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17 December 2021 Bitcoin & Crypto

Ep. 93: Ari Paul on Valuing Bitcoin, Ethereum Killers and Metaverse Bubbles

Bilal Hafeez

By Bilal Hafeez
1 min read

Ari Paul is co-founder and CIO of BlockTower Capital. BlockTower is a crypto and blockchain investment firm, applying professional trading, investing, and portfolio management to this digital asset class. It is funded by well-known investors such as A16z and Union Square Ventures.

Before BlockTower, Ari was a portfolio manager for the University of Chicago’s $8 billion endowment, and a derivatives market maker and proprietary trader for Susquehanna International Group (SIG). In this podcast we discuss:

How to value bitcoin
Understanding drivers of crypto markets
What flows have driven crypto in recent years?
Business for exchanges like UniSwap
The real benefit of crypto in co-ordination power
Trends in layer one protocols like Ethereum and Solana
Will a switch to Proof of Stake make a difference?
What stage of hype cycle are Metaverse and DeFi tokens?
Risk of sizing positions
Books/articles that influenced Ari: Money, blockchains, and social scalability (Nick Szabo), Shelling Out: The Origin Of Money (Szabo), Debt: The First 5000 Years (Graeber)

You can follow Ari on his Twitter account here.

You can read the transcript for this podcast here.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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