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Weekly deep dives on the most important projects, investment theses and themes in crypto, for globally minded investors. 

Learn from developers and investors at the forefront of crypto from Asia, US, and beyond with investor and host Jason Choi (@mrjasonchoi). Not financial advice.

Jan 28, 2020

A very special interview with Kelvin Koh (@SpartanBlack_1), former Partner at Goldman Sachs, current CIO at crypto hedge fund Spartan Capital and someone whom I've learnt a lot from in the past 1.5 years. We discuss:

  • Is there diversification in crypto? (11:33)
  • The risk of shorting cryptoassets (12:20)
  • Thoughts on velocity, current valuations  (15:26)
  • Why the halvening isn't "priced in" (29:00)
  • How do derivatives affect crypto price discovery (35:11)
  • Are institutions coming this year? (40:25)

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Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

  • BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
  • ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

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Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions. The Spartan Group and its clients may hold positions in assets described in the episode. Detailed disclaimers available at jasonchoi.me and spartangroup.io/disclaimer.