Hedge fund manager explains just how spot ETFs fundamentally altered crypto markets

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The Block2025/01/23 16:00

By:The Block

Quick Take Cambrian Asset Management President Tony Fenner-Leitão sheds light on his firm’s data-driven approach to the market and how impending regulatory changes could bring in more institutional participation.

Hedge fund manager explains just how spot ETFs fundamentally altered crypto markets image 0

Episode 3 of Season 7 of The Scoop was recorded with The Block's Frank Chaparro and Cambrian Asset Management President Tony Fenner-Leitão.

Listen below, and subscribe to The Scoop on YouTube , Apple , Spotify , Google Podcasts , Stitcher , or wherever you listen to podcasts. Please send feedback and revision requests to [email protected]

The Scoop's host, Frank Chaparro, was joined by Cambrian Asset Management President Tony Fenner-Leitão.

In this episode, Chaparro and Fenner-Leitão discussed his firm's approach to the crypto market, which involves using machine learning and data-driven models. They also touched on the impact of increased institutional participation and regulatory changes in the crypto space and how these developments have affected the overall market dynamics.

OUTLINE
00:00 Introduction
03:29 Lack of liquid participants
08:25 Cambrian’s perspective on the Trump meme coin
13:31 Shifting market dynamics
17:18 Regulatory changes
22:56 Cambrian’s requirements for entering a market
29:16 Active management vs VC allocation
35:39 Conclusion

GUEST LINKS
Tony Fenner-Leitão - https://www.linkedin.com/in/tonyfennerleitao/

Cambrian Asset Management - https://www.cambrianasset.com/
Cambrian Asset Management on X - https://x.com/CambrianAsset

This episode is brought to you by our sponsor: Polkadot
Polkadot is the blockspace ecosystem for boundless innovation. To discover more, head to polkadot.network

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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European Central Bank President Christine Lagarde said bitcoin is not an option as a reserve asset for the Eurozone’s central bank reserves, citing liquidity, security and regulatory concerns.Meanwhile, the Czech National Bank approved a proposal from Governor Aleš Michl to assess diversifying some of its country’s reserves into bitcoin.

The Block•2025/01/30 21:34

'Inevitable collapse': Trump’s crypto push sparks concern at Paul Singer's Elliott Management: FT

The hedge fund said in a new investor letter that the “inevitable collapse” of the crypto bubble “could wreak havoc,” according to the Financial Times.Elliott’s Paul Singer has never been a fan of crypto, telling WSJ in 2023 that cryptocurrencies are “completely lacking in any value.”

The Block•2025/01/30 21:34