Starkiller Capital’s Leigh Drogen & Corey Hoffstein on Crypto Momentum, Conspiracies, GBTC, FTX, & More | #467

<p class="MsoNormal"><span style="font-size: 12pt;"><span style= "font-family: Calibri, sans-serif;">Today’s guests are</span> <a href="https://twitter.com/LDrogen"><span style= "font-family: Calibri, sans-serif;"><strong>Leigh Drogen</strong></span></a><span style= "font-family: Calibri, sans-serif;">, CIO of Starkiller Capital, which applies quantitative strategies to the blockchain based digital asset space, and</span> <a href= "https://twitter.com/choffstein"><span style= "font-family: Calibri, sans-serif;"><strong>Corey Hoffstein</strong></span></a><span style= "font-family: Calibri, sans-serif;">, co-founder of and CIO at Newfound Research, and a research partner and advisor to Starkiller. </span></span></p> <p class="MsoNormal"><span style="font-size: 12pt;"><span style= "font-family: Calibri, sans-serif;">In today’s episode, the guys update us on a wild year in crypto. We talk about the GBTC trade, the value of FTX bankruptcy claims, and even some conspiracy theories around Binance. Then we get into their recent</span> <a href= "https://www.starkiller.capital/post/cross-sectional-momentum-in-cryptocurrency-markets"> <span style= "font-family: Calibri, sans-serif;">paper</span></a><span style= "font-family: Calibri, sans-serif;">, which looks at the momentum factor in crypto markets, and the benefit of using trend-following strategies within crypto to avoid drawdowns like the one we’ve seen in the last year.</span></span></p> <p class="MsoNormal"><span style= "font-size: 12pt; font-family: Calibri, sans-serif;">As we wind down, the guys say if they think crypto is starting a new bull market.</span></p> <p class="MsoNormal"><span style= "font-size: 12pt; font-family: Calibri, sans-serif;"><span style= "mso-spacerun: yes;"> </span>-----</span></p> <p class="MsoNormal" style="background: white;"><span style= "font-size: 12pt;"><span style= "font-family: Calibri, sans-serif; color: rgb(34, 34, 34);">Follow Meb on</span> <span style= "color: black; mso-color-alt: windowtext;"><a href= "https://twitter.com/MebFa