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Welcome back to The Great Show! Today, we finish the second half of our chat with Felipe Montealegre from Theia Research on traditional private equity valuation methods and crypto investing. We explore fundamental analysis in DeFi, token valuations, shareholder rights, and the evolution of crypto markets. Felipe shares insights on identifying quality revenue streams, evaluating moats, and building sustainable value in the crypto ecosystem.
Topics:
• DeFi Investment Strategies
• Token Valuation Methods
• VC vs Liquid Fund Dynamics
• Revenue Sustainability
• Market Psychology
• Risk Management Approaches
🐦Follow our guests on Twitter: @TheiaResearch
Timesstamps
00:00 Start
00:32 Wall street follow fast problem
01:41 Micropayments for services
05:20 Fat protocol thesis
07:10 Lack of innovation
09:26 The social role of investors
11:17 Lending on Solana
13:18 Incentive programs
16:38 Hyperliquid air drop
22:08 Radium
30:51 Houdini
35:54 Absolute trash projects
38:43 Bad token strategies
40:27 VC
44:30 VC vs liquid investing
52:01 Being early vs actual utility
55:57 LP process
59:35 Bitcoin
1:02:56 Private equity
👋 The Gwart Show is sponsored by Ellipsis Labs. Ellipsis Labs is building Atlas, the blockchain purpose-built for verifiable finance. You may know of Ellipsis Labs by their first product Phoenix, a fully on-chain orderbook DEX that’s done over 50 billion dollars in unincentivized volume. They are one of the strongest teams I know in crypto. If you’re interested in working for a mission-driven company, Ellipsis Labs is hiring engineers passionate about crypto and finance to work on Atlas. You can learn more and apply on Ellipsis Labs’ Twitter “at Ellipsis_Labs”. Don’t forget to check out Atlas too, @atlasxyz on Twitter.
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