digital assets

“You kind of have this call option on technology when you buy these assets that you don't have in gold. Like gold will be the same, In 2000 years as it was 2000 years ago, but these assets are going to be different and improved in a year and 10 years and a hund…”

“Alan's deeply knowledgeable in this space. He has all kinds of investments throughout the ecosystem and is probably the earliest hedge fund person in this space.”

“I think that what people misunderstand is the intent of regulators is to create A sound foundation for digital assets upon which American entrepreneurs and financial institutions can innovate and can build.”

“We bought, I think this is all public information, we bought over six hundred million dollars of digital assets.”

“The ones who are thinking about digital assets are thinking about it in kind of that debasement hedge part of their portfolio. And it's really attractive because it is highly convex. So you could have a relatively small allocation and it could go up 10 X or it…”

“I think as a fiduciary, we're doing the right thing because I think the market is overpricing all these risks, and that's why the price is low relative to where it will be.”

“What I've learned through this process is that there just aren't good vehicles for them to invest in.”

“One surprise though, digital assets peaked in around spring of 22, has been in a nuclear winter pretty much since, but surprisingly we have 40 firms here that are digital asset firms. And those firms are performing about at break-even level. They're not punchi…”

“Borrowing digital assets has historically been very difficult, but recently there have been massive improvements in infrastructure to be able to do that and to be able to execute on a more fundamental or event-driven long short strategy within the space.”