strategies they have immersed themselves in. This podcast was recorded and is being made available solely for informational purposes. The information, statements, comments, views and opinions provided ...

Mar 08, 20211 hr 11 minEp. 38

Ep. 37 Trading a Crypto Bull Market with Avi Felman (BlockTower Capital)

Avi Felman (Head of Trading at BlockTower Capital) joins The TIE's Fundamental Value Podcast to discuss trading crypto bull markets, valuing digital assets, institutional interest, and the rise of DeFi. 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 ma...

Feb 22, 20211 hr 11 minEp. 37

Ep 36. Early Stage Crypto Investing with Wen Loong Lau (Tembusu Partners)

Wen Loong Lau (Associate Director of Tembusu Partners) joins The TIE's Fundamental Value Podcast to discuss early stage investing, crypto in Asia, and retail vs. institutional crypto growth. 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 consid...

Feb 05, 20211 hr 3 minEp. 36

Ep. 35 Systematic Crypto Arb Trading at Scale with Mitchell Dong (Pythagoras)

Mitchell Dong (CEO of Pythagoras Investments) joins The TIE's Fundamental Value Podcast to discuss building scalable systematic arbitrage strategies for crypto, the on-going inefficiencies of crypto derivatives markets, philanthropy, and running one of the largest quantitative funds in digital assets. 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 a...

Jan 05, 202149 minEp. 35

Ep. 34 Inflation as a Part of Life: Why Venezuela Needs Crypto with Mauricio Di Bartolomeo (Ledn)

Mauricio Di Bartolomeo (Co-Founder & Chief Strategy Officer of Ledn) joins The TIE's Fundamental Value Podcast to discuss crypto mining, why the USDC airdrop is so important to the people of Venezuela, building lending products for all, and the Latin American crypto market. 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...

Jan 05, 20211 hr 12 minEp. 34

Ep. 33 Market Making for Digital Assets with Anton Golub (flovtec)

Anton Golub (CEO of flovtec) joins The TIE's podcast to chat STOs, colored coins, liquidity, making markets, and why the lightning network will never work. Anton is a crypto OG, and this episode is a can't miss. 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...

Dec 10, 20201 hr 12 minEp. 33

Ep. 32 Betting $100M+ on North American Crypto Mining with Mike Colyer (DCG Foundry)

In our thirty-second episode Mike Colyer (CEO of DCG Foundry) discusses Digital Currency Group's $100M+ investment in North American cryptocurrency mining, providing financing to miners, miners (shrinking) influence over price, why producing new equipment is so difficult, and more. 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 i...

Dec 08, 20201 hrEp. 32

Ep. 31 Investing in Crypto Funds with Matthew Edwards (Dalpha Capital)

In our thirty-first episode Matthew Edwards (CEO and CIO at Dalpha Capital) discusses conducting due diligence on and investing in crypto funds, the traits he looks for in fund managers, how he handles funds with small track records, and benchmarking performance. 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...

Dec 03, 202059 minEp. 31

Ep. 30 Crypto Compliance and Growth with Chen Arad (Solidus Labs)

Chen Arad (COO at Solidus Labs) joined The TIE's Fundamental Value podcast to discuss shared-surveillance as a fundamental infrastructure necessity for regulated crypto growth. Chen covers how data-sharing agreements between crypto firms can enable crypto-ETFs, help tackle market manipulation and integrity issues, usher regulatory approval and institutional adoption, and make the crypto pie bigger for everyone. This podcast was recorded and is being made available solely for informational purpos...

Nov 27, 20201 hr 7 minEp. 30

Ep. 29 Attracting Institutions with Chris Thomas (Swissquote Bank)

In our twenty-ninth episode Chris Thomas (Head of Digital Assets at Swissquote Bank) discusses custody, interest-bearing products, and attracting institutional capital to the cryptocurrency space. 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 ...

Nov 23, 20201 hr 3 minEp. 29

Ep. 28 Research Driven Crypto Investing with Thomas Klocanas (White Star Capital)

In our twenty-eighth episode Thomas Klocanas (Principal at White Star Capital) discusses research-driven crypto investing, digital collectibles, and evaluating early stage token deals. 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...

