3:02 - How Crypto is currently doing
9:25 - Why the ultra-wealthy invest in Crypto
13:39 - Investing in different countries
30:42 - What is their business management model?
38:45 - A healthy relationship between cost, benefit and potential
Marc Seidel is a co-initiator & strategy manager at AltAlpha Strategies, which provides innovative and effective alternative investment strategies and advisory services. He has a degree in Banking and Finance from the University of Zurich, and a Masters' in Business Innovation from St. Gallen, as well as additional qualifications as a visiting graduate from Oxford and Stanford, in politics and management sciences, respectively.
Crypto is an alternative investment, alongside other assets like art and real estate, and it has the appealing and captivating angle of being decentralized. Marc highlights the recent implosion in the volatile crypto market as a cautionary tale for investors and emphasizes the importance of understanding the risks involved. He also discusses the significance of uncorrelated assets in portfolio construction, showcasing the incredible performance of commodities and the diverse landscape of alternative investments.
He explores the evolving segments within the crypto space, including decentralized finance (DeFi) and gaming, while delving into the potential of stablecoin in promoting financial inclusion. Marc emphasizes the need for active management in the crypto market and discusses AltAlpha Strategies' upcoming low-fee early investment fund, which aims to align incentives for investors. He provides valuable insights into alternative investments and cryptocurrencies, guiding investors to understand the potential opportunities and risks in this dynamic and ever-evolving landscape.
“The great thing about alternative investments is that they are not correlated to stock exchange fluctuations. You don’t want all the assets in your portfolio to go up/down simultaneously, you want a balance that lets you cover your losses.”
“Alternative investments are things like real estate, art, commodities, and blockchain assets, so pretty much anything other than your run of the mill stocks and bonds.”