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Episode TimeStamps:
02:13 – Introduction to Nickel Digital and how they found their way to crypto
08:10 – A trip down memory crypto lane
12:25 – Why is the basis still so wide on crypto?
15:07 – The state of alpha in the crypto space
18:23 – What kind of portfolio does Nickel Digital run?
19:56 – How they take advantage of automation to carry out a 24/7 365 trading strategy
22:24 – How they manage the managers
25:22 – How they approach netting cost
27:40 – Their process for paying managers
30:59 – Their manager onboarding process
38:41 – Why traders make more money at Nickel Digital than anywhere else
40:52 – What is the average sharpe ratio in the crypto space?
43:19 – The tech backbone – how Nickel Digital is connected to exchanges
46:08 – FTX collapse – The most stressful period for their business
49:46 – How they manage price and risk in 24 hours/day markets
54:06 – How crypto differ from regular markets
57:09 – The pitfalls of trading crypto
01:02:35 – What is their long term vision for Nickel Digital?