Where Is The Crypto Alpha Hiding This Cycle?

Is crypto finally rewarding the investors who do the work?

This week, we sit down with three top allocators at DAS Singapore to unpack where the real alpha lives in an early, uneven bull market.

We explore where crypto x AI actually works, building size in illiquid tokens, if $HYPE stays the consensus winner, and seed vs. growth for the next cycle. Enjoy!

TIMESTAMPS:

00:00 Intro

01:21 Where Is Crypto AI’s Edge?

07:10 Ads (Fidelity Crypto)

07:43 Do AI Agents Need Blockchains?

10:16 How Crypto Funds Allocate Capital

16:33 Ads (Fidelity Crypto)

17:13 Finding Alpha In A Crowded Market

23:37 Longs, Shorts, And Beating Bitcoin