“We analyze crypto assets from a fundamental perspective”
In an interview with financial publishing and information group Citywire BIT Capital fund manager, Ha Duong talks about the investment strategy of the new crypto funds, the trends in decentralized finance, and the importance of ESG aspects.
Ha Duong’s enthusiasm for crypto technologies ignited in New York in 2015. Shortly after Ethereum’s Initial Coin Offering (ICO), he realized that crypto was a generalizable technology. Implementing the first decentralized autonomous organizations (DAOs) reinforced his belief that crypto networks should be a helpful coordination and allocation mechanisms resource.
In this interview, Ha Duong explains how he and his team analyze crypto assets and why assets that gain value merely because of a meme are of no interest to him.