Theo Golden

speaker

442 appearances 1 recordings 1 series first heard Jul 2026 last heard 9 Jul

Theo Golden’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Talking Tokens: Crypto, Onchain Finance, Investing · A 117-Year-Old Asset Manager Goes “Fully Native,” Seeing Tokenization as OS upgrade | Theo Golden · 9 Jul 2026 podcast

And so that's how we think about it here.

And when we go talk to traditional investors,

In our ecosystem, part of that is around reducing the operational leverage, reducing their counterparty risk, having essentially a much more auditable process.

The second side of that can be around speed.

The idea of having baggy, barely-gift-enhanced yield, we allow in-kind redemptions and subscriptions in USDC.

That means...

With that, we are able to also offer up to 10% of NAV T0 redemptions.

Because we are using on-chain rails, stablecoins, as the cash leg of that transaction, we're not waiting on cash cycles within the banking system to the same extent, which means we are then able to offer them something better than they don't currently have today.

But the key point thing is there is like if we want to offer them that but better element, we can't do it at the cost of just bare minimum investment protections that they would expect or by gearing them more.

So upping the leverage that they have to a particular counterparty or risk.

and so that's what we mean we mean by saying but better and and and making sure that we aren't just saying to people you should definitely innovate for innovation's sake because as you say like they need line of sight to an roy in some format much like your mom probably now uses online banking because she now is connected to her investments account

Or she's able to send dollars to you when you buy her a coffee in the split second.

She has access to a broader set of things, which then brings you to the whole conversation of interoperability and composability, which lots of your previous guests have spoken to much more eloquently than I would.

Yeah, definitely.

So the origin story for this fund is it started off as an Excel spreadsheet between myself and one of our portfolio managers, Joseph Thorpe, who's one of the named managers on the fund running the part of the government bond piece of the fund.

And it started off in part as a portfolio that we really wanted to invest in.

We were going, where's the market?

What do we really miss?

And we were like, we want a step out of cash with a good yield, not too much risk, not too much credit risk in their short duration because the long end of the rates curve can be very volatile.

And we're like, what do we really want?

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