The Alt Funds Investment podcast provides educational resources for emerging investment managers and insights for experienced investment advisors.
Joined November 2023
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What makes a crypto token worth investing in?
Mike Treidl, Founder & Portfolio Manager at Bluecoin Capital, shares his perspective on crypto investing, token value accrual, and what makes Venice AI ($VVV) stand out in the digital asset market.
From token burns to evaluating crypto assets trading at attractive valuations, discover how institutional-style research can help uncover opportunities in the evolving crypto market.
Watch the full episode to learn more.
#CryptoInvesting #VeniceAI #VVV #BluecoinCapital #DigitalAssets #CryptoFunds #Tokenomics
What does it take to launch a crypto fund in the Cayman Islands?
Darragh Murphy, Head of Funds at Marfire, joins Alt Funds Network to break down crypto fund regulations, independent fund directors, VASP compliance, custody controls, and investor protection.
From Cayman fund formation to institutional crypto governance, discover what fund managers need to know to navigate the evolving digital asset regulatory landscape.
Watch the full episode and learn how governance and compliance are shaping the future of crypto funds.
#CryptoFunds #CaymanIslands #DigitalAssets #CryptoRegulation #FundGovernance #AlternativeInvestments #VASP #AltFundsNetwork
What’s crypto’s biggest hidden risk—and why are institutions paying attention?
Former JPMorgan PM Bo Zhang breaks down exchange tail risk, perpetuals, stablecoin regulation, and the regulatory gray areas shaping crypto’s future.
Plus, why are SMAs gaining traction with institutional investors?
Watch the latest Alt Funds Network episode featuring Bo Zhang of Unsquared Capital.
#Crypto #DigitalAssets #AltFundsNetwork
Alt Funds retweeted
Our founder Ryan Wishnow joined Mike and Skyler to talk @CantonNetwork , institutional adoption, and connecting assets to liquidity across networks. Thanks for having us @AltFundsNetwork
✅The London Stock Exchange.
✅The DTCC.
🤯The Brazilian Stock Exchange?🤯
👉@CantonNetwork
Thank you, Mike -❤️your channel.
youtu.be/sygywtLtANk?si=OMwJ…
Alt Funds retweeted
"Once [banks] do a stablecoin, they’re essentially acknowledging full reserve is better than fractional reserve. And that’s something that they really, really, really don’t wanna do.”
That’s Scott Shay speaking with Mike Schroeder, CFA and Skyler Steinke on the @AltFundsNetwork podcast, where he explains why N3XT was designed as the first full-reserve U.S. bank, the unique value it creates, and how bank stablecoin strategies are a quiet concession on the limitations of fractional reserve when needing to move money 24/7.
Watch the full Podcast to hear Scott break it down: youtube.com/watch?v=Ab9nsAI7…
Learn more about N3XT: n3xt.io/?utm_source=X&utm_me…
What does the future of banking look like after Signature Bank?
Scott Shay, founder of Signature Bank and N3XT, discusses the evolution of crypto banking, the rise of stablecoins, Signet’s 24/7 blockchain payment infrastructure, and why he believes full-reserve banking and digital dollars could reshape financial infrastructure.
“Stablecoins came into existence because the banking system didn’t work.”
Watch the full conversation with Scott Shay on the Alt Funds Network Podcast.
#ScottShay #SignatureBank #CryptoBanking #Stablecoins #Blockchain #DigitalDollar #N3XT #DigitalAssets #Bitcoin #Banking #FinTech
Why did the DTCC and Brazil’s stock exchange choose Canton?
Ryan Wishnow, founder of Memora, joins Mike Schroeder & Skyler Steinke to break down why Canton is gaining traction with major financial institutions—and how its privacy, settlement, and “network of networks” architecture set it apart.
They also discuss DTCC’s tokenized custody project, Brazil’s exploration of Canton, Memora’s secure cross-chain bridge, and the opportunity to bring real-world assets from Canton to deeper, more liquid markets.
#AltFundsNetwork #CantonNetwork #Tokenization #RWA #Blockchain #DigitalAssets
What if athletes could turn their influence into ownership?
Travis Henry, Co-Founder of Factory, joins Mike Schroeder & Skyler Steinke to discuss the future of wealth management for athletes, entertainers, founders, and creators.
From institutional-quality investing to SPVs, cultural influence, and co-ownership, this episode explores how Factory is helping the next generation move from being paid for their influence to owning the upside.
#AltFundsNetwork #WealthManagement #Athletes #PrivateMarkets #Investing #Entrepreneurship #AlternativeInvestments
How can businesses unlock the value of their real estate without selling the business?
Skyler Steinke sits down with Mark Sinnett, Executive Vice-President and Head of Capital Markets Eastern Canada at Avison Young, to discuss Canada’s real estate market, alternative assets, and the growing role of sale-leasebacks.
