Portfolio Construction: Beyond BTC & ETH
Arca CIO Jeff Dorman, Pantera Capital co-CIO Joey Krug, and BlockTower Capital CIO and co-founder Ari Paul join Raoul Pal, Real Vision CEO and co-founder, to discuss their three favorite sectors in crypto, portfolio construction outside of Bitcoin and Ethereum, and how they view DeFi. Each of the guests describe what decentralized finance means to them, touching on the risks of investing outside of the top two coins by market capitalization. They explain their thoughts on some of the current emerging crypto sectors such as NFTs.
Key Learnings: The crypto space is still young, and there are many new projects popping up all of the time. Investors should be very cautious about investing into newer projects in the space as smaller market cap projects tend to be increasingly risky with smaller size. For those that are interested in investigating further out the risk curve, DeFi and NFTs are the sectors most commonly mentioned in these discussions.
Filmed on February 18, 2021.