Fundamentals Are The New King of Crypto | Smac & Noah Goldberg
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Candidly, I just I don't really see why crypto is gonna be the fastest source. I think that crypto is kind of in a not an existential crisis, but in a crisis of faith where people need to become more productive. Otherwise, it's not going to outperform market that is, in general, like, allocating resources more productively.
This episode is brought to you by Zashi Wallet. You'll hear more about them later in today's episode. Nothing said on Empire is a recommendation to buy or sell any investments or products. This podcast is for informational purposes only, and the views expressed by anyone on the show are solely their opinions, not financial advice or necessarily the views of Blockworks. Our hosts, guests, and the Blockworks team may hold positions in the companies, funds, or projects discussed. Alright, everyone. Welcome back to Empire. Very excited about this. We have two of the best research driven investors
Thanks for having me. Great beer.
Yeah. Thanks for having us. Xerox Research Telegram channel. Favorite group that you're in? Second favorite? Where's the what's the ranking?
Easily favorite, simultaneously biggest deterrent from my productivity.
It's very chaotic. It's a very chaotic chat. I would say that.
That's what happens when Boccaccio runs the chat smack.
Yeah. True. True.
Well, maybe we can just actually start. So you guys both run or you guys both invest in crypto and and other things. I think, Noah, you guys are more focused just on crypto smack. You guys are focused across crypto and deep tech and robotics and AI and a whole whole bunch of stuff. I'd love to just hear how you guys we're recording this December 11. I'd love to hear how you guys are positioned today in terms of just allocation to things, long things, short things, really active and really excited about positions or kind of, like, taking a step back right now. Maybe Noah or Smack, I don't care
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