With 25 years of experience and ~$10B across 900 transactions, Mark shares insights on private capital, conservative lending, office fundamentals, and how sale-leasebacks can unlock liquidity and lower-cost capital.
#AltFundsNetwork #RealEstate #CapitalMarkets #SaleLeaseback #PrivateEquity #CommercialRealEstate #AlternativeInvestments #RealEstateInvesting
What if businesses could unlock the value of their real estate without selling the business?
Mark Sinnett of Avison Young joins Skyler Steinke to explain the sale-leaseback strategy, Canada’s real estate market, and how alternative real estate is creating new opportunities for investors.
They also discuss private equity, office recovery, capital markets, and why tokenized real estate may be harder to scale than it appears.
#RealEstate #SaleLeaseback #PrivateEquity #CapitalMarkets #AlternativeInvestments
Why I Thought MicroStrategy Was a Ponzi?
Michael Treidl, CIO & Founder of Blue Coin Capital, joins Mike Schroeder & Skyler Steinke to explain why he went from skeptical of MicroStrategy to bullish—and how its capital markets strategy is changing the way investors think about Bitcoin exposure.
From the MSTR flywheel to institutional crypto investing, this episode breaks it all down.
#Bitcoin #MicroStrategy #MSTR #Crypto #DigitalAssets #Investing
Alt Funds retweeted
Pareto's TVL grew 340%+ in a single year.
Our Co-Founder & CEO @pan_teo_ on the two main drivers that compounded:
1/ Immutable credit history - every loan's drawdown and repayment on Pareto is recorded onchain, so institutional borrowers with a 1+ year track record are simply more trusted by LPs. Capital flows accordingly.
2/ Diligent underwriting - for @FalconXGlobal Credit Vault, @M11Credit turned raw data into a clear credit profile LPs can actually read and price.
Is on-chain private credit ready for institutions?
Matteo Pandolfi (Pareto) and Thibault Labidi (M11 Credit) join Mike Schroeder & Skyler Steinke to discuss how transparent infrastructure, institutional underwriting, and smart contracts are transforming private credit.
From the $200M+ Pareto ecosystem to the FalconX Credit Vault, this episode explores where institutional capital is heading next.
#PrivateCredit #DeFi #Tokenization #DigitalAssets #InstitutionalInvesting
What if the S&P 500 is rewarding the wrong companies?
Haren Bhakta, founder of Inside Ownership, joins Mike Schroeder & Skyler Steinke to explain why founder ownership matters—and how his OWN ETF is built around leaders with real skin in the game.
A fresh perspective on indexing, incentives, and long-term investing.
#ETFs #Investing #SP500 #FounderLed #Ownership
Why do the biggest investment gains often happen before a company goes public?
Mike Collins, Founder & CEO of Alumni Ventures, joins Mike Schroeder & Skyler Steinke to discuss venture capital, private markets, AI, and why more of today's biggest companies are staying private longer.
If you're thinking beyond the public markets, this conversation is worth watching.
#VentureCapital #PrivateMarkets #Startups #AI #Investing #Innovation
Are crypto ETFs just the beginning?
Krista Lynch of Grayscale Investments joins Mike Schroeder & Skyler Steinke to discuss how institutional investors are approaching digital assets, why tokenization matters, and what could drive the next wave of crypto adoption.
#Crypto #ETFs #DigitalAssets #Blockchain #Investing
What separates a good startup from one worth a $20M+ investment?
Isabelle Tashima of Volition Capital joins Mike Schroeder to break down growth equity, founder alignment, AI investing, and the metrics that matter most when backing technology companies.
From capital-efficient growth to spotting the next category leader, this episode is packed with insights for founders and investors.
#GrowthEquity #Startups #VentureCapital #AI #PrivateEquity #Investing
How do you find the next big investing trend before everyone else?
Matthew Tuttle of Tuttle Capital shares how he identifies emerging themes, launches innovative ETFs, and builds portfolios for a world where the old investing playbook may no longer work.
From AI infrastructure to alternative income strategies, this episode is packed with ideas.
#ETFs #Markets #Investing #AI #Finance
Why are factories becoming the next frontier for AI?
Renan Devillieres joins Mike Schroeder & Skyler Steinke to discuss how OSS Ventures embeds engineers inside factories, identifies real-world problems, and builds AI-powered companies to solve them.
A fascinating look at the future of manufacturing and reshoring.
#AI #Manufacturing #Industry40 #Reshoring #Innovation
Why is self-storage one of the most misunderstood real estate sectors?
Jacob Vanderslice of Van West Partners joins Mike Schroeder & Skyler Steinke to break down self-storage investing, operational realities, supply risk, and how AI is changing the industry.
From acquisitions to tenant behavior, this episode dives into what really drives performance in storage.
#SelfStorage #RealEstate #CommercialRealEstate #Investing #AlternativeInvestments