Arthur
@arthur0x
CEO & CIO @DeFianceCapital
Asia-based investment firm focusing on liquid assets spanning crypto and equities
1.7K Following 212.5K Followers
NEAR protocol and its team are out executing almost every other L1 protocol team here, extremely impressive for them to have so much positive development in one single quarter.
I took the stage on Oct 8 this week to share my keynote on "The Case for Active Management in Crypto after the 10/10 Washout"
My argument is simple: this is the strongest case in years for active management in crypto. This is not because active managers are smarter, but because the opportunity set in crypto has changed. Growth is no longer concentrated in the biggest assets.
Owning the beta alone didn't pay, but active selection does.
Show more
Legit CT guys seem to be winning big on this rally, conviction in good crypto got rewarded.
overall positive market structure.
