Beyond Bitcoin
Crypto and digital assets; the week’s news and events in the rear vision mirror. Keeping it simple and hypothesising about what these events might mean to our favourite assets and to us as humans living into the digital world. Enjoy two blokes chatting one from a fund management viewpoint (Deryck Graham) and one deeper dive tech (Nitin Gaur). Let the chat and banter begin and remember feel free to contribute to future topics and to leave comments.
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Episodes
23 hours ago
23 hours ago
Join Derek Graham in this engaging episode of Beyond Bitcoin as he and guest Dan Tapiero discuss the burgeoning world of Bitcoin, crypto assets, and the macro events shaping our digital landscape. They delve into the importance of diversifying into Bitcoin, the role of decentralization in infrastructure, and the potential for tokenizing real-world assets. Learn about the significance of digital wallets, the unique advantages of cryptocurrency in global contexts, and the promising future of decentralized finance. This episode is a goldmine for anyone eager to understand the evolving landscape of digital assets.
23 hours ago
23 hours ago
Join Derek Graham in this engaging episode of Beyond Bitcoin as he and guest Dan Tapiero discuss the burgeoning world of Bitcoin, crypto assets, and the macro events shaping our digital landscape. They delve into the importance of diversifying into Bitcoin, the role of decentralization in infrastructure, and the potential for tokenizing real-world assets. Learn about the significance of digital wallets, the unique advantages of cryptocurrency in global contexts, and the promising future of decentralized finance. This episode is a goldmine for anyone eager to understand the evolving landscape of digital assets.
Tuesday Oct 29, 2024
Tuesday Oct 29, 2024
Join host Derek Graham as he interviews Andrew Woodruff, CIO of Black Lotus Capital, in this episode of 'Beyond Bitcoin.' Discover Andrew's journey into the crypto space and the unique institutional approach of Black Lotus Capital, focusing on a research-driven, long-short investment strategy targeting altcoins. Explore the balance between managing volatility and capturing significant value, the importance of sustainable competitive moats, and the impact of meme coins. Learn about their commitment to institutional-grade processes, risk management, and adaptive strategies to create alpha in the evolving crypto landscape. Connect with Andrew on LinkedIn for further insights and networking opportunities.
DISCLAIMER: THIS DISCUSSION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT TO BE CONSIDERED INVESTMENT ADVICE
Tuesday Oct 29, 2024
Tuesday Oct 29, 2024
Join host Derek Graham as he interviews Andrew Woodruff, CIO of Black Lotus Capital, in this episode of 'Beyond Bitcoin.' Discover Andrew's journey into the crypto space and the unique institutional approach of Black Lotus Capital, focusing on a research-driven, long-short investment strategy targeting altcoins. Explore the balance between managing volatility and capturing significant value, the importance of sustainable competitive moats, and the impact of meme coins. Learn about their commitment to institutional-grade processes, risk management, and adaptive strategies to create alpha in the evolving crypto landscape. Connect with Andrew on LinkedIn for further insights and networking opportunities.
DISCLAIMER: THIS DISCUSSION IS FOR EDUCATIONAL PURPOSES ONLY AND IS NOT TO BE CONSIDERED INVESTMENT ADVICE
Tuesday Oct 22, 2024
Tuesday Oct 22, 2024
Join Deryck Graham and Nitin Gaur as they explore recent developments in the crypto market, including the European Central Bank's interest rate changes and their impacts. Dive into the performance of Bitcoin and Ethereum ETFs, and gain insights into Ethereum's complexities and Solana's rapid rise. Discover how Layer 1 protocols are transforming the ecosystem, and analyse the shift towards advanced Layer 3 and Layer 4 applications. Examine investment trends in DeFi, the role of VCs, and the evolving landscape of digital assets, focusing on Bitcoin, Ethereum, and stablecoins. Understand institutional interest from Asia and MicroStrategy's influence on Bitcoin, while exploring the tokenisation efforts by PayPal, Visa, and Stripe. This comprehensive discussion provides valuable insights into the future of digital asset investments and the potential onset of a new bull market.
00:00 Introduction and Welcome
01:00 Market Updates and Bitcoin's Performance
02:52 Ethereum's Complexity and Challenges
03:57 Solana's Rise and Institutional Interest
08:17 Investment Perspectives on Layer 1 Protocols
10:24 Layer 2 and Beyond: Future of Blockchain
12:36 Ethereum's Value vs. Price Debate
14:01 Venture Capital Shifts Focus
16:40 Bitcoin's Unique Position
20:51 The Role of Stablecoins
22:22 Conclusion and Future Outlook
Tuesday Oct 22, 2024
Tuesday Oct 22, 2024
Join Deryck Graham and Nitin Gaur as they explore recent developments in the crypto market, including the European Central Bank's interest rate changes and their impacts. Dive into the performance of Bitcoin and Ethereum ETFs, and gain insights into Ethereum's complexities and Solana's rapid rise. Discover how Layer 1 protocols are transforming the ecosystem, and analyse the shift towards advanced Layer 3 and Layer 4 applications. Examine investment trends in DeFi, the role of VCs, and the evolving landscape of digital assets, focusing on Bitcoin, Ethereum, and stablecoins. Understand institutional interest from Asia and MicroStrategy's influence on Bitcoin, while exploring the tokenisation efforts by PayPal, Visa, and Stripe. This comprehensive discussion provides valuable insights into the future of digital asset investments and the potential onset of a new bull market.
