The Scoop

Hedge fund manager explains just how spot ETFs fundamentally altered crypto markets


Listen Later

The Scoop's host, Frank Chaparro, was joined by Cambrian Asset Management President Tony Fenner-Leitão.


In this episode, Chaparro and Fenner-Leitão discussed his firm's approach to the crypto market, which involves using machine learning and data-driven models. They also touched on the impact of increased institutional participation and regulatory changes in the crypto space and how these developments have affected the overall market dynamics.


OUTLINE

00:00 Introduction

03:29 Lack of liquid participants

08:25 Cambrian’s perspective on the Trump meme coin

13:31 Shifting market dynamics

17:18 Regulatory changes

22:56 Cambrian’s requirements for entering a market

29:16 Active management vs VC allocation

35:39 Conclusion


GUEST LINKS

Tony Fenner-Leitão - https://www.linkedin.com/in/tonyfennerleitao/

Cambrian Asset Management - https://www.cambrianasset.com/

Cambrian Asset Management on X - https://x.com/CambrianAsset


This episode is brought to you by our sponsor: Polkadot

Polkadot is the blockspace ecosystem for boundless innovation. To discover more, head to polkadot.network

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