EPISODE · May 14, 2026 · 8 MIN
7 Years, Multiple Crypto Crashes, One Consistent Winner
from Zinnia Media · host Zinnia Group
Block Asset Management launched the world's first institutional-grade blockchain fund-of-funds in 2017.Most institutions were still on the sidelines. Yannis Georgandelis was already building the infrastructure for diversified digital asset investing.In this Zinnia Media episode, Yannis breaks down how BAM navigates crypto cycles, why multi-manager diversification is critical in digital assets, and where the real alpha opportunity sits in 2026.Key takeaways:– Bitcoin and Ethereum ETFs plus regulatory clarity have validated crypto as a legitimate portfolio allocation– Multi-manager diversification protects against single-point failures like exchange collapses– Due diligence red flags: lack of independent auditors, concentrated custody on a single exchange, no proper fund administration– In a down market, market neutral strategies deliver stable absolute returns without directional exposure– DeFi protocols are now trading at 5–6x earnings, three times cheaper than US equities, signaling deep value aheadGolden rule from Yannis: "You shouldn't put all your eggs in the same nest. Everything could happen."
What this episode covers
Block Asset Management launched the world's first institutional-grade blockchain fund-of-funds in 2017.Most institutions were still on the sidelines. Yannis Georgandelis was already building the infrastructure for diversified digital asset investing.In this Zinnia Media episode, Yannis breaks down how BAM navigates crypto cycles, why multi-manager diversification is critical in digital assets, and where the real alpha opportunity sits in 2026.Key takeaways:– Bitcoin and Ethereum ETFs plus regulatory clarity have validated crypto as a legitimate portfolio allocation– Multi-manager diversification protects against single-point failures like exchange collapses– Due diligence red flags: lack of independent auditors, concentrated custody on a single exchange, no proper fund administration– In a down market, market neutral strategies deliver stable absolute returns without directional exposure– DeFi protocols are now trading at 5–6x earnings, three times cheaper than US equities, signaling deep value aheadGolden rule from Yannis: "You shouldn't put all your eggs in the same nest. Everything could happen."
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7 Years, Multiple Crypto Crashes, One Consistent Winner
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