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


Thursday, September 25

11:00AM ET

To access this webinar
00
Days
00
Hours
00
Minutes
00
Seconds

Event Agenda

Join Fundstrat and Grayscale Investments on Thursday, September 25, at 11:00 AM ET for an exclusive live crypto webinar.

Sean Farrell, Head of Digital Assets at Fundstrat, will lead a discussion with Andy Baehr, Head of Product at CoinDesk, and Inkoo Kang, Senior Vice President of ETFs at Grayscale. They'll share their perspectives on current market dynamics and client sentiment.

Key topics include:

-How do we define crypto large caps? What are the similarities and differences to how we define traditional equity large caps?
-Market characteristics and performance drivers of crypto large caps.
-Making the case for crypto large cap exposures – role of diversification.
-Valuation approaches and other metrics.

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

Inkoo Kang

Senior Vice President of ETFs, Grayscale

Inkoo Kang is Senior Vice President of ETFs at Grayscale Investments, where he builds product strategy and advances development for the firm’s ETF platform. Since joining in 2021, he has helped build Grayscale’s ETF capabilities across the board, playing a key role in bringing digital asset exposure to market through innovative, investor-centric products. With over 13 years of ETF experience, Inkoo has worked across product development, capital markets, and portfolio management. Prior to Grayscale, he spent nearly a decade at Direxion, where he contributed to the launch and management of a wide variety of ETF strategies.

FS Insight footer logo

150 East 52nd St, 3rd Floor New York, NY 10022

SUBSCRIBE TO OUR FREE RESEARCH REPORTS

An institutional-grade report delivered to your inbox every week.

© 2025 FS Insight. All rights reserved.

Illustrations by Karl Wimer.