Felipe Montealegre and Noah Goldberg (Theia Capital) on Investing in Internet Capital Markets (EP.668)

On The Brink with Castle Island · Sep 22, 2025 · 51:27

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Wyatt sits down with Felipe Montealegre and Noah Goldberg of Theia Capital, a fund investing actively in liquid crypto tokens with strong fundamentals. In this episode:

What drives crypto market valuations? Fundamentals or supply of capital?
The imbalance between venture vs hedge fund activity in crypto markets
Navigating a market where assets become liquid early in their lifecycle
Talent in the crypto industry
What makes exceptional founders and team members?
Using LLMs in investing and general workflow
Future themes Theia is excited about