*New* Crypto Unstacked Trader's Edition

Deep Dive: Polychain Capital | Betting Early on Crypto Capital Coordination?

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▬ THIS WEEK'S EPISODE ▬▬▬▬▬▬▬▬▬▬
Crypto Unstacked's #Investor Insight Series Ep 3 features Sherwin Dowlat @realSherwinD, Portfolio Manager at Polychain Capital.

In this episode, Sherwin and I unstack:
► 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 ▬▬▬▬▬▬▬▬▬▬
00:00 Intro
04:12 Polychain’s fund structure: Hedge fund, Venture, Labs
11:01 Understanding market structure to make better trading decisions
24:00 Metrics for market analysis
30:43 Macro trends
36:50 Polychain’s most successful industry bets

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▬ DISCLOSURE ▬▬▬▬▬▬▬▬▬▬
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.

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