Angels to Allocators

Connect with Wilsonhttps://www.linkedin.com/in/wilsonveech/ https://www.redeficapital.io/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with ReserveOnehttps://reserveone.com/ https://x.com/ReserveOne_ https://www.linkedin.com/in/jaimeleverton/ https://x.com/JaimeLeverton https://x.com/SebastianBea More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Romanhttps://www.linkedin.com/in/romanbasar https://www.wincent.com/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Alexanderhttps://x.com/linfluence https://www.reforge.vc/ https://x.com/reforge_vc More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Nikitahttps://www.linkedin.com/in/nikitafadeevhttps://x.com/NikitaAFadeev https://x.com/FasanaraDigital https://www.fasanara.com/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Andrew Woodruffhttps://www.linkedin.com/in/andrew-woodruff-cfa-65108124/https://www.blacklotuscapital.com/ More from Andrew SteinwoldFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Soonahttps://x.com/VoltCapital https://x.com/soona https://volt.capital/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

Connect with Jan-Philiphttps://www.linkedin.com/in/jpgrabs/ https://www.areta.io/ https://x.com/areta_io https://x.com/jp_grabs More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

Connect with Chrishttps://x.com/HyperionDecimus https://www.hyperiondecimus.com/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Seattlehttps://x.com/SeattleISmith https://www.linkedin.com/in/seattle-s-1809b5141/ https://bauscapital.com/https://www.linkedin.com/company/baus-capital/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Michaelhttps://x.com/mgordgda More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Matthttps://x.com/MattWalshInBoshttps://castleisland.vc/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

Connect with Samhttps://www.linkedin.com/in/samgaer/https://www.monarq-am.com/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

Connect with Diogohttps://diogomonica.com/ https://x.com/diogomonica www.haun.co More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Vadimhttps://edgecapital.xyz/ https://www.linkedin.com/company/edge-capital-management/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Bobhttps://www.linkedin.com/in/bvosalik/ https://319capital.com/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion - https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Austinhttps://x.com/austinbarackMore from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

Connect with Travishttps://x.com/travisscher More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Davidhttps://www.finality.capital/ https://x.com/david_grid https://x.com/FinalityCap More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 What We Cover00:00 Introduction and Disclaimer00:27 Guest Introduction: David's Background in Crypto01:04 David's Journey into Crypto02:22 Early Investments and Fund Management04:23 Experience at Grayscale05:23 Launching Finality's Liquid Hedge Fund08:31 Investment Strategies and Market Views13:41 Evaluating Investments and Market Trends21:11 Fundamentals and Token Valuation31:13 Challenges and Opportunities in Crypto Investing34:52 Future of Crypto and Market Transparency39:47 Token Economics and Market Dynamics43:57 Sourcing and Evaluating New Token Investments49:55 Portfolio Construction and Concentration57:02 Risk Management and Operational Challenges01:02:44 The Future of TradFi and Crypto Convergence01:04:52 Crypto IPOs and Treasury Vehicles01:12:36 Closing Questions and Insights

Connect with Arielhttps://whalecapital.digital/ https://www.linkedin.com/company/whalecapitaldigital/ https://www.linkedin.com/in/ariel-navarro/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

Connect with Felixhttps://x.com/FelixOHartmann https://x.com/HartmannCap https://www.hartmanncapital.com/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Felixhttps://x.com/FelixOHartmann https://x.com/HartmannCap https://www.hartmanncapital.com/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Evgenyhttps://x.com/Re7Capital https://re7.capital/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Suzannehttps://x.com/dannheim_inversioncap.com More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion - https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Robhttps://x.com/dragonfly_xyz https://www.dragonfly.xyz/ https://x.com/HadickM More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Shilianghttps://www.monarq-am.com/https://x.com/shiliangtang More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Jonhttps://www.nexyst.net/ https://www.linkedin.com/in/jon-campagna/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Jakehttps://x.com/coinfund_iohttps://x.com/jbrukhMore from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

Connect with Adamhttps://x.com/interaxis8https://www.interaxis.io/ https://www.enclavegroup.io/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Chrishttps://x.com/ACDAM_Fund More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

