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
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
Monday Sep 30, 2024
Monday Sep 30, 2024
In this episode of Beyond Bitcoin, hosts Deryck Graham and Greg Galton from Portal Asset Management discuss the latest developments in the cryptocurrency market, particularly focusing on the recent Breakpoint Solana conference. The episode covers the rise of Solana as a competitor to Ethereum, comparing their respective technologies, transaction speeds, and market capitalizations. Additional points include Bitcoin surpassing $60,000, Chicago Fed's Financial Conditions Index, and in-depth discussions on the differences between proof of work, stake, and history protocols.
Monday Sep 30, 2024
Monday Sep 30, 2024
In this episode of Beyond Bitcoin, hosts Deryck Graham and Greg Galton from Portal Asset Management discuss the latest developments in the cryptocurrency market, particularly focusing on the recent Breakpoint Solana conference. The episode covers the rise of Solana as a competitor to Ethereum, comparing their respective technologies, transaction speeds, and market capitalizations. Additional points include Bitcoin surpassing $60,000, Chicago Fed's Financial Conditions Index, and in-depth discussions on the differences between proof of work, stake, and history protocols.
Monday Sep 23, 2024
Monday Sep 23, 2024
In this episode of Beyond Bitcoin, host Deryck Graham is joined by Greg Galton, sharing their experiences and key takeaways from Token2049, one of the largest crypto events held in Singapore. They discuss the evolution of the crypto space from speculation to product development, the maturation of venture capital investment strategies, the focus on Web 3.0 projects, and the impact of regulatory developments. The episode also features notable discussions on the progression of AI, new crypto products, stable coins, and the future bull market in the cryptocurrency landscape.
Monday Sep 23, 2024
Monday Sep 23, 2024
In this episode of Beyond Bitcoin, host Deryck Graham is joined by Greg Galton, sharing their experiences and key takeaways from Token2049, one of the largest crypto events held in Singapore. They discuss the evolution of the crypto space from speculation to product development, the maturation of venture capital investment strategies, the focus on Web 3.0 projects, and the impact of regulatory developments. The episode also features notable discussions on the progression of AI, new crypto products, stable coins, and the future bull market in the cryptocurrency landscape.
Monday Sep 16, 2024
Monday Sep 16, 2024
In this weeks episode of Beyond Bitcoin, host Derek Graham, is joined by Nitin Gaur and special guest Charles d'Haussy, CEO of DYDX Foundation. They discuss the fascinating journey of DYDX, a leading decentralised exchange specialising in crypto derivatives. Charles shares his experience from his early days in crypto, his tenure in the Hong Kong government, and his role at Consensus. Learn about the advantages of decentralised exchanges over centralised ones, the importance of non-custodial platforms, and the rising influence of DYDX in the DeFi space. The episode also covers the potential and challenges of perpetual futures contracts and offers a look into the future of blockchain technology and artificial intelligence in trading. Tune in for a deep dive into DYDX's innovative approach and its impact on the industry.
Monday Sep 16, 2024
Monday Sep 16, 2024
In this weeks episode of Beyond Bitcoin, host Derek Graham, is joined by Nitin Gaur and special guest Charles d'Haussy, CEO of DYDX Foundation. They discuss the fascinating journey of DYDX, a leading decentralised exchange specialising in crypto derivatives. Charles shares his experience from his early days in crypto, his tenure in the Hong Kong government, and his role at Consensus. Learn about the advantages of decentralised exchanges over centralised ones, the importance of non-custodial platforms, and the rising influence of DYDX in the DeFi space. The episode also covers the potential and challenges of perpetual futures contracts and offers a look into the future of blockchain technology and artificial intelligence in trading. Tune in for a deep dive into DYDX's innovative approach and its impact on the industry.