CoinFund

4 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Mar 15, 2021 by Seth Ginns · said 15 times in 7 episodes since 2021 · across every show →

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brought up most by Ted Seides (15)

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Everything said about CoinFund, oldest first

Mar 15, 2021 bullish
Prediction Not checkable as stated
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.”
Seth Ginns Mar 15, 2021 ▶ 43:50 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
Mar 15, 2021 bullish
Assertion Not checkable as stated
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 …”
Seth Ginns Mar 15, 2021 ▶ 47:57 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
Mar 15, 2021 bullish
Opinion
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 …”
Seth Ginns Mar 15, 2021 ▶ 37:46 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
Mar 15, 2021
Disclosure
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…”
Seth Ginns Mar 15, 2021 ▶ 44:53 Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
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