Valuation Techniques for a New Asset Class
Richard Galvin, co-founder and CEO of Digital Asset Capital Management, joins Ash Bennington, Real Vision senior editor, to discuss crypto as a new asset class and the various methodologies used by Galvin in an attempt to value them. Galvin uses his over 20 years of traditional banking experience to establish his approach to valuing various crypto projects and as the basis for his team’s portfolio construction. He touches on the importance of having a “geographic lens” for investing in these global assets as some projects may benefit from support in their respective geographies. Filmed on October 15, 2020. Key Learnings: Crypto is an entirely new asset class, and this interview dives into how one can begin to approach modeling valuations of various crypto assets. Galvin details how he approaches portfolio construction and the examples he provides give a solid framework from which anyone can use to begin exploring this group of assets with an investor’s mindset.