The Year Ahead – Jan 2023 Following what was a difficult year for the blockchain industry in 2022, we discuss some of the major events in a year-in-review recap. The investment team also shares their perspectives on how 2023 may unfold, including insights into which sectors we are monitoring for potential growth. Founder and Managing Partner Dan Morehead also discusses his view on the digital asset markets in the broader macro context.
Emerging Catalysts In Crypto – Sep 2023 Following the news that the U.S. appeals court ruled in favor of Grayscale in their lawsuit against the SEC regarding the conversion of GBTC to a spot Bitcoin ETF, we discuss the implications of this on the likelihood of an ETF approval. Portfolio Manager Cosmo Jiang also shares his perspectives on the parallels between the crypto industry and maturity in equities.
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