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

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]

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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

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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