19 January 2021 · 0 min read

Mike Novogratz's Approach to Investing in Crypto

Mike Novogratz, CEO of Galaxy Digital Holdings, joins Real Vision CEO Raoul Pal to discuss investing in the crypto space, the risk curve, and accelerating crypto adoption.

Novogratz breaks down how he allocates his own crypto portfolio and touches on some of the lessons he learned in the 2017 crypto bubble. He explains the impact that COVID-19 had on crypto and the digitization of everything. Novogratz describes the different products and funds available through Galaxy Digital Holdings.

Filmed on December 10, 2020.

Key Learnings: The crypto investment space is growing quickly, and Novogratz shares some of the lessons learned from the previous crypto bubbles he has experienced. He explains the importance of staying rational and touches on some of the key metrics he follows, such as market cap and fully diluted market cap. Community and use or "pick up" of a project are core components he looks at when studying a new crypto investment.