Released January 28th, 2022
Ari Paul - The Evolution of Crypto Investing
Ari Paul is the co-founder and CIO of BlockTower Capital. We cover cryptocurrency valuation frameworks, parallels between the NFT and DeFi cycles, and his perspectives on various blockchain asset classes.
Professional Investors
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Colossus Research
BlockTower Capital Research
Our research on BlockTower Capital, prepared ahead of Eric's conversation with Ari.
Josh Seims - Hash Power - Part 2
The founders of Polychain, Metastable, and Blocktower Capital are our primary guides as we cover why we need bitcoin and blockchains, investing in cryptocurrencies and ICOs, and the lifecycle of a token.
Aaron Wright - A Primer on DAOs
Aaron Wright is a law professor at Cardozo School of Law and founder of Tribute Labs. We cover the hive-mind that makes a DAO special, the mechanics of decision making within a DAO, and other possibilities DAOs could unlock.
Crypto for Institutions: Ari Paul - Exploiting Inefficiencies in Crypto Trading
Ari Paul explains obstacles for institutional participation that led to the formation of BlockTower and its wide ranging trade strategies.
The Potential DeFi Collapse, Bull & Bear Markets, and MobileCoin with Ari Paul
Ari Paul explains crypto market cycles, the gap between DeFi and traditional banking, and challenges in building crypto games.
“Is it priced in?” – thoughts on valuing BTC and the upcoming Halving
Ari Paul walks through multiple models for valuing Bitcoin.
Heuristics for Crypto Portfolio Management
Ari Paul shares 10 simple rules for portfolio management, prioritizing simplicity and survival.
Central Bank Digital Currencies (CBDCs)
Ari describes how CBDCs will meaningfully reshape the financial and potentially even political system.
Investment Memo
Decentralized Finance (DeFi): A Primer for Professional Investors
Bitwise's excellent primer on the evolving landscape and opportunity set in DeFi.