🎙️ New @edge_pod 🐻 Why The Token Bear Market Is Ending | Theia on Valuations, Token Rights, and Contrarian Investing 0:00 - Intro 2:00 - Who is Theia? 4:02 - AI tools accelerating research 10:37 - Mental models for investing 18:46 - The 4-year token bear market 24:15 - Tokenholder rights: Why they matter 28:37 - Thoughts on Across token buyout 32:08 - Signs liquid token bear market is ending 35:23 - Do you believe in the four-year cycle? 39:19 - What is MetaDAO and futarchy? 49:56 - What Theia looks for in liquid tokens 56:18 - The bear is where you make money 58:12 - The case for high integrity founders 1:01:14 - Real RWAs vs. narrative RWAs 1:04:40 - Why we need underwriters, not engineers 1:06:35 - The investment manager of the future 1:11:28 - Why some VCs pivot away from crypto 1:16:57 - Why being contrarian and right matters 1:21:25 - Finding edge when DeFi is all duopolies 1:26:35 - Closing 🙏 Thanks to @TheiaResearch Founder & CIO Felipe Montealegre for joining us!

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