David Grider – Inside Finality Capital’s Long-Biased Crypto Strategy – ep 36
from Angels to Allocators Hosted by Andrew Steinwold
Connect with David https://www.finality.capital/ https://x.com/david_grid https://x.com/FinalityCap More from Andrew Follow me on X - https://x.com/AndrewSteinwold Founders seeking capital, reach out to us at Sfermion - https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.com Check out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 What We Cover 00:00 Introduction and Disclaimer 00:27 Guest Introduction: David's Background in Crypto 01:04 David's Journey into Crypto 02:22 Early Investments and Fund Management 04:23 Experience at Grayscale 05:23 Launching Finality's Liquid Hedge Fund 08:31 Investment Strategies and Market Views 13:41 Evaluating Investments and Market Trends 21:11 Fundamentals and Token Valuation 31:13 Challenges and Opportunities in Crypto Investing 34:52 Future of Crypto and Market Transparency 39:47 Token Economics and Market Dynamics 43:57 Sourcing and Evaluating New Token Investments 49:55 Portfolio Construction and Concentration 57:02 Risk Management and Operational Challenges 01:02:44 The Future of TradFi and Crypto Convergence 01:04:52 Crypto IPOs and Treasury Vehicles 01:12:36 Closing Questions and Insights
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