Bullish:

• 🟢 $Liquid Crypto Funds - Discussing the attractiveness and potential of liquid crypto funds, emphasizing active management and the significant deployment of funds post-FTX.
  • “I think the biggest business opportunity for a NASA manager... is, start launch a liquid fund.” - Ray (0:00)
  • “I would say active management on the liquid side is very, very interesting, and that's that's where it stops essentially.” - Ray (0:00)
  • “I can tell you that during after FTX, we we've deployed maybe 5 x the amount 6 x the amounts that we've deployed, we've deployed in liquid funds versus venture funds.” - Ray (0:00)
  • “The liquid side is very attractive and still highly investable.” - Ray (0:00)
  • “I would rather have a fund that is fully allocated or at least those are our core positions within our book, by the way. We have managers that are more active, but our 2 largest positions are always fully allocated and, you know, generating generating alpha through picking.” - Ray (0:00)
  • “I think the focus needs to be on your strength, which should be fundamental analysis and trying to predict the future of how these assets will evolve or how these markets will evolve, not trying to play the game of market psychology because that game is it is an inherently chaotic game that does not repeat.” - Tushar (0:00)
  • “I think the meta for token launches is changing right now.” - Tushar (0:00)🔒
  • “I think the market is going to delegitimize that and say, I know that that's not real. And once once the market knows that that's not real, then you don't get credit for it anymore.” - Tushar (0:00)🔒
  • “I think the right framework is how much is this worth in my mind? What do I think this could be? Then figure out what is the best way for me to get exposure to it.” - Tushar (0:00)🔒
  • “I think the key is invest based on strength, not lack of weakness.” - Tushar (0:00)🔒
  • “I think the single highest leverage place to have crypto's voice show up is in the US senate, and we think the single highest leverage way to do that is by donating to these critical swing races in swing states where crypto as a community with our money and our votes and our voice can have a real impact.” - Tushar (0:00)🔒
• 🟢 $Deepen - 🔒

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• 🟢 $Gaming - 🔒

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