Inside Active Management: How We Invest In The Crypto Economy
2025-11-11 19:15
Summary Discipline turns volatility into opportunity by grounding crypto investing in research, not speculation. Conviction builds when company fundamentals and onchain activity confirm the same trend. Active positioning across market cycles helps capture innovation while protecting against excess. We examine how disciplined research and active judgment, not hype, guide investing decisions in the emerging onchain economy. Active Management Starts with Discipline In our previous post , we explored why active management matters in crypto, how adaptability helps investors navigate powerful cycles and shifting opportunities. But adaptability alone isn’t enough. True active management comes from discipline : applying structured research, judgment, and balance to every decision. In the onchain economy, this means blending traditional financial analysis with blockchain-specific insights, knowing how to assess, adjust, and remain composed when conditions change. 1. Building the Investable Universe Every active strategy begins with defining the opportunity set. In digital assets, that means identifying publicly...
