Wyatt sits down with Felipe Montealegre and Noah Goldberg of Theia Capital, a fund investing actively in liquid crypto tokens with strong fundamentals. In this episode:
- What drives crypto market valuations? Fundamentals or supply of capital?
- The imbalance between venture vs hedge fund activity in crypto markets
- Navigating a market where assets become liquid early in their lifecycle
- Talent in the crypto industry
- What makes exceptional founders and team members?
- Using LLMs in investing and general workflow
- Future themes Theia is excited about
