Seth Ginns is Managing Partner and Head of Liquid Investments at CoinFund, which he joined a year ago after a seventeen-year run as a large cap growth equity research analyst at Jennison Associates.  While in that role, Seth began angel investing a decade ago and became an early investor in Coinbase, Bitcoin, and Ethereum, which eventually led to diving into the space full-time.   Our conversation widens the discussion of crypto investments beyond Bitcoin and Ethereum with discussions of base layer protocols, decentralized finance, and non-fungible tokens. We discuss Seth’s background, how he invests in these markets, and some of the key issues and risks investing in the space.   Learn More Subscribe: Apple | Spotify | Google   Follow Ted on twitter at @tseides or LinkedIn Subscribe Monthly Mailing List  Read the Transcript 

Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team’s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies – each as it turns out, turned his focus on study bitcoin and cryptocurrencies.   Eric made news in November when he executed a $600 million purchase of bitcoin, then the largest public transaction to date. He has called bitcoin the most interesting macro trade he’s seen in thirty years in the business, and we kick off this mini series, Crypto for Institutions with his macro case for the digital asset.   Our conversation discusses the intrigue of Bitcoin as a form of money, how digital currencies will somewhat ironically increase the power of governments and the likely co-existence of bitcoin with government digital currencies in the future. The then turn to the development of institutional infrastructure for digital assets, Eric’s perspective on bitcoin as an investor and a trader, the reflexive nature of bitcoin supply, and the risks in the asset.  Lastly, we discuss the story of Eric’s big trade, the future of bitcoin, and institutional interest in the space.   Please enjoy my conversation with Eric Peters in this first of four episodes in the mini-series Crypto for Institutions.   Learn More Subscribe: Apple | Spotify | Google   Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List  Read the Transcript