-
Crypto portfolio manager details hunt for alpha post-halving
Pranav Kanade, portfolio manager of the VanEck Digital Assets Alpha Fund, wants to generate excess returns by not following the crowd and by keeping an eye on the crypto whales. The big picture: The theme this year is Bitcoin, not Ethereum nor altcoins, Kanade said. Post halving — an event that reduces new bitcoin supply, the fourth of which hit this past Friday — Kanade said Bitcoin layer 2s have the potential to take the spotlight from Ethereum layer 2s, referring to blockchains built on top of the main networks. Bitcoin is having a bit of a renaissance moment with folks trying to expand the network beyond ... (full story)