For many years, Bitcoin and cryptocurrencies were regarded as little more than a nerdy curiosity by the financial world. But with the rise of Bitcoin and Ethereum, the process of cryptocurrencies becoming a recognized asset class has begun.
One person at the forefront of this transformation is Ari Paul. Previously a portfolio manager at the University of Chicago’s $8 billion endowment, he recently left to start the cryptocurrency hedge fund BlockTower Capital. He joined us for an insightful conversation about one of the biggest trends in the industry.
Topics covered in this episode:
Ari’s background as a portfolio manager at the University of ChicagoThe difficulties of investing in cryptocurrency for a large endowmentWhy he started the cryptocurrency hedge fund BlockTower CapitalHow to construct a cryptocurrency portfolioThe hedge fund vs the VC model in the cryptocurrency spaceWhy cryptocurrencies represent an exceptional investment opportunityThe operational complexities of running a crypto hedge fundWhy an avalanche of institutional money is entering the blockchain spaceThe Cryptocurrency Investor BlogHow to Think About Investing in Cryptocurrency: Why Exceptional Opportunities ExistHow to Think About Investing in Cryptocurrency: What needs to existTable Selection | The Cryptocurrency InvestorThe Wall Street Moment | The Cryptocurrency InvestorBlockTower CapitalTwitter - Ari PaulThis episode is hosted by Brian Fabian Crain and Meher Roy. Show notes and listening options: epicenter.tv/202