Building Models For Coins, Fixing Arbitrum, and Intents| Brick & Tumilett
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I'd say the market is still pretty young. And one thing I think about oftentimes is, like, at least when I used to do, like, I don't know, more liquid stuff or trade on my own, am I going too deep into this analysis? Like, for example, trying to do some of parts in crypto is pretty pointless right now because, like, nobody thinks that deeply. I feel like most coins basically trade on, like, short term narratives that might not even always be, like, fundamentally sound. Chaos
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Yeah. I can go first. So let me start with the background of Spartan, and then I can introduce myself. So Spartan is, probably composed of 3 main pillars. 1st, the fundamental driven hedge fund, where we take long term views and also catalyst driven trades in alkanes that we're bullish on, and this is basically where I spend my time on. Secondly, there's the venture arm with 2 funds focused on DeFi and infra, and the other one focused on gaming. And lastly is, like, our advisory team that handles m and a, fundraising, and tokenomics design. For myself, I got into crypto during college while I
Yeah. I completely agree with you on the meritocracy thing. I think it's quite underrated about crypto. It's you can do stuff. Like, Like, you can just do stuff and people will notice, and you can make money because it's very inefficient. Yeah. Brokovich. Oh,
yeah. I'm here for you. Yeah. Going back to that beautiful moment, Jose, to be on a podcast which one of the first people in the crypto industry I really, like, connected with. And, yes, I said, I quickly joined BlockWorks after that. Most probably know me, who are listening to the this podcast, like, through that, but recently transferred over to Entropy. We're basically if you wanna put it in TreadFighter, I'm a consulting firm or akin to a consulting firm. We're currently, in an exclusive deal with Arbitrum, trying to make the DAO more efficient. Basically, writing governance proposals, try
for coming on. I, I think I wanna talk about Arbitrum, and then we'll also talk about Unichain. We talked about it a bit before we started to our listeners. But to get started, the main reason that I wanted to have both of you guys on as well as Ryan Connor is I traded basically exclusively on narratives, as well as some, I guess, like, fundamental stuff. But as far as I've seen both on your Twitter, like, Brick, I I knew you. I don't really know you that well anymore, but I when I did know you. And Ryan Conner as well, big cash flow guy. How much do you think fundamentals matter within crypto
I mean, he's clearly the big boss now if he can just, like, leave the leave the podcast, come back in when he wants to. But, yeah, I think fundamentals really matter, but I'd say the market is still
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