Ethereum
Digital Asset Markets: Five Important Themes
All risk assets face an uncertain macro future. But we can't forget the long-term asymmetric opportunity that digital assets may offer.
Valuing Digital Assets with TradFi Tools: Three Methods
Not all traditional investment management techniques are applicable to digital assets, but sector breakdowns, DCF models, and risk factor modeling are solid starting points.
Crypto Tokens: Does Security Selection Matter?
What role does security selection play in cryptocurrency investing? Can token pickers demonstrate differentiated performance?
Crypto Tokens and Crypto Coins: What Drives Performance?
The correlation between volume and price of crypto coins and tokens is negligible no matter how it's measured.
Blockchain and DeFI: Drivers of Change in Asset Management
“We’re still in the very early days of DeFi,” Mona El Isa says. “But this time is much more exciting. We’re seeing real usage and traction."