Investment Thesis
Liquid and venture crypto investing at CoinFund. Bridges the gap between liquid token markets and early-stage venture investing.
What Excites Them
Liquid token opportunities, market microstructure, DeFi protocols with strong token value accrual, projects where liquid and venture perspectives intersect.
What They Pass On
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How to Pitch
Seth thinks like a trader and values clear token value accrual mechanics. Show how your token captures value and why it would be compelling in liquid markets, not just as a venture investment.
Notable Writing
Systematic approaches to crypto liquid markets can generate consistent alpha.
Liquid crypto markets are becoming more efficient but still offer alpha opportunities.
Podcast Appearances
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Key Quotes
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Background
Managing Partner at CoinFund overseeing liquid strategies. Previously at Millenium Management and other traditional hedge funds. Brings deep trading and markets experience to crypto investing.