In this episode of Scenius Studio, host, Ben Jacobs, sits down with Peter Marshall, founder and CEO of Walden Bridge Capital. Walden Bridge is a research driven crypto hedge fund with an impressive track record dating back to 2017. Peter shares the challenges he faced while operating a crypto hedge fund before foundational asset management services were widely available for digital assets and how these experiences shaped his navigation of the crypto markets today. Peter also details his firm's research-driven investment process and his principles for building an institutional asset management firm.

Timestamps

1:50 What is the story behind the name "Walden Bridge"?

3:01 How did you first get into crypto?

6:32 What was the hedge fund landscape like in 2017?

8:42 What were the investment strategies in the early days of Walden Bridge?

11:00 How important is narrative and reflexivity?

13:25 Experiences in building a high-frequency trading strategy?

20:01 How does Walden Bridge construct its portfolio?

22:50 What is the firm's investment process?

29:04 What are some investment sectors that people should keep an eye on?

32:35 How does Walden Bridge analyze the landscape of investment opportunities?

36:43 What are your thoughts on the state of regulation?

41:01 What are your team-building philosophies?

44:58 What is your spiciest take inside and outside of crypto?

46:45 Where can people find out more about Walden Bridge?

Resources Mentioned

Walden Bridge Capital https://waldenbridge.capital/

Hedge Week Digital Assets Awards https://www.hedgeweek.com/2022/02/25/312353/hedgeweek-announces-winners-inaugural-us-digital-assets-awards

Maker DAO https://makerdao.com/en/

Network Effects https://online.hbs.edu/blog/post/what-are-network-effects

Token Economics https://academy.binance.com/en/articles/what-is-tokenomics-and-why-does-it-matter

On-chain Derivatives https://defiprime.com/derivatives

Layer 0 https://academy.binance.com/en/articles/what-is-layer-0-in-blockchain

Gene Editing https://www.technologyreview.com/2023/01/19/1067074/next-for-crispr/

Connect with the guest

Walden Bridge Capital https://waldenbridge.capital/

Disclaimer

This information is being provided to you for educational and informational purposes only. Any advice and information on this podcast is general only, and has been prepared without taking into account your particular circumstances and needs. Before acting on any advice on this podcast you should assess or seek advice on whether it is appropriate for your needs, financial situation and investment objectives.

Walden Bridge Capital - Peter Marshall (Episode #4)

Scenius Studio