cryptocurrency

7 statements across 6 episodes · 1 bullish · 2 bearish · 6 people on the record · first statement Mar 18, 2021 by Ari Paul · across every show →

Everything said about cryptocurrency, oldest first

Mar 18, 2021 neutral
Assertion Not checkable as stated
Paul: Professional Capital Controls Under 3% of Crypto Assets
“The professional capital and cryptocurrency probably controls less than three percent of the assets, which is the lowest ratio of any major asset class.”
Ari Paul Mar 18, 2021 ▶ 32:39 Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
Mar 18, 2021 negative
Opinion
Paul: Traditional Quant Firms Cannot Utilize Crypto On-Chain Data
“Amazing thing about cryptocurrency is that we have these whole new types of data that traditional quant has never had. And traditional quant firms have no idea how to make use of it.”
Ari Paul Mar 18, 2021 ▶ 31:16 Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
Apr 15, 2021 neutral
Opinion
Xie: Wallet setup and onboarding are the hardest parts of NFTs
“I think the hardest part actually is getting set up with a wallet and onboarding yourself into accepting cryptocurrency in that piece, but there are marketplaces now that make it accessible.”
Linda Xie Apr 15, 2021 ▶ 33:50 a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
Jun 23, 2022 bullish
Opinion
Olaf Carlson-Wee: Crypto is a superior product to state-issued fiat money
“You sort of have this alternative to the state issued money. That's sort of a better product for the end user.”
Olaf Carlson-Wee Jun 23, 2022 ▶ 8:07 Olaf Carlson-Wee – The Future of Crypto (EP.257, Crypto for Institutions 2 – EP.04)
May 8, 2023 bearish
Disclosure
Davidson Kempner is skeptical of crypto and holds minimal exposure
“Rightly or wrongly, we've been very skeptical towards cryptocurrency, and so we've done very little investments that have any angle related to cryptocurrency on them. Not zero, but very, very few of those, and that's one where I just couldn't get my arms aroun…”
Tony Yoseloff May 8, 2023 ▶ 40:27 Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
Aug 21, 2023 neutral
Disclosure
Miranda: Partners Capital avoids crypto except through blockchain venture capital
“On crypto, we have studied it. And we have come to a decision not to invest other than in blockchain venture capital.”
Stan Miranda Aug 21, 2023 ▶ 49:08 Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
May 13, 2024 neutral
Disclosure
Asness: AQR trades crypto exclusively via small trend-following positions
“The most extreme example I'll give you is there's a one place in our entire business. We trade crypto, pure trend following strategies in places that we have a broader model where we're doing macro that is valuation carry doesn't have any of those, or at least…”
Cliff Asness May 13, 2024 ▶ 47:45 Cliff Asness - Simple Investing is Hard (EP.385)
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