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Felipe Montealegre and Noah Goldberg (Theia Capital) on Investing in Internet Capital Markets (EP.668)

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Manage episode 507915557 series 2550834
Content provided by Castle Island Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Castle Island Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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
  continue reading

544 episodes

Artwork
iconShare
 
Manage episode 507915557 series 2550834
Content provided by Castle Island Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Castle Island Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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
  continue reading

544 episodes

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