Nov 20, 20201 hr 1 minEp. 28

Ep. 26 Exchange Differentiation with Thor Chan (AAX)

In our twenty-sixth episode Thor Chan discusses cryptocurrency exchange differentiation, leveraging LSEG's matching engine for crypto, and attracting liquidity from both retail and institutional customers. Thor Chan is the Founder and CEO of AAX. 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 b...

Nov 10, 202058 minEp. 26

Ep. 25 One Year Down the Rabbit Hole with Samantha Bohbot (DCG)

In our twenty-fifth episode Samantha Bohbot discusses DCGs state of crypto report and her experience one year down the crypto rabbit hole. Samantha Bohbot is Platform Manager at Digital Currency Group. 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 mak...

Nov 05, 202052 minEp. 25

Ep. 24 Crypto Market Structure with Aya Kantorovich (FalconX)

In our twenty-fourth episode Aya Kantorovich discusses cryptocurrency market structure, institutional trading, growing the TAM, and crypto fundamentals. Aya Kantorovich is Institutional Sales Lead at FalconX 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 ...

Nov 02, 20201 hr 7 minEp. 24

Ep. 23 Bringing Crypto Mainstream with Joel Edgerton (bitFlyer)

In our twenty-third episode, Joel Edgerton discusses how we make cryptocurrency attractive to billions of potential users across the world, listing new assets, and global cryptocurrency regulation. Joel Edgerton is the COO of bitFlyer USA 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 se...

Oct 29, 202059 minEp. 23

Ep. 22 Trading Size & Generating Alpha with John Peurifoy (Floating Point Group)

In our twenty-second episode, John Peurifoy discusses how FPG helps institutions trade at scale with limited slippage, liquidity, and token valuation. John Peurifoy is Co-Founder and CEO of Floating Point Group 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 ...

Oct 26, 20201 hr 15 minEp. 22

Ep. 21 Digital Asset Research with John Todaro (TradeBlock)

In our twenty-first episode, John Todaro discusses how he conducts token due diligence, the research techniques he brought over from traditional finance, and building crypto indices. John Todaro is the Head of Research at TradeBlock. 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 an...

Oct 22, 20201 hr 8 minEp. 21

Ep. 20 Crypto-first Banking with Thibaut Sahaghian (Multis)

In 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 as the provisio...

Oct 19, 202053 minEp. 20

Ep. 19 The Revenge of Crypto Regulators with Jorge Pesok (Crowell & Moring)

Jorge 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 podcast shou...

Oct 16, 20201 hr 22 minEp. 19

Ep. 18 Identifying the Next Big Altcoin with Mitchell Moos (Crypto Briefing)

In 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 advice or as an o...

Oct 15, 202057 minEp. 18

Ep. 17 Thesis Driven Investing with Faizan Khan (Visary Capital)

In 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 or to make o...

Oct 13, 20201 hr 14 minEp. 17

Ep. 16 Arbitrage with Carlos Betancourt of BK Coin Capital

In 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 to buy or sell an...

Oct 01, 20201 hr 7 minEp. 16

Ep. 15 - Bringing Crypto to the Masses with Aaron Malone (Crypto101)

In 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 investment advice or ...

Sep 29, 202057 minEp. 15

Ep. 14 - Crypto Dark Pools with Danny Kim (SFOX)

In 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 or to make or co...

Sep 24, 20201 hr 13 minEp. 14

Ep. 13 - Valuing a Community with Lou Kerner

In 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 or tokens or t...

Sep 21, 202058 minEp. 13

Ep. 12 - Crypto Derivatives with Pankaj Balani (Delta Exchange)

In 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 consider any inve...

Sep 17, 20201 hr 20 minEp. 12

Ep. 11 - Beating a Bitcoin Benchmark with Chris Matta

In 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 construed as th...

Sep 15, 20201 hr 10 minEp. 11

Ep. 10 - Tri-Party Repo with Paul Sacks (Digital Gamma)

In 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 investment or co...

Sep 10, 20201 hr 10 minEp. 10

Ep. 9 - Data Driven Trading with Avaneesh Acquilla

In 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 sell any se...

Sep 03, 20201 hr 5 minEp. 9
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