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Blockchain Strategies Fund

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BAM Webinar. Digital Assets: Where Are We Now? Opportunities & Challenges!

November 18, 2021 - Crypto

posted by Blockchain Strategies Fund
1w ago

Last week Block Asset Management hosted our 3rd and final Webinar of the year ‘Digital Assets, where are we now? Challenges and Opportunities!’. We were joined by 3 of our underlying Fund Managers (industry experts) to discuss topics that included; the current market condition, reasons for the bull market, a view to the 4 year cycle & when will the bull market end, current opportunities, challenges, DeFi, Staking, NFTs & regulation.

 

Thank you to those who attended the webinar and to those who sent positive feedback, it was much appreciated. We are pleased to be able to share a recording of the webinar below for those of you who could not attend.

The key takeaways were:

  • Extremely bullish Macro conditions for risk assets
  • Dispersion between growth/performance in sectors with Smart Contracts, Gaming & NFTs leading the way this year.
  • User growth, revenue level & adoption level all growing.
  • Bitcoin no longer holds the same influence over the performance of the rest of the market that it once did. Sectors & projects growing on their own merits.
  • Fundamentals remain as strong as ever.
  • DeFi has been a slower burn this year but huge potential remains.
  • Managers confident on Smart Contract platforms, DeFi, NFT’s & Gaming/Metaverse.
  • A lot of new verticals have been created in the last few years.
  • Macro conditions, market evolution & hedging tools now available reduce managers fears of significant drawdown.
  • In this asset class “Active management blows away any passive strategy” - Jeff Dorman of Arca.
  • Regulation is coming but still some time away, some countries moving quicker than the US on this. Regulation is needed & will only help.

Timing the market is almost impossible (cost average in), due diligence is of paramount importance, diversification is key, take a long view!


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ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.