In our second episode of The Shift, Sohan speaks with Ryan Duthe, a derivatives trader at CMS. CMS is a principal investment firm focused on making investments across the cryptoasset ecosystem.
In this episode we cover:
- CMS' hedge fund origins and evolution to strategic users of defi protocols
- Why there's never been a better time for DeFi to take market share from CeFi lenders
- Dunking on NFTs and the future of DAOs
- Ryan summons his inner Novogratz
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