Insights from a crypto portfolio manager

Welcome to this week's crypto podcast, featuring a special guest, Cosmo Jiang, Portfolio Manager at Pantera Capital, a veteran in traditional finance with 12 years of experience spanning M&A, PE, and L/S equity hedge funds. Cosmo provides valuable insights into the world of crypto and blockchain. 

Cosmo discusses various aspects of the crypto landscape, including the competition between Layer 2 solutions and Ethereum, the potential for expanding the Total Addressable Market (TAM) as Layer 2 scales, the emergence of major consumer applications, the concept of account abstraction, the intersection of NFTs and gaming, and the significance of decentralized compute networks like DEPIN. 

Also covered by the team: 

- Positioning, comparing the skew of ETH versus BTC in the market. 

- The Grayscale appeal this week and provides macroeconomic insights. 

- Market flows and comparing ETH versus BTC futures. He also delves into the dynamics of ETH transactions. 

- Sid returns to discuss the latest developments in friendtech, soon to launch ARB incentives, and the tokenization of Real World Assets (RWA), providing a well-rounded view of the Web3 ecosystem. 

Host 

• Ben Floyd, Head of Execution Services 

Special Guest 

• Cosmo Jiang, Portfolio Manager at Pantera Capital 

Presenters 

• Georg Toropov, Senior CES Salestrader 
• David Duong, Head of Institutional Research 
• Greg Sutton, Senior CES Salestrader 
• Sid Shekhar, Blockchain Research Manager

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