A $1.8T asset manager just built a dedicated crypto investment team. I’m the Chief Investment Officer.
The “do digital assets have staying power?” debate is over. Here’s what comes next 🧵
Hyperliquid isn’t proof that few crypto projects succeed
It’s the roadmap. Strong revenue growth, token with value-accrual
A real business. The next cycle’s winners will look like this
Quick takeaways from LA (Milken and @NetworkMedici):
-Rising optimism around Clarity Act. Both crypto and banks don’t love the compromise. That’s a good sign
-Genuine allocator interest. Particularly in BTC and market neutral. Very little alts discussion from this group,
Our interpretation on crypto assets—grounded in existing law and informed by extensive public input—acknowledges what the former administration refused to recognize...
Most crypto assets are not themselves securities.
