Angie Lau

Cosmo, is there a point where not having any digital asset exposure actually becomes a risk for institutional portfolios?

Okay, then is there a point where it's going to be too expensive to get into this asset class?

For institutional investors, building diversity in a portfolio is all about collecting assets that respond to different drivers.

Omid Malikin sees Bitcoin as both a payment system and a hard currency.

He says its role in a portfolio is to serve as insurance against investments that have different behavior patterns and protection from monetary debasement.

Cosmo Jiang, meanwhile, is attracted to the growth potential of digital assets and protocols that push investors beyond Bitcoin.

What I found interesting was the way he explained his approach to evaluating those assets and how it mirrors the approach commonly used to put a price on traditional equity opportunities.

So I'm going to give the last word to Cosmo because I want him to weigh in on the hottest topic in investing right now.

Artificial intelligence.

Artificial intelligence.

Are institutional investors over-investing in AI tech and AI-focused companies?

And what does that mean for crypto-related investments?

I'm Angie Lau, and this is Evolving Money, a co-production between Coinbase and Bloomberg Media Studios.

Thanks for listening.

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