Thesis Ep 13 - Starkiller’s strategies during the short-term momentum anomaly
We chat with Leigh Drogen, GP and CIO of Starkiller Capital, a quantitative-driven liquid token fund, to unpack:
1. The differences between crypto funds and traditional long / short equity funds, and structural inefficiencies unique to crypto
2. How to think about an appropriate benchmark for actively managed liquid token funds to measure alpha
3. Starkiller’s investment process, and the inputs they use to inform their decisions
4. Why the current rally is a temporary anomaly and insights from Starkiller’s latest research report “Cross-sectional Momentum in Cryptocurrency Markets”
https://www.starkiller.capital/post/c...
Leigh Drogen: / leighdrogen
Jim Hiltner: / jim-hiltner-cfa-87815482
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