Crypto Bull Run- Early? Peak? Decline? | Alpha Uncovered - Crypto: Insto Fomo

Recorded on 20 Aug 2024
🎙Convo with
Markus Thielen, Founder, 10X Research
Marco Lim, Managing Partner, MaiCapital Teong Hng, Co-Founder & CEO, Satori Research
hosted by Alvin Fan, CEO, OP Investment Management (OPIM)

• (0:00) - About the Guest Speakers
• (1:12) - Institutional vs. Retail Perspectives on Crypto Research
• (4:16) - Navigating Volatile Crypto Market Conditions
• (7:01) - Hedging Strategies for Institutional Crypto Investors
• (9:30) - Lessons for Crypto Investors: Balancing Institutional and Retail Mindsets
• (12:25) - Assessing the Current Market Cycle
• (13:57) - Halving Cycle and Historical Patterns
• (16:46) - Liquidity Dynamics and Token Unlocks
• (20:16) - Meme Coins, AI Narrative, and Liquidity Diversion
• (22:46) - Institutional Participation and Market Structure
• (24:51) - Institutional Participation and Market Structure Changes
• (26:16) - Adapting to Institutional Market Dynamics
• (29:17) - Client Positioning and Yield Seeking
• (34:16) - Volatility and Market Structure Products
• (37:16) - Challenges and Opportunities in Legacy Chains

In this captivating panel discussion, OPIM's CEO hosting industry experts Markus Thielen, Marco Lim, and Teong Hng to delve into a rare insider's perspective on the evolving crypto landscape. Rather than speculating on the market's future direction, they offer a nuanced analysis of the current state of the industry and the key factors shaping its trajectory.

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