One of the most well-known investors in the cryptocurrency space is Olaf Carlson-Wee, the founder of crypto-hedge fund Polychain Capital. The first video I watched about him was a podcast from Y Combinator, between Aaron Harris and Olaf Carlson-Wee: In this video (posted on 19 July 2017): [02:25] Olaf talks about how hard it is to use traditional hedge fund strategies such as Long/Short and techniques such as margin trading when it comes to cryptocurrencies/digital assets (Olaf prefers the term ‘digital assets’ over ‘cryptocurrencies’ because he thinks that the blockchain technology has many more applications than just storing value and as currencies). Because of these difficulties, Olaf invests long-only and for the long-term. Most of his time is spent reading research papers. [03.20] Rebalances the portfolio every 90 days. Goal is to keep positions for years. [5.30] Olaf explains what he’s looking for when he’s reading white papers. A novel …[Read More]