James Kosmatos | Avoiding the crypto winter, real economy use cases and the broad thesis on DeFi

In episode 93, Alex Proimos speaks with James Kosmatos, an independent investment analyst working full time within the cryptocurrency industry.

This podcast covers James’ decision to research crypto and DeFi full time. We discuss how the sensationalised, media-grabbing headlines around the prices of Bitcoin, Ethereum, and Dogecoin are shadowing the innovative technology that is being developed in the cryptocurrency space. The conversation delves into the background of DeFi and the various protocols and networks in play. We also explore the real economy cases of DeFi, valuation methods, stable coins and the risks that still face the sector.

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Anna Shelley on the investment opportunities of a fragmented world 

AMP chief investment officer Anna Shelley thinks that “pervasive” macroeconomic and geopolitical changes will effect markets for years to come and fundamentally alter the investment landscape for asset owners.   Speaking on the Investment Magazine CIO Series, Shelley argued that supply chain fragmentation, defence spending and the capital demands of AI are just some of

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