Avoiding the crypto winter, real economy use cases and the broad thesis on DeFi | James Kosmatos
In episode 93, Alex Proimos speaks with James Kosmatos, an independent investment analyst working full time within the cryptocurrency industry.
This podcast covers James' decision to research crypto and DeFi full time. We discuss how the sensationalised, media-grabbing headlines around the prices of Bitcoin, Ethereum, and Dogecoin are shadowing the innovative technology that is being developed in the cryptocurrency space. The conversation delves into the background of DeFi and the various protocols and networks in play. We also explore the real economy cases of DeFi, valuation methods, stable coins and the risks that still face the sector.
James Kosmatos is currently an independent investment analyst working full time within the cryptocurrency industry, focusing on fundamental analysis of cryptocurrencies within the Decentralised Finance (DeFi) sector. James has been researching and investing in this asset class since early 2017; he has recently started his current role after seeing the significant growth and innovation of technology being implemented within the DeFi sector.
James previously worked at Frontier within the consulting and debt research team, providing advice on portfolio construction, asset class configuration and fund manager due diligence for various institutional investors. Before Frontier, James worked within PwC Wealth Services, assisting high net worth families with portfolio construction, fund manager due diligence and implementation.
Recommended reading: "DeFi Beyond the Hype"; An overview of Defi with case studies comparing projects with traditional financial services and real-world financial market structures. https://wifpr.wharton.upenn.edu/wp-content/uploads/2021/05/DeFi-Beyond-the-Hype.pdf
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.
Recommended reading: "DeFi Beyond the Hype"; An overview of Defi with case studies comparing projects with traditional financial services and real-world financial market structures. https://wifpr.wharton.upenn.edu/wp-content/uploads/2021/05/DeFi-Beyond-the-Hype.pdf
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.