Understanding Crypto ‘Large Caps’ and How They Fit in Portfolios


Thursday, September 25

11:00AM ET

To access this webinar

Key Topics

Fundstrat's Sean Farrell, Grayscale's Krista Lynch, and Coindesk Indices' Andy Baehr dive into Crypto large caps and what investors should watch now

This webinar explores:

-Why large-cap crypto assets now represent nearly 90% of the market.
-How investors can capture rotations beyond Bitcoin, like Ethereum’s breakout this year.
-The growing role of passive exposure in shaping crypto market structure.
-Why tokenization, on-chain yield, and collateral are set to define the next phase of adoption.

Panel of Speakers

Tom Lee

Sean Farrell AC

Head of Crypto Strategy

Sean Farrell is the Head of Crypto Strategy at FS Insight. Prior to joining FS Insight, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.

Tom Lee

Andrew Baehr, CFA, CAIA

Head of Product, CoinDesk Indices

Andy Baehr leads product development and distribution of digital asset indices and strategies at CoinDesk Indices, bringing twenty-five years of global markets and investment management experience. Prior to joining CoinDesk, Andy was a partner at Risk Premium Investments, an alternative asset manager serving institutional investors.

Tom Lee

Krista Lynch

Senior Vice President on Grayscale's ETF team

Krista Lynch is a Senior Vice President on Grayscale’s ETF team, where she leads ETF Capital Markets. Krista works with Authorized Participants, ETF market makers, and digital asset liquidity providers to ensure healthy trading of Grayscale’s ETFs and to grow the ecosystem surrounding Grayscale’s products. Prior to joining Grayscale, Krista was a Vice President at BlackRock, where she managed daily primary market trading for iShares fixed income ETFs. Krista graduated from the University of Miami with a BSBA in Finance and Accounting.

Grayscale is a client of Fundstrat and receives Fundstrat's published research reports. Grayscale has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes.
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