Treceți offline cu aplicația Player FM !
The Secrets of Crypto Hedge Funds ft. Richard Galvin
Manage episode 433149565 series 3321536
🔥 Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
Raoul Pal welcomes Richard Galvin, CEO of Digital Asset Capital Management, to take us under the hood of crypto hedge funds and digital asset market makers. Richard reveals the strategic differences between institutional and retail investors, what the future of Layer-1 protocols might look like, why gaming is "the big elephant in the room," and much more. Recorded on August 5, 2024.
📢 This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
Timestamps:
(00:00) Sponsor: Kraken OTC
(00:31) Subscribe to the channel
(01:36) Introduction
(02:15) Overview of Exponential Age Asset Management
(02:49) Small Size of Crypto Hedge Fund Industry
(03:27) Key Players in the Crypto Hedge Fund Space
(04:00) Introduction to Richard Galvin and DACM
(05:09) Joining the Real Vision Platform
(06:14) Richard Galvin’s Background and Current Role
(07:16) Current Market Conditions and Volatility
(08:34) Navigating Volatility in Crypto Markets
(09:54) The Importance of Patience in Crypto Investing
(10:43) Understanding Market Phases and Cycles
(11:38) Macro Trends and Long-Term Perspectives
(12:08) Structural Issues in Crypto Markets
(13:46) Managing Cash and Flexibility in Portfolios
(14:44) The Challenges of Timing the Market
(16:05) Long-Term Investment Strategies
(17:54) The Role of Hedge Funds in Crypto
(19:24) Misconceptions About Crypto Hedge Funds
(20:52) Market Neutral and Long/Short Strategies
(21:56) The Future of Liquid Crypto Markets
(23:30) Impact of Market Liquidity on Prices
(24:32) Role of Asian Trading Groups
(25:29) The Influence of Market Makers
(27:18) Redistribution of Tokens and Market Impact
(28:46) Effects of Bitcoin ETFs on Market Dynamics
(30:19) Fundamental Value in Altcoins
(31:54) The Altcoin Bear Market
(32:30) The Importance of User Growth
(33:00) The Impact of Meme Coins on the Market
(34:30) Shifting Capital to Meme Coins
(35:54) Evaluating New Tokens and Protocols
(37:48) Revaluation of Altcoins and Market Adjustments
(38:40) Layer One Race and Emerging Protocols
(40:23) Telegram and Consumer Apps in Crypto
(42:07) New Trends in Token Launches
(43:44) Aligning Investors and Teams in Crypto
(44:46) Opportunities in Altcoins and Layer One Protocols
(46:29) Evaluating New Market Entrants
(47:54) Balancing Risk and Reward in Crypto Investing
(49:52) Future Price Acceleration and Market Structure
(50:56) Closing Thoughts and Insights
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
Learn more about your ad choices. Visit podcastchoices.com/adchoices
668 episoade
Manage episode 433149565 series 3321536
🔥 Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
Raoul Pal welcomes Richard Galvin, CEO of Digital Asset Capital Management, to take us under the hood of crypto hedge funds and digital asset market makers. Richard reveals the strategic differences between institutional and retail investors, what the future of Layer-1 protocols might look like, why gaming is "the big elephant in the room," and much more. Recorded on August 5, 2024.
📢 This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
Timestamps:
(00:00) Sponsor: Kraken OTC
(00:31) Subscribe to the channel
(01:36) Introduction
(02:15) Overview of Exponential Age Asset Management
(02:49) Small Size of Crypto Hedge Fund Industry
(03:27) Key Players in the Crypto Hedge Fund Space
(04:00) Introduction to Richard Galvin and DACM
(05:09) Joining the Real Vision Platform
(06:14) Richard Galvin’s Background and Current Role
(07:16) Current Market Conditions and Volatility
(08:34) Navigating Volatility in Crypto Markets
(09:54) The Importance of Patience in Crypto Investing
(10:43) Understanding Market Phases and Cycles
(11:38) Macro Trends and Long-Term Perspectives
(12:08) Structural Issues in Crypto Markets
(13:46) Managing Cash and Flexibility in Portfolios
(14:44) The Challenges of Timing the Market
(16:05) Long-Term Investment Strategies
(17:54) The Role of Hedge Funds in Crypto
(19:24) Misconceptions About Crypto Hedge Funds
(20:52) Market Neutral and Long/Short Strategies
(21:56) The Future of Liquid Crypto Markets
(23:30) Impact of Market Liquidity on Prices
(24:32) Role of Asian Trading Groups
(25:29) The Influence of Market Makers
(27:18) Redistribution of Tokens and Market Impact
(28:46) Effects of Bitcoin ETFs on Market Dynamics
(30:19) Fundamental Value in Altcoins
(31:54) The Altcoin Bear Market
(32:30) The Importance of User Growth
(33:00) The Impact of Meme Coins on the Market
(34:30) Shifting Capital to Meme Coins
(35:54) Evaluating New Tokens and Protocols
(37:48) Revaluation of Altcoins and Market Adjustments
(38:40) Layer One Race and Emerging Protocols
(40:23) Telegram and Consumer Apps in Crypto
(42:07) New Trends in Token Launches
(43:44) Aligning Investors and Teams in Crypto
(44:46) Opportunities in Altcoins and Layer One Protocols
(46:29) Evaluating New Market Entrants
(47:54) Balancing Risk and Reward in Crypto Investing
(49:52) Future Price Acceleration and Market Structure
(50:56) Closing Thoughts and Insights
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
Learn more about your ad choices. Visit podcastchoices.com/adchoices
668 episoade
All episodes
×Bun venit la Player FM!
Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.