Setting the bell-curve in Crypto with The Spartan Group's Co-Founder & Partner, Casper B. Johansen
Summary: Our fifth Dragon Interview finally takes us to an exciting, controversial & new asset class that is dear to KVP's heart, Crypto. The first in a series of Crypto focused content, join us as we sit down with Casper B. Johansen, Co-Founder & Partner of The Spartan Group - an advisory & digital asset pioneer in the crypto space.
We take a walk-through Casper's background, how him & his co-founders stumbled across crypto, an overview of how to potentially think about this new, dynamic & constantly evolving space, as well as the rise of The Spartan Group.
So we covered global macro trading with the exceptional Ashvin Murphy from AVM. Proprietary trading global currencies across banks with the talented Dacky (Keith Dack). As well as family office macro trader & nature conservationist Geo Chen.
Yet you know we had to go crypto!
For our latest Dragon Interview we had the pleasure of sitting down with an exceptional entrepreneur & ex Goldman Sachs investment banker Casper B. Johansen.
The first of a number of special series Dragon Interviews on Crypto, we cover a number of things on this first interview with Casper, including:
-Casper's come-up story career wise, from being a Dane educated as a lawyer in the US & jumping immediately to one of Wall Street's most prestigious banks, Goldman Sachs.
-To his first tech start-up in Beijing in 2008, the folding of that a few years later alongside the stripes, lessons & takeaways earned there.
-To coming across crypto in 2017 initially as a VC investor & the inception of The Spartan Group from that. We cover the set-ups, strategy & long-term vision of the group, that Casper Co-founded with Melody He & Kelvin Koh (all Goldman alumni).
-We touch on the last bull market in 2017, as well as the "punched in the face" nuclear bear market that came after, that saw Bitcoin lose more than 80% of its value from its previous peak & naturally a lot of tokens that went to zero.
-We then delve deeper into crypto with an appreciation of decentralized vs. centralized, how to potentially look at the always evolving space, whilst also covering everything from:
Bitcoin, to Ethereum, to DeFi (Decentralized Finance), to NFTs & also touch on some of the pioneering players in the space including: Origin Protocol, Blockstack, Solana, Dapper Labs, Deribit, Blockfolio.
There is a lot here to digest & at bear minimum, likely one of two if not one of three more pieces to come from the dream team at The Spartan Group.
We hope you enjoy the interview as much as we did putting it together.
ps. For more crypto related content one can also check out the BlockCrunch podcast, that is run by crypto analyst Jason Choi, from Spartan Capital, the asset management arm of The Spartan Group.
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Outrageous Predictions 2023: The War Economy
- The constantly growing global need for energy drives the world's richest to huddle up and launch a R&D project in a size the world hasn't seen since the Manhattan Project gave the US the first atomic bomb.
French President Macron resignsThe political stalemate in France and the rise of Marie Le Pen following the 2022 elections corners President Macron, forcing him to give up on politics and resign from his position. At least for now.
Gold rockets to USD 3,000 as central banks fail on inflation mandateAs markets and central banks realise that the idea that inflation is transitory is wrong, and that prices will remain higher for longer, gold is sent through the roof, hitting a price tag of USD 3,000
EU Army forces EU down path to full unionWith continued challenges in the region and a US military that isn't aggressively enacting its former role as global policeman, the European Union agrees to create its own armed forces, bringing the whole region closer.
A country agrees to ban all meat production by 2030In an effort to become one of the global leaders on the path to net-zero emissions, one country decides to not only put a heavy tax on meat, but to ban domestic production entirely.
UK holds UnBrexit referendumFollowing a recession and domestic pressure, the United Kingdom is thrown into political turmoil that will end with a vote to wind back Brexit.
Widespread price controls are introduced to cap official inflationHistory tells us that with the war economy comes rationing and price controls. And this time is no different, as policymakers introduce strict price controls that lead to a range of unintended consequences.
OPEC+ & Chindia walk out of the IMF, agree to trade with new reserve assetSanctions against Russia have caused widespread turmoil due to US Dollar moves in countries across the globe that don't consider the US an ally. To relieve themselves from this, they leave the IMF and create a new reserve asset.
USDJPY fixed to the USD at 200 as Japan overhauls financial systemFollowing the challenges that faced the Japanese Yen in 2022, the Bank of Japan attempts to keep the currency from sliding. Unsuccessful on the long-term, Japan will launch a reset of its entire financial system.
Tax haven ban kills private equityWith the war economy comes an increased focus on national interests and sovereign nations' ability to assert themselves. In that regard, the OECD countries turn their attention on tax havens and pull the big guns out, banning them altogether.
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