Risk vs. Uncertainty
Tushar emphasizes the importance of focusing on returns rather than volatility in crypto investments. He warns against the pitfalls of trying to time the market and highlights the difference between risk and uncertainty, advocating for a portfolio construction that minimizes uncertainty while accepting calculated risks. His insights challenge conventional trading strategies, urging investors to maintain conviction in their long-term positions.In this clip
From this podcast

Capital Allocators – Inside the Institutional Investment Industry
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
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