00:00 Introduction and Welcome
01:00 Market Updates and Bitcoin's Performance
02:52 Ethereum's Complexity and Challenges
03:57 Solana's Rise and Institutional Interest
08:17 Investment Perspectives on Layer 1 Protocols
10:24 Layer 2 and Beyond: Future of Blockchain
12:36 Ethereum's Value vs. Price Debate
14:01 Venture Capital Shifts Focus
16:40 Bitcoin's Unique Position
20:51 The Role of Stablecoins
22:22 Conclusion and Future Outlook
Monday Oct 14, 2024
Monday Oct 14, 2024
In this episode of Beyond Bitcoin, Derek Graham engages in a comprehensive discussion with Kelvin Koh, CIO of Spartan Capital. They explore investment strategies in the crypto sector, particularly in Web 3.0 and decentralised finance, and discuss the importance of understanding market cycles, managing risks, and portfolio allocation. Kelvin shares insights from Spartan's experience, highlighting the differences between hedge fund and venture capital management. They also examine the implications of crypto's growing influence on traditional asset classes and offer advice for institutional and retail investors entering the field. Join Derek and Kelvin for a deep dive into the evolving landscape of cryptocurrency investments.
00:00 Introduction and Welcome
00:41 Overview of Portal Digital Fund and Spartan Capital
02:10 Navigating the Crypto Investment Landscape
03:47 Risk Management Strategies
05:01 Differences Between Hedge Funds and Venture Capital
08:23 The Future of Crypto and Tokenisation
15:58 Guidance for New Crypto Investors
21:33 Conclusion and Final Thoughts
Monday Oct 14, 2024
Monday Oct 14, 2024
In this episode of Beyond Bitcoin, Derek Graham engages in a comprehensive discussion with Kelvin Koh, CIO of Spartan Capital. They explore investment strategies in the crypto sector, particularly in Web 3.0 and decentralised finance, and discuss the importance of understanding market cycles, managing risks, and portfolio allocation. Kelvin shares insights from Spartan's experience, highlighting the differences between hedge fund and venture capital management. They also examine the implications of crypto's growing influence on traditional asset classes and offer advice for institutional and retail investors entering the field. Join Derek and Kelvin for a deep dive into the evolving landscape of cryptocurrency investments.
00:00 Introduction and Welcome
00:41 Overview of Portal Digital Fund and Spartan Capital
02:10 Navigating the Crypto Investment Landscape
03:47 Risk Management Strategies
05:01 Differences Between Hedge Funds and Venture Capital
08:23 The Future of Crypto and Tokenisation
15:58 Guidance for New Crypto Investors
21:33 Conclusion and Final Thoughts
Monday Oct 07, 2024
Monday Oct 07, 2024
In this episode of Beyond Bitcoin, Deryck and Mark discuss significant market movements in September, such as the largest single day Bitcoin ETF inflow by BlackRock, amounting to $184 million. They highlight factors influencing the crypto market, including U.S. interest rate reductions and economic actions by China. The discussion explores the history and potential resurgence of DeFi, drawing parallels to the dot com boom and anticipating a new wave of growth. The episode also dives into technological advancements in crypto adoption, regulatory changes, and emerging trends like decentralised physical infrastructure networks (DPIN) and tokenisation of real-world assets. The host and guest emphasise the long-term growth and transformative potential of the crypto space, advocating for continued investment.
00:00 Introduction to September's Crypto Highlights
01:13 Market Movements and Key Factors
01:44 BlackRock's ETF and Market Predictions
02:33 Historical Parallels and DeFi Resurgence
04:41 Regulatory Shifts and Global Liquidity
06:54 Technological Advancements and Adoption
08:14 Future Market Predictions and Innovations
17:57 Conclusion and Long-Term Investment Outlook
Monday Oct 07, 2024
Monday Oct 07, 2024
In this episode of Beyond Bitcoin, Deryck and Mark discuss significant market movements in September, such as the largest single day Bitcoin ETF inflow by BlackRock, amounting to $184 million. They highlight factors influencing the crypto market, including U.S. interest rate reductions and economic actions by China. The discussion explores the history and potential resurgence of DeFi, drawing parallels to the dot com boom and anticipating a new wave of growth. The episode also dives into technological advancements in crypto adoption, regulatory changes, and emerging trends like decentralised physical infrastructure networks (DPIN) and tokenisation of real-world assets. The host and guest emphasise the long-term growth and transformative potential of the crypto space, advocating for continued investment.
00:00 Introduction to September's Crypto Highlights
01:13 Market Movements and Key Factors
01:44 BlackRock's ETF and Market Predictions
02:33 Historical Parallels and DeFi Resurgence
04:41 Regulatory Shifts and Global Liquidity
06:54 Technological Advancements and Adoption
08:14 Future Market Predictions and Innovations
17:57 Conclusion and Long-Term Investment Outlook