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Can Fundamentals Alone Ignite Token Returns?

Alex Botte

Following a thorough analysis of the relationship between blockchain fundamentals and token returns, we found the two to have an imperfect relationship. In most cases, there is no evidence that fundamentals impact future returns. However, we do expect these relationships to strengthen as the asset class matures.

We encourage you to read the full article detailing our findings in CAIA’s Portfolio for the Future blog using the link below!

 

Can Fundamentals Alone Ignite Token Returns? | Portfolio for the Future | CAIA

Alex Botte

About the Author: Alex Botte

Alex Botte, CFA, CAIA is the Head of Client and Portfolio Solutions at Runa Digital Assets, an investment firm specializing in digital asset portfolios. In this role, Alex is responsible for the investment risk framework, chairs the Risk Committee, and contributes to content, portfolio analytics, research, and client engagement. Alex was previously a Vice President at Two Sigma, where she produced investment management-related content and helped with the development of the firm's factor-based risk analytics platform, Venn. Prior to Two Sigma, she was at AQR Capital Management, where she most recently served as a Product Specialist for the firm’s Global Asset Allocation strategies. Prior to AQR, she worked in Prime Services at Barclays. Alex holds a Bachelor’s of Science in Applied Economics and Management from Cornell University.

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