In this episode, I sit down with Richard Galvin, Co-Founder and CEO of Digital Asset Capital Management (DACM) based out of Australia. DACM is an award-winning long-only crypto hedge fund with a phenomenal track record and an institutional approach to digital assets. In today's show we discuss Richard's banking experience during the internet boom, DACM's on-chain participation, protocols vs. apps, and the future of Solana and Cosmos.
Let's get into it.
Timestamps
2:15 What is the crypto scene like in Australia?
4:52 Background and what gave you the confidence to launch DACM?
7:44 How did you position DACM to capture the crypto opportunity?
11:35 How did you adapt your fundamental analysis to crypto?
15:20 What is your investment approach and process at DACM?
22:21 How do you think about risks in the crypto ecosystem?
25:58 The future of risk-assets given the rise of interest rates?
30:05 What's your opinion on the fat protocol thesis and its validity going forward?
35:29 What are the investable areas within gaming?
39:50 What are your thoughts on Solana and Cosmos (ATOM)?
45:13 What is your most contrarian take within crypto?
46:43 What is your most contrarian take outside of crypto?
48:30 Where can people find out more?
Resources Mentioned
DACM's Award-Winning Track Record https://medium.com/@richard.galvin/dacms-digital-asset-fund-once-again-world-s-best-performing-long-only-fund-6f9dd41b9c3a
The Internet & The Rise of Blockchain https://www.jpmorganchase.com/news-stories/could-blockchain-have-great-impact-as-internet
Fat Protocol Thesis https://www.usv.com/writing/2016/08/fat-protocols/
ATOM 2.0 https://learn.bybit.com/altcoins/cosmos-atom-2-whitepaper-explained/
App Chain Thesis https://maven11.substack.com/p/the-application-specific-chain-thesis
dYdX - DACM Special Situations Snapshot https://medium.com/@richard.galvin/dydx-599a7cb40e0d
Connect with the guest
DACM https://www.dacm.io/
Richard on Twitter https://twitter.com/richwgalvin
Disclaimer
Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.
