Liquid Funds vs. VC: How Crypto Investing Is Evolving
summary
A new multi‑manager fund raises $130M Atlas, pooling five portfolio managers and adding a chief risk officer plus real‑time risk controls to enforce drawdown, concentration and exchange limits. A multi‑strategy operator launches Bitcoin and Ethereum quant funds via a joint venture with Amphibian Capital and negotiates institutional custody separation. Liquid funds show months of +30% and −15–20% volatility yet delivered 15x (2020–21); another manager reports $650M profit returned over four years. Fund count rises from 50 in 2018 to ~150 today.
AI-written summary · about
chapters (11)
- 0:00Introduction
- 0:46Atlas fund launch and LP evolution
- 3:14Hedge funds and Bitcoin ETFs
- 6:03Spartan’s Asia approach
- 9:29Latin America’s crypto potential
- 10:54Geographic trends in crypto VC
- 11:36Why VC dominates liquid funds
- 13:23Liquidity versus venture volatility
- 15:54Competition and returns in crypto funds
- 16:57Regulation’s role in crypto funds
- 19:46Future of long-only crypto funds
related talks
16mWhere's the Alpha: Liquid or Venture?
33mCrypto Hedge Funds: Who Has The Winning Formula?
34mLiquidity Flood: Effects Of Traditional Capital Entering The Crypto Market
38mNavigating Crypto as a Venture Fund
19mLightning Round: The Future of Crypto Asset Management
14mThe Institutionalization Of Crypto Assets
18mTrade Crypto and Mitigate Risks, Experienced Fund Managers Explains.
14mExploring Institutional Engagement with Crypto Assets