Crypto Investment Dynamics
Ben discusses the rapid pace of information flow in crypto, emphasizing the need for constant reassessment of investment theses. He highlights the stark differences between crypto and venture investing, particularly in decision-making around selling assets. The conversation also touches on the wide range of earnings multiples in the DeFi space, stressing the importance of fundamental analysis while acknowledging the inherent volatility and uncertainty that can dramatically affect cash flows.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
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