CoinFund
fund on 2 shows · 4 statements across 1 episodes · said 16 times in 8 episodes since 2021
Mentions by year, every show
tap a year for its mentions
Capital Allocators 15
TBPN 1
2024 1 mention in 1 episode
2022 6 mentions in 6 episodes 1 per episode
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Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP.06) -
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05) -
Olaf Carlson-Wee – The Future of Crypto (EP.257, Crypto for Institutions 2 – EP.04) -
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03) -
Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02) -
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01) - every mention in 2022, scene by scene →
every mention on every show, scene by scene, with the transcript →
4 statements about CoinFund, every show
Ginns: Aave outpaced lending peers through rapid innovation and novel products
“So we saw this greater level of engagement. We saw a fast pace of innovation, and then we were tracking engagement with the protocol itself and really just saw that they were seeing a lot of adoption and outpacing Some of their peers really because of the new …”
Ginns: Institutional Adoption Could Turn Current Bitcoin Cycle into a Super Cycle
“So I think we could pull forward the next Bitcoin cycle, have this be a super cycle.”
Ginns: CoinFund re-underwrites liquid holdings after 20-25% drawdown vs Bitcoin
“So if we have a, depending on the volatility of the asset, if we have a 20 to 25% relative drawdown versus Bitcoin, let's make sure that our thesis is playing out. Let's make sure we understand the dynamics that are at play. And the re-underwriting decision ca…”
Ginns: Institutions Move Beyond Bitcoin in 3 to 6 Months
“And I think we're certainly seeing in the institutional conversations that we're having a very quick progression from either Bitcoin alone or Bitcoin and Ethereum to start to looking at a broader set of crypto assets. And it's not a two year progression. It's …”