Market Cap w/ Mark Gerhart from Dialectic

🎥 Watch the video version: https://www.youtube.com/watch?v=XRDcnDH4yeQ On this Market Cap episode, our Director of Institutional Services Stefano Sanabria speaks with Mark Gerhart, Business Development Lead at Dialectic. Dialectic is a crypto asset manager running a traditional quant fund alongside actively managed, risk-aware onchain vault strategies. Dialectic is focusing increasingly on flexible vault infrastructure and sourcing yield from real-world assets as crypto market inefficiencies compress. On Market Cap we feature firms and funds to explore the thinking that guides them, the patterns they observe, and other forces moving the markets. Chapters1:25 RWAs Need Better Packaging To Work On DeFi Rails2:40 “Everyone’s Unemployed” Means Consolidation6:00 Institutions Were Here Since Coinbase Days13:30 How Dialectic Actually Generates Returns18:30 Mapping Hidden Risk To Avoid Another Blow Up24:30 Trust Me Bro NAV and Hard Set Parameters36:30 Six Month Social Engineering Attack Broke Drift41:40 Why 3% On Aave Makes No Sense Vs T-Bills57:00 FINMA License And What It Unlocks For Dialectic