Henrik Andersson, CFAApollo Capital — DeFi vs. FintechFintech is using technology to improve financial services. We have seen the rise of challenger banks like Revolut, payment processing…Sep 15, 2020Sep 15, 2020
Henrik Andersson, CFAApollo Capital — On Crypto Correlations and DeFi Breaking OutSometimes we hear that crypto assets are highly correlated and therefore asset selection has little impact. We couldn’t agree less. While…Jun 23, 2020Jun 23, 2020
Henrik Andersson, CFAApollo Capital — Investment Highlight: Ren ProjectThe RenVM recently went live on mainnet, providing access to inter-blockchain liquidity for all decentralized applications. Bringing BTC…Jun 9, 2020Jun 9, 2020
Henrik Andersson, CFAinmStableIntroducing Constant Sum Bonding Curves for Tokenised AssetsMay 26, 2020May 26, 2020
Henrik Andersson, CFAApollo Capital — Crypto Asset Valuation RevisitedExcitingly, valuation of crypto assets are starting to look more and more like traditional cash flow valuation, especially with the rise…Apr 28, 2020Apr 28, 2020
Henrik Andersson, CFAApollo Capital — Macro UpdateIn February we wrote about how the Other Locations graph form the Johns Hopkins University dashboard is the most consequential graph in…Mar 17, 2020Mar 17, 2020
Henrik Andersson, CFAApollo Capital — The Race for DecentralisationThere is currently a race for decentralisation going on in the crypto industry. The reasons are multifold, but at the core is the key…Mar 10, 2020Mar 10, 2020
Henrik Andersson, CFAApollo Capital — Activist Investing in CryptoOne of our predictions for 2020 is the rise of the DAO. A DAO or Decentralised Autonomous Organisation is a way to organise people in a…Feb 18, 2020Feb 18, 2020
Henrik Andersson, CFAGrin — The Birth of a New AssetIn early 2019 we witnessed the birth of a new asset called Grin. The launch of Grin was not unlike that of Bitcoin. It was a fair launch…Jan 28, 2020Jan 28, 2020
Henrik Andersson, CFAApollo Capital — Investment Highlight: SynthetixThe Open Financial System also called Decentralised Finance (DeFi) is a major focus for us at Apollo Capital and core to our Investment…Nov 19, 2019Nov 19, 2019
