Seth Ginns, Managing Partner at CoinFund, discusses risk and maturity profiles across the crypto liquidity spectrum with Ted Seides.
0:00 / 0:07exact quote · 7.6s
720p mp4 · rendered on demand · StarZero watermark
“So even large cap, you could think of Bitcoin as being a, maybe a series C, a series D type venture investment.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Seth Ginns
Insight
Ginns: Crypto Investing Now Functions Like Equities With Trackable Fundamentals
“Going from really supply demand dynamics for individual tokens to an investment paradigm that looks
Quite analogous to equities with fundamentals that you can track, you can run valuation metrics, and you can put price targets on various tokens and really use …”
Ginns: Crypto projects can reach $500M-$1B liquid value within six months
“And in crypto, the time from early stage to liquid is much shorter than an equity. So you can go from being this embryonic company to Being relevant in liquid crypto in six months and having a five hundred million or billion dollar network value.”
Ginns: Tesla's Purchase Forced Corporate Boards to Consider Bitcoin
“And then I think Elon, there's really a dynamic around Tesla's purchase, where if you were your typical board a few months ago, you were saying, do we really need to consider Bitcoin? This seems like a fringe dynamic. When Elon buys, it becomes, why aren't we …”
Ginns: Bitcoin's all-time high reflects regulatory de-risking
“And I think Bitcoin breaking out to a new all-time high and continuing to move higher is really a reflection of that regulatory de-risking to a good extent.”
Ginns: The Wall Street Journal is the most underrated source of alpha
“I think the journal is the most underrated source of context and alpha in like any asset class that you're investing in. Everyone assumes it's information that's already out there, so you're not going to get much value from it, and the reality is most people, …”
This entire site, over 700 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.