Bits + Bips: Fed Moves, Election Plays & DeFi Token Valuations - Ep. 695
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On election night, it it is gonna be such a big trade election night. It it I mean, we're very far away from that. Right? But that's that's a moment of your trading. You wanna stay up all night long. And when the the odds are tilting one way in another, you you really jam it, like max long or or the opposite.
Hi, everyone. Welcome to Bits and Bits, exploring how crypto and macro collide one basis point at a time. I'm your host, James Safer, tradfi archmaester, lord of Bloomberg's end. Here with Alex Kruger, Kruger macro of house Asgard protector of the realm and Joe McCann Lord commander of asymmetric and master of bunk. We're here to discuss the latest stories in the worlds of crypto and macro news. Just remember that nothing we say here is investment advice. Please check on chingcrypto.com/bitsandbits for more disclosures. Also joining us today is Reneq Pali, Tsar's speed protector of the hat. Be
Sure. Yeah. Thanks. I've been in crypto since 2016. It's when I started Stratos. Stratos is primarily an early stage, crypto focused venture firm. So we have a series of early stage funds, and we have a liquid hedge fund. So I've been investing in in everything across the space from DeFi before it was DeFi, real world assets before that was a thing, couple of l ones, modular l twos before they kind of took off. So we try to be early in in terms of the narratives that we invest in. And, yeah, it's been a really interesting ride, but, happy to be here.
8 years in crypto since 2016 is like a lifetime in some other thing. Still
got all his hair. How did you do? Buy
and hold. Yeah.
What what
what did you do before 2016? What were you what what were you doing before you got into crypto? I
was at a hedge fund in New York. So so very it was a very large, value focused, primarily long only global equity fund. So is that kind of, like, investment research and, like, that style, which is very deliberate trading, very little turnover in the portfolio that kind of trained me to think about crypto, which, you know, could argue whether that's the right way to invest in crypto or not. In in hindsight, I feel good about being mostly long for a long time, but definitely wish, I'd taken a little bit more off the top in some of the cycle peaks, but can't win them all. Just just happy to have
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