In this episode, Ben sits down with Ben Forman, Founder and Managing Partner of ParaFi Capital, a $2bn+ AUM crypto dedicated institutional investment firm, pursuing a range of strategies. Since founding the firm in 2018, Ben has repeatedly found creative means of launching strategies and delivering returns for his LP base. Ben’s ability to sniff out opportunities at the edges of liquid and private markets separates ParaFi from the fly by night crypto firm.
See below👇 for a sneak peak of the episode, links to the podcast, and topics discussed.
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In this episode we discuss:
Takeaways from Blockworks’ DAS conference
Why crypto twitter sentiment is down when the industry’s fundamentals have never been better
How Ben thinks about the investable universe for ParaFi’s fundamental hedge fund
The dynamic around DATs and the influence on the underlying token
How “crypto” does an early-stage company need to be for ParaFi to consider investing
Why Ben is doubling down on crypto while many crypto VCs are drifting their mandates into other technologies and categories
Investing in protocols and businesses downstream of stablecoins and tokenization
What the Founder of Polymarket said that gave Ben/ParaFi the conviction to invest in the seed round
The investable opportunities emerging around prediction markets
How ParaFi is embedding AI into its operations and work streams
Ben’s spiciest takes 🌶