In this episode, Ben sits down with Lewis Harland, Portfolio Manager and Head of Research at Decentral Park Capital. Lewis is a prolific writer with deep research into cutting edge valuation methodologies that leverage on chain data and analysis. His top-down valuation frameworks are widely recognized among leaders in the crypto industry while also helping steer Decentral Park's investment strategy and portfolio construction. Let's get into it.

Timestamps

2:21 How has writing publicly online influenced your career?

6:26 What are your resources to find signal amid the noise?

10:39 What is your background?

15:10 How does your research feed into your investment process?

19:17 Can you share some examples where your top-down investment thesis was right and/or wrong?

26:10 Do valuation frameworks matter in crypto?

32:02 Can you explain your guide on how to value a blockchain?

38:18 Please define the Lindy effect?

44:45 How do you think about new technological disruptions and their impact on valuation methodologies?

50:24 What is your most contrarian take in crypto?

54:07 What is your most contrarian take outside of crypto?

56:56 Where can people learn more about you?

Resources Mentioned

GlassNode

Into The Block

Thermocap

On Blockchain Valuations

Cryptonetwork Governance As Capital

Nexus Mutual

EigenLayer

Connect with the guest

Follow Lewis on Twitter https://twitter.com/_LewisHarland_

Follow Decentral Park Capital on Twitter https://twitter.com/DPCio

Decentral Park Capital https://www.decentralpark.io/

Disclaimer

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.

Decentral Park Capital - Lewis Harland (Episode #15)

Scenius Studio