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Alt Funds Network: Daily Summaries Delivered
by Mike Schroeder, Skyler Steinke
The Alt Funds Investment podcast explores those making investments in the alternative asset landscape, as well as the vendors who service these funds. We provide resources for emerging managers and insights for those in the alternative fund space.
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- 3 days ago43 min
#169 Why Crypto Protocols Choose Cayman Foundations | Sarah Wheeler, Marfire
Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Sarah Wheeler:Website: https://www.marfire.co/ Personal LinkedIn: https://www.linkedin.com/in/sarah-e-w-05212819a/ Timestamps:00:00 Introducing Sarah Wheeler and Marfire01:05 Sarah's Journey Into Crypto Regulation04:48 What Are Cayman Foundation Companies?08:01 Foundation Directors vs. Fund Directors10:55 Web3 Innovation, AI and Protocol Governance12:19 Why Crypto Foundations Choose Cayman15:29 Crypto Foundations and Token Issuance18:00 Token Utility and Building Protocol Value20:00 Foundation Governance and Treasury Management23:00 Cayman VASP Regulation and Compliance27:25 AML, Cybersecurity and VASP Supervision29:39 How Long Does VASP Registration Take?31:02 Token Issuance Rules and Regulatory Challenges33:18 Cayman's Approach to Crypto Innovation36:53 What Crypto Founders Should Know Before Launching39:36 The Risks and Benefits of Cayman Foundations42:30 How to Connect with Sarah Wheeler Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- 1 weeks ago46 min
#168 Generative Engine Optimization: The Future of AI Search | Andreas Voniatis, Artios
Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Andreas Voniatis:Website: https://artios.io/ Personal LinkedIn: https://www.linkedin.com/in/andreas-artios/ Timestamps:00:00 Introduction: Andreas Voniatis and Artios01:00 From Accounting to SEO and AI03:09 SEO vs. Generative Engine Optimization (GEO)05:14 How AI Is Changing Online Search06:37 AI Search Visibility for Startups and Enterprises08:32 Backlinks, Brand Mentions, and Sentiment10:30 How AI Chooses Which Brands to Recommend12:40 SEO Best Practices vs. Real Differentiation15:11 Information Gain: Why Original Data Matters17:05 Creating Data-Driven Content for AI Search19:30 Which Online Sources Influence AI Search?20:43 Night Shading: Manipulating AI Brand Perception22:55 Why Video Matters for the Future of AI26:13 Gemini, Google, and the Future of AI Search27:06 Why Brands Need Video, Podcasts, and More29:16 How to Measure AI Search Visibility30:47 Artios's Approach to AI Visibility Guarantees32:36 How Long Does GEO Take to Show Results?34:47 Building a Consistent, Multichannel Content Strategy36:24 Which Businesses Benefit Most from GEO?38:15 AI Search Case Studies and Client Results40:00 Tracking AI Mentions and Visibility40:48 AI Search Visibility vs. Paid Advertising43:44 Common GEO Mistakes to Avoid44:35 Generative Engine Optimization with Python45:52 Closing Remarks and How to Connect with Andreas Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- 2 weeks ago58 min
#167 Why Smart Contract Audits Are No Longer Enough | Henri Binsztok, OKcontract
Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Henri Binsztok:Website: https://okcontract.com/ Timestamps:00:00 Introduction00:34 Henri Binsztok's background06:30 On-chain security and OKcontract10:12 Chainwall and DeFi vault security16:22 Mapping crypto security incidents22:17 Why smart contract audits aren't enough25:05 AI, formal verification, and smart contract security29:07 Protecting assets when signers are compromised34:39 MPC wallets and institutional crypto security39:17 AI cyberattacks and cloud infrastructure risks42:45 Practical cybersecurity advice46:21 Using blockchain to secure cloud systems51:14 Layer 2 security and sequencer risks53:47 Institutional crypto custody versus self-custody57:43 Chainwall's purpose and closing remarks Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- 3 weeks ago28 min
#166 Venice AI (VVV):How to Value a Token Built on Buybacks and Burns |Mike Treidl,Blue Coin Capital
Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Mike Treidl:Website: https://bluecoincapital.substack.com/ Timestamps:00:00 Welcome and Setup01:23 Blue Coin Capital Overview02:23 Why Research Venice04:32 Why VVV Matters05:54 Product and Privacy Edge08:23 Dual Token System Explained10:31 Burn Mechanics and Tokenomics11:44 Equity vs Token Risks13:50 Valuation Framework and Multiples22:00 Bear Base Bull Scenarios23:52 Fund Position and Supply Outlook25:56 Final Takeaways and Where to Follow Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- 3 weeks ago48 min
#165 Setting Up a Crypto Fund in the Cayman Islands: Rules, Risks & Governance | Darragh Murphy, Marfire
Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Darragh Murphy:Website: https://www.marfire.co/ Personal LinkedIn: linkedin.com/in/darragh-murphy-cta/ Timestamps:00:00 Welcome And Guest Intro00:25 Darragh Career Journey02:13 What Marfar Does03:25 Fund Director Role05:06 When Directors Required08:13 Board Size And Cadence13:07 Service Providers Oversight16:27 Director Liability And Insurance18:53 Regulation Getting Tougher21:44 Crypto Funds Maturing25:16 VASP Act Explained29:46 FATCA CRS Updates31:35 Launching A Cayman Fund34:34 Conflicts And Approvals39:39 Custody And Wallet Controls41:18 Fees And Pricing Model44:32 AI In Fund Operations47:57 Wrap Up And Contact Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- 4 weeks ago51 min
#164 An Ex-JPMorgan PM Breaks Down Crypto’s Biggest Regulatory Gray Area | Bo Zhang, Unsquared
Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Bo Zhang:Website: https://unsquared.finance/ LinkedIn: https://www.linkedin.com/in/bozhang7940/ Timestamps:00:00 Welcome and Guest Intro00:37 Bo’s Crypto Origin Story02:58 Leaving Wall Street04:56 Building UnSquared Capital06:20 Factor Investing Basics09:38 Research Process and Tail Risk14:51 Exchange Risk and Liquidity19:05 Perps and Funding Rates22:47 Best Execution in Crypto25:45 Trade Coordination Layer27:16 Coordination Layer Execution28:45 Why Choose SMAs30:52 Custody and Exchange Setup33:29 Scaling SMA Operations36:56 Market Trends Stablecoins38:46 Token Views Hype Zcash41:24 Regulatory Gaps and Vaults44:04 Due Diligence Transparency47:53 Creativity and Team Edge50:54 Where to Connect Wrap Up Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- Sep 30, 202631 min
#163 The Case for Putting Idle Stablecoins Into Real-World Credit | Waseem Salim, Valdora Finance
Mike Schroeder and Skyler Steinke sit down with Waseem Salim, CEO of Valdora Finance, who spent six years in crypto — including running communities globally for the Algorand Foundation — before setting out to fix what he calls the circular yield problem. Most DeFi yield comes from crypto activity feeding itself: lending, borrowing, providing liquidity. When the market slows, the yield collapses with it, because there was never real economic activity underneath.Waseem walks through Valdora's answer: vault infrastructure that routes on-chain stablecoins into real-world strategies and hands the depositor back a liquid token representing the position. He breaks down what a vault actually is versus a liquidity pool, the three things any vault has to deliver — access, control and verifiability — and the mechanics behind their stablecoin vault, where yield comes from short-duration credit facilities backed by verified business cash flows: invoice factoring, payment financing, SME lending, mostly through originators in the MENA region.The conversation also covers who does what in the stack, how a non-custodial architecture uses time locks, multisig and role separation, and Waseem's honest account of what non-custody does not remove — smart contract risk, strategy risk, oracle risk, and what happens if an originator defaults. Plus DeFi's Wild West years (all three of them admit to being in Time Wonderland at 80,000% APY), where vaults sit in three to five years, and why he thinks institutional and retail DeFi are converging faster than people expect.Chapters:00:00 Intro: Stablecoins, Vaults, and Real-World Yield00:25 From Algorand Ambassador to Global Head of Communities01:49 The ETHDenver Coffee Queue That Started It03:31 Why Valdora Exists: Three Structural Failures in DeFi05:44 What a Vault Actually Is, and the Three Things It Must Do08:20 DeFi's Wild West Years: 80,000% APY and Time Wonderland10:37 Why the Degens Were the Beta Testers DeFi Needed11:49 Olympus DAO, Gas Fees, and Lessons Paid For12:42 Inside the Stablecoin Vault: Invoice Factoring and SME Credit15:08 Curators vs. Originators: Who Does What16:40 The Roadmap: A Catalog of Vaults and 48-Hour Launches18:04 Non-Custodial by Design: Time Locks, Multisig, Role Separation18:55 Institutional Demand and Going Multi-Chain to Ethereum and BNB20:57 Who Can Launch a Vault, and the Due Diligence Behind It21:57 What Non-Custodial Does and Doesn't Remove From Risk23:36 Smart Contract Risk and the Hardening of Vault Frameworks25:10 NAV, Redemptions, and Where DeFi Meets Fund Admin27:00 Vaults in Three to Five Years: A Fund Wrapper for On-Chain Capital28:23 Who Valdora Is Built For30:34 Where to Find Waseem and ValdoraConnect with Waseem Salim:Valdora: https://valdora.finance/Valdora on X: https://x.com/Valdora_financeWaseem on X: https://x.com/WaseemMSalimAlt Funds Network:Website: https://altfunds.io/Topic ideas: info@altfunds.ioBe a guest on the podcast: https://bit.ly/46X7cSQListen instead:Spotify: https://bit.ly/4afXcanApple Podcasts: https://apple.co/4akXAUS#DeFi #Stablecoins #RWADisclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal, accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
- Sep 23, 202649 min
#162 Signature Bank Had $34B in Liquidity. They Shut It Down Anyway | Scott Shay, N3XT
Find us online: https://altfunds.io/Email us with topic ideas: info@altfunds.ioSpotify: https://bit.ly/4afXcanApple Podcast: https://apple.co/4akXAUSGoogle: https://bit.ly/4am9oXk 👇 Click Below to be a guest on our video podcast: 👇 https://bit.ly/46X7cSQ Connect with Scott Shay:Website: https://n3xt.io/ X: https://x.com/N3XTinc LinkedIn: https://www.linkedin.com/company/n3xtio/ Timestamps:00:00 Introduction01:00 Scott Shay's journey into banking03:00 Building Signature Bank05:00 The origins of Signet and crypto banking07:00 How Signet enabled 24/7 payments09:00 The rise of stablecoins13:00 The banking industry's reaction to crypto14:00 What happened to Signature Bank18:00 The fundamental problem with traditional banking21:00 Moving dollars like Bitcoin23:00 Why Scott decided to build N3XT26:00 Building a full-reserve U.S. bank29:00 Tokenized dollars outside the bank32:00 Full-reserve vs. fractional-reserve banking34:00 How N3XT makes money36:00 Crypto regulation and the future38:00 The N3XT digital dollar43:00 How traditional banks view crypto45:00 The future of banking47:00 What fund managers should know Disclaimer:Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
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About Alt Funds Network
The Alt Funds Investment podcast explores those making investments in the alternative asset landscape, as well as the vendors who service these funds. We provide resources for emerging managers and insights for those in the alternative fund space.
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