Crypto Hedge Funds: Who Has The Winning Formula?
summary
Panelists argue crypto funds cap ICO exposure (often max 10% or lower) and prefer live blockchains because ICOs bring lockups, liquidity risk and legal uncertainty. Markets show a 67–70% drawdown from December so strategies prioritize capital preservation, rebalancing and cash. Custody and insurance gaps block big institutions: fewer than 20 assets trade >$1M daily, exchanges show opaque or fake volume, and Telegram’s multi‑billion raise plus ~18‑month lockups exemplify valuation and liquidity red flags. Due diligence demands product, projections and clear token economics.
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chapters (7)
- 0:00Introductions
- 2:08Ico regulation and strategy
- 8:19Navigating the bear market
- 12:38Institutional adoption
- 19:42Trading and exchanges
- 22:56The telegram case study
- 25:57Due diligence and outlook
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