Recently Alex Botte joined Jordan Knecht from GlobalStake on their Decentralounge Podcast. In the episode Alex discussed:
Start-3:15: Alex’s journey into crypto and to Runa. 3:15-7:50: Background on Runa and our approach to investing in digital assets. 7:50-10:30: Understanding the market regime we’re in today. 10:30-14:10: Can Bitcoin’s 4-year market cycles surrounding halving events sustain as digital asset markets trend toward efficiency? 14:10-16:45: How digital asset ETFs will impact the relationship between BTC/ETH and altcoins going further into the bull market. 16:45-23:00: The impact of a higher risk-free rate in traditional markets on stablecoins and how RWA projects are trying to bring T-Bill yields and other products on chain. 23:00-24:15: When might we see regulatory clarity for crypto in the US? 24:15-End: Making the case for how crypto assets can be valued using traditional tools and frameworks.