This is a paid sponsorship on behalf of Van Eck Associates Corporation.
Today’s episode of Forward Guidance is a special fireside chat with Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund. Kanade shares his philosophy for investing in crypto, and discusses his views on Prior to joining VanEck, Mr. Kanade worked as a Credit Portfolio Manager at Millennium Management.
Pranav’s Substack: https://killerapps.substack.com/
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Timestamps:
00:00 Introduction
00:31 Kanade's Journey Into Crypto
10:43 Kanade's Investment Philosophy
13:55 Is Crypto In A New Bull Market?
35:32 Leverage And Funding Rates
38:01 How Macro (And The Federal Reserve) Impacts Crypto
48:45 Decentralized Physical Infrastructure Network (DePIN)
52:42 Tesla
54:54 Crypto Venture Capitalists (VCs)
58:15 Eth vs. Sol
01:01:12 At This Stage, Most AI Crypto Things Is "Nonsense"
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
