About the episode
Sherwin Dowlat is a Portfolio Manager at Polychain Capital.

Topics unstacked
- Market structure impact on making short and long-term investments
- Understanding token supply structure and liquidity concentration
- Evolution of “capital coordination” in crypto
- Polychain’s most successful bets
+more!

Timestamp
02:21 First sell-side research on Bitcoin
05:47 Polychain’s fund structure: Hedge fund, Venture, Labs
11:30 Understanding market structure to make better trading decisions
18:20 Alternative forms of community-driven fundraising
24:00 Metrics for market analysis
30:00 Macro trends
35:17 Polychain’s most successful bets
38:03 Takeaways and lessons for new crypto analysts

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@realsherwind

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Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/

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