Episode Details

Crypto Credit Markets Will Rewrite Risk Management | David Grider
8/20/2025
Forward Guidance

Key Insights

Bullish:

  • 🟢 $BMNR - Significant investment in Bitmine (BMNR), an Ethereum-focused Digital Asset Treasury (DAT) company, indicating strong conviction in its potential.
    • Like a large portion of, you know, our fund is in Bitmine, BMNR, which we got into the deal of.” - David (44:58)
  • 🟢 $DAT - 🔒
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  • 🟢 $CRYPTOCREDIT - 🔒
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  • 🟢 $CRYPTOIPOS - 🔒
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  • 🟢 $CIRCLE - 🔒
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  • 🟢 $ETHDATS - 🔒
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