Nova River - Cosmo Jiang (Episode #2)

In our second episode, Ben sits down with Cosmo Jiang (Twitter & LinkedIn), Founder and General Partner of Nova River.

Nova River is a web3 crypto investment fund that conducts deep research and takes a fundamental, long-term thesis-driven approach to underwriting investment opportunities with the goal of compounding capital on a multi-year time horizon.

In this show we discuss:

- Cosmo’s path to founding Nova River
- The application of traditional investing frameworks in crypto
- Different token types and what they represent
- Themes and projects that Cosmo is most excited about
- & much more

Enjoy this episode with Cosmo of Nova River!

Timestamps

2:15 What is the origin of Nova River?

3:11 What is your background?

6:00 Did you evaluate blockchains at Hitchwood?

8:50 Transitioning to the Crypto world

13:10 How have you accelerated your learning to understand the technical merits of projects?

16:00 What was it like to launch a digital asset fund?

20:01 How did you develop your strategy for Nova River?

26:50 Where do you see tokens going in the future?

34:04 What novel type of analysis are you doing for Tokens?

38:45 What sectors of crypto are you most excited about?

43:03 Where do you see NFTs going in the future?

45:23 What can we do with NFT-based loyalty points?

46:58 What is something you do outside crypto that is of value to you?

49:01 What positive things about crypto are you saying to your investors?

Resources Mentioned

Nova River

Hitchwood Capital Management

Polygon Blockchain

Starbucks Odyssey NFT

Helium ($HNT)

Connect with the guest

Cosmo Jiang https://mobile.twitter.com/cosmo_jiang

Nova River https://mobile.twitter.com/novariverxyz

Disclaimer

This information is being provided to you for educational and informational purposes only. Any advice and information on this podcast is general only, and has been prepared without taking into account your particular circumstances and needs. Before acting on any advice on this podcast you should assess or seek advice on whether it is appropriate for your needs, financial situation and investment objectives.