On Fundamental Value we speak with the leading hedge funds, analysts, trading venues, and digital asset market participants. Our goal is simple – to understand how the leading minds in the cryptocurrency space are researching, analyzing, and quantifying the value of cryptocurrency.
The Fundamental Value Podcast is hosted by Joshua Frank, CEO of The TIE – the leading provider of institutional cryptocurrency data.
https://thetie.io
In our eighth episode, Sacha Ghebali discusses the state of cryptocurrency liquidity, fake trading volume, his journey from aerospace engineering to crypto data, Uniswap, DeFi, and so much more. Sacha Ghebali is the Outreach Officer at Kaiko, a leading market data company.This podcast was recorded and is being made available...
In our seventh episode, Philip Gradwell discusses how Chainalysis helped the US government arrest the Twitter hacker, how blockchain analytics explains the economics of Bitcoin, and how data can help us understand both the supply and demand side of cryptocurrency.Philip Gradwell is Chief Economist at Chainalysis, the leading blockchain analysis...
In our sixth episode, James Zhang discusses growing up in the Congo, starting a crypto fund of funds, conducting due diligence on hedge funds, the outlook on cryptocurrency in China, and forming one of the premiere family office investing networks around the globe. James Zhang is a Co-Founder of Black...
In our fifth episode, Quantfiction & BitDealer of Markets Science discuss the importance of taking a data-driven approach to crypto trading, the lack of objectivity in digital assets, why the CME gap isn't as advertised, and why they believe technical analysis sucks.Quantfiction & BitDealer are the Co-Founders of Market Science....
In our fourth episode, Yoni Assia discusses the tokenization of everything, how eToro decides which cryptocurrencies to list, crypto vs. equity trading on eToro, and the power of social trading.Yoni Assia is a Co-Founder and CEO at eToro, the leading social trading platform with over 14M active users. This podcast...
In our third episode, Evan Feng discusses his transition from Citadel & Point72 to crypto, the craziness of DeFi, YAM, and LINK, why crypto needs better investor relations, and how his fund makes informed investment decisions.Evan Feng is the Founder & CIO of Tapestry Capital, a long-short discretionary hedge fund...
In our second episode, Kevin Kelly discusses his transition from Bloomberg to crypto, the research techniques his firm has brought from traditional finance, how he thinks about token economics, how Delphi identifies new tokens to cover, and what makes Delphi's token research unique.Kevin Kelly is a Co-Founder and Chief Market...
In our first ever episode, Katie Talati discusses how she due diligences token projects, the research techniques her team has brought over from traditional finance, how Arca identifies new assets for trading, and how she defines fundamentals for crypto.Katie Talati is the Head of Research at Arca, a full-service cryptocurrency...
