Leigh Drogen

GP & CIO, Starkiller Capital · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderinvestorexecutive@LDrogen ↗LinkedIn ↗starkiller.capital ↗

Leigh Drogen is the founder and former CEO of Estimize, a crowdsourced earnings estimate platform acquired by ExtractAlpha. He serves as General Partner and Chief Investment Officer of Starkiller Capital, an institutional digital asset investment firm.

28statements → 5claims → 0claims resolved → 3.89/5average certainty → 2.43/5average debate potential → ≈4.5/5argument clarity, estimated →

5 not checkable as stated how the 5 claims stand · each chip opens the sources

2 predictions · 3 assertions · 9 opinions · 7 insights · 7 disclosures · every statement was checked. The predictions and assertions are the 5 claims: statements the public record can support or contradict. 0 are resolved, and 5 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Leigh argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Leigh Drogen on measured tape to publish a rate. This says nothing about how they speak.

What they said28 Episodes1

Everything Leigh Drogen said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Assertion Not checkable as stated

Drogen: Unlike equities, crypto tokens reach liquidity in 12 to 18 months

“Unlike equity markets where companies will stay private for five, six, seven, 10 years in crypto, like the token might be liquid a year or a year and a half after you invest in it.”

Leigh Drogen Jun 2, 2022 ▶ 36:54 Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)

Disclosure

Drogen: Starkiller hedges beta using Bitcoin and Ethereum perpetual futures

“And what usually happens is we'll hedge with some super liquid assets that we can do very cheaply, specifically perpetual futures contracts in Ethereum, Bitcoin, and a couple others.”

Leigh Drogen Jun 2, 2022 ▶ 43:36 Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)

Disclosure

Drogen: Starkiller models its investment approach on AQR and Tiger Global

“We try and pattern ourselves off of some mix of AQR and Tiger Global, and I think he's done it right, and he's taken his lumps along the way sometimes, but Times like this, he gets to come back and say, Hey, look, you know, the process works.”

Leigh Drogen Jun 2, 2022 ▶ 57:53 Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)

Disclosure

Drogen: Starkiller's investable crypto universe is constrained to 350-400 coins

“Our universe that we can really touch in any significant way is something like 354 hundred coins today. That's growing pretty quickly because the liquidity is growing relatively quickly.”

Leigh Drogen Jun 2, 2022 ▶ 32:42 Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.32)

Appearances (1)

Episode	Date	Speaking time
Leigh Drogen – Quantamental Approach to Crypto at Starkiller Capital (Manager Meeting, EP.	Jun 2, 2022	45m

Leigh Drogen

The record, in short

How they sound: not measured why? →

Appearances (1)

Turn any episode into a week of clips.