Connect with Stan⁠https://www.belemcapital.com/ ⁠More from AndrewFollow me on X -⁠ ⁠⁠https://x.com/AndrewSteinwold⁠Founders seeking capital, reach out to us at Sfermion -  ⁠https://www.sfermion.io⁠ Subscribe to my newsletter - ⁠https://andrewsteinwold.substack.com⁠Check out my podcast speaking with web3 founders - ⁠https://www.youtube.com/@zimared1⁠

Connect with Paulohttps://expaam.com/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Derekhttps://x.com/derekedws https://x.com/collab_currency More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Winniehttps://x.com/winnielaux_https://x.com/strobefund More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 Additional DisclosuresGeneral Information Only: The views and opinions expressed by Winnie Lau during this podcast are those of her own and do not necessarily reflect the official policy or position of Strobe. The information provided during the podcast is for general informational purposes only and should not be construed as investment advice or a recommendation for any listener to buy, sell, or hold any particular asset or securities.Not Financial or Legal Advice: None of the information discussed in the podcast should be taken as financial or legal advice. Listeners should consult with their own financial, legal, and tax advisors before engaging in any investment strategy or taking any actions based on the information discussed.Potential Conflicts of Interest: Although Winnie Lau is an employee of Strobe, any views expressed by her during the podcast are not intended to serve as a forecast, a guarantee of future results, investment recommendations, or an offer to buy or sell any securities or digital assets.Accuracy and Completeness. While attempts have been made to verify the accuracy of the information provided in the podcast, neither Strobe nor Winnie Lau can make any guarantees. Listeners are advised to conduct their own independent research into individual assets before making an investment decision. In addition, the statements made by Winnie Lau reflect her opinions at the time of the podcast and may change without notice.Risks and Uncertainties. Digital assets and blockchain technology are subject to a variety of risks, including but not limited to, market volatility, regulatory changes, and technological uncertainties. Listeners should be aware that investing in digital assets involves a high level of risk and should be undertaken only by individuals prepared to endure such risks.Forward-Looking Statements. Any forward-looking statements made during the podcast are based on certain assumptions and analyses made by Winnie Lau in light of her experience and perception of historical trends, current conditions, and expected future developments, as well as other factors she believes are appropriate under the circumstances. Such statements are not guarantees of future performance and are subject to certain risks, uncertainties, and assumptions that are difficult to predict.

Connect with Mike⁠https://x.com/mdudas⁠⁠⁠⁠⁠⁠https://x.com/6thManVentures⁠⁠ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Danhttps://x.com/delitzerhttps://x.com/nascentxyzMore from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Samhttps://x.com/dtapcaphttps://x.com/10TfundMore from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Samhttps://x.com/samiam2194https://cmt.digital/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

Connect with Philhttps://x.com/PhilJBonello https://x.com/plaintext_cap https://plaintextcapital.com/ More from AndrewFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

https://www.linkedin.com/in/thejasnalval https://www.parataxis.io/ Follow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

https://x.com/dtapcaphttps://x.com/10TfundFollow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

https://x.com/seaking86 https://www.florindigital.io/ Follow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

https://x.com/hosseeb https://x.com/dragonfly_xyz Follow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

https://x.com/clubhodgey https://www.amphibiancapital.com/ Follow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

https://x.com/jdorman81 https://x.com/arca https://www.ar.ca/ Follow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

https://x.com/rjmsmets https://x.com/ThetaInvest Follow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion -  https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

https://x.com/dgt10011 https://x.com/BitwiseInvest https://bitwiseinvestments.com Follow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion - https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1

https://www.linkedin.com/in/ben-forman-b78b2416/https://x.com/paraficapitalhttps://parafi.com/ Follow me on X - https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion - https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

https://x.com/ray_l1dhttps://x.com/L1D_xyz Follow me on X -https://x.com/AndrewSteinwoldFounders seeking capital, reach out to us at Sfermion - https://www.sfermion.io Subscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1 

https://www.linkedin.com/in/marcos-veremis-bb380723a/https://x.com/AccoladePrtnrshttps://www.accoladepartners.com/--Follow me on X -https://x.com/AndrewSteinwoldSubscribe to my newsletter - https://andrewsteinwold.substack.comCheck out my podcast speaking with web3 founders - https://www.youtube.com/@zimared1