Crypto Fund Manager Charles Edwards: Data, Discipline and Quantum Risk

Bitcoin is facing questions no previous cycle has had to answer. Charles Edwards of Capriole Investments joins Joe Shew and Sam MacDonald to cut through the headlines with data: where institutions stand, how to filter altcoins, and why quantum may be the most important story in crypto right now.

Here's an Overview of What Was Covered:

Data Over Opinion

Why the best investors stop following people.

What Q4 Is Signalling

Seasonality and institutional flows, in plain terms.

The Altcoin Filter

The risk no previous cycle faced, and the catalyst to watch.

Less Is More

Concentration, discipline and why coin collecting costs you.