On today’s show we welcome special guests, Upexi’s Chief Strategy Officer, Brian Rudick and Meteora Capital’s Chief Investment Officer, Vik Mittal. Brian and Vik have been involved in the creation of crypto treasury companies and are experts in the space. Upexi is a Solana Treasury Company. On the show, we discuss:

• What is a crypto treasury company and how do they create value long term?
• Why should investors buy a crypto treasury company instead of buying the crypto themselves or through an ETF?
• How are SPACs and RTOs involved in this dynamic?
• How has the regulatory environment changed in the U.S. around digital assets?
• And more!

On today’s show we welcome special guest, CIO of Starkiller Capital, Leigh Drogen. Starkiller Capital is an institutional investment firm applying quantitative data-driven strategies to blockchain based digital assets. On the show we discuss:

• Core tenets of their approach to crypto investing
• Trend following and yield farming in crypto
• Their approach to risk management
• His top emerging trends in the digital asset space to have on your radar
• And more!

On today’s show we welcome special guest, Morgan Stanley Direct Lending Fund's President Michael Occi. Morgan Stanley Direct Lending Fund (MSDL) seeks to achieve attractive risk-adjusted returns by investing primarily in directly originated senior secured loans issued by U.S. middle market companies. On the show, we discuss:

• Why investors should consider an allocation to private credit
• What explains the significant market share growth of private credit in financing buyouts
• MSDL’s defensive approach to lending, with a focus on first lien loans
• His thoughts on the current market environment for private credit loans
• And more