All assets eventually follow the laws of gravity. The only thing that matters to investors at the end of the day, and this has been true for millennia, is cash flow.

cash-flowfundamentalsCoinDesk, 2024

None of this stuff is worth anything if no one uses it.

fundamentalsusageCoinDesk, 2024

If fundamental investing does not come to this industry, it just means that we failed.

cryptofundamentalsCoinDesk, 2024

Crypto went from nothing to $3.4 trillion in market cap on the back of retail interest, but the only way for this asset class to keep growing is by attracting institutional capital.

growthinstitutionsCoinDesk, 2024

I'm not a crypto native, I'm really a tech investor, so I don't believe in decentralization for the sake of decentralization.

decentralizationphilosophyCoinDesk, 2024

I would never, as a hedge fund investor, invest in a blackjack player. But I've made a lot of money investing in casinos.

platformsriskCoinDesk, 2024