E97: How Institutional Investors Access Crypto
Update: 2024-09-24
Description
Drew Myers, Co-Founder and Managing Partner at CrossLayer Capital sits down with David Weisburd to discuss the key to small funds thriving in pre-seed investing, how time diversification tame crypto volatility, and identifying persistent top quartile crypto funds.
(0:00 ) Episode Preview
(2:01 ) Investment strategy: emerging vs. established managers and fund structures
(4:20 ) Identifying alpha in venture and liquid crypto investments, comparison to biotech
(6:12 ) Diligence and alignment in GP-LP relationships; lessons from Makena Capital
(10:37 ) Approach to VC China strategy and parallels in crypto; early market mistakes
(16:01 ) Divergent interests between GPs and LPs; systematic frameworks and investment theses
(18:27 ) Portfolio construction and diversity with idiosyncratic bets
(22:12 ) Pre-seed investments and their impact on return profiles
(24:11 ) Managing risk in volatile markets and differentiating managers
(27:26 ) Persistence of top quartile returns and market cycle impacts
(29:30 ) Advice for institutional LPs entering crypto; regrets and lessons at Crosslayer
(33:33 ) Closing remarks
The 10X Capital Podcast is part of the Turpentine podcast network. Learn more: turpentine.co
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X / Twitter:
@dweisburd (David Weisburd)
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LinkedIn:
CrossLayer Capital: https://www.linkedin.com/company/crosslayer-capital/
Drew Myers: https://www.linkedin.com/in/drew-myers-8764aa22/
David Weisburd: https://www.linkedin.com/in/dweisburd/
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Links:
CrossLayer Capital: https://www.crosslayercap.com/
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Questions or topics you want us to discuss on The 10X Capital Podcast? Email us at david@10xcapital.com
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TIMESTAMPS:
(0:00 ) Episode Preview
(2:01 ) Investment strategy: emerging vs. established managers and fund structures
(4:20 ) Identifying alpha in venture and liquid crypto investments, comparison to biotech
(6:12 ) Diligence and alignment in GP-LP relationships; lessons from Makena Capital
(10:37 ) Approach to VC China strategy and parallels in crypto; early market mistakes
(16:01 ) Divergent interests between GPs and LPs; systematic frameworks and investment theses
(18:27 ) Portfolio construction and diversity with idiosyncratic bets
(22:12 ) Pre-seed investments and their impact on return profiles
(24:11 ) Managing risk in volatile markets and differentiating managers
(27:26 ) Persistence of top quartile returns and market cycle impacts
(29:30 ) Advice for institutional LPs entering crypto; regrets and lessons at Crosslayer
(33:33 ) Closing remarks
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