Alex Sunnarborg, founding partner of Tetras Capital, describes the three core buckets his fund is investing in, how they're investing during this bear market, and why the firm has decided to short ether. He also describes why he thinks dapps could take off, but the value of ether may not rise anyway, and gives us some insight into how he thinks psychology plays into market rhythms. Plus, he explains why he's long Ethereum but short ETH.
Alex Sunnarborg: https://twitter.com/alexsunnarborg
Tetras Capital: http://tetras.capital
Tetras's bearish thesis: https://medium.com/@tetrascapital/ether-eth-bearish-thesis-the-flippening-of-market-irrationality-8633e70ab498
Tetras's other writing: http://tetras.capital/partners/
Unchained episode with Joey Krug: http://unchainedpodcast.co/joey-krug-on-how-augur-is-like-any-other-tool-ep79
Unchained episode on CryptoKitties: http://unchainedpodcast.co/what-makes-a-cryptokitty-worth-140000-ep75
Unconfirmed episode on Joe Lubin's and Jimmy Song's bet on adoption of dapps: http://unconfirmed.libsyn.com/joe-lubin-and-jimmy-song-work-on-the-terms-of-their-bet-on-dapps-and-trash-talk-the-others-coin-ep034
Tetras founding partner Brendan Bernstein's article on how cryptocurrencies are money, not equity: https://tokeneconomy.co/cryptocurrencies-are-money-not-equity-30ff8d0491bb
Kyle Samani on How 2020 Will Be the Year of Small Success Stories - Ep.106
How I Got SIM Swapped -- and How to Protect Yourself - Ep.105
Meltem Demirors on the First Decade of the Existence of Bitcoin - Ep.104
Larry Cermak of The Block on What 90% of Bitcoin Trading Is For - Ep.103
What Quadriga Really Was: 3 Theories About Gerald Cotten - Ep.102
How to Get 7% of Your Purchases Back in Bitcoin - Ep.101
How MakerDAO Now Features a Risk-Free Rate - Ep.100
An Interview With the Anonymous Developer of HKmap.live - Ep.99
Why Employees Cheered After Jihan Wu's Coup at Bitmain - Ep.98
Why the Digital Yuan Could One Day Be Seen as a Blunder - Ep.97
How the Hong Kong Protests Gave a Boost to Gods Unchained - Ep.96
How Bitcoin Led to the Demise of the Largest Child Porn Site - Ep.95
Althea Network: How Ethereum Is Used in the Real World - Ep.94
How Block.One Got Away With Just a $24 Million Penalty - Ep.93
Nick Tomaino on Why He Is Skeptical Libra Will Be Significant - Ep.92
How Tether's Surge on Ethereum Is Affecting Bitcoin - Ep.91
How Cryptocurrencies Could Threaten the State - Ep.90
Why Bitcoin Dominance Is at 70% - Ep.89
Why Ryan Zurrer Would Like to See a New DAO - Ep.88
Accepting Bitcoin Since 2011: Room77 in Berlin - Ep.87
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