Andrew Steinwold

Wall Street Veteran Reinvents the Citadel Model—But for Crypto?

@thecampsishere spent 15+ years on Wall Street—BlackRock, RBC, Oppenheimer. In 2016, he pitched Bitcoin to his firm. They laughed.

Now, he’s the co-founder of @NexystDigital, a multi-strategy quant platform managing 25+ algorithmic strategies across liquid crypto markets.

In our latest @Angels2Allo, Jon shares:
🔹 Why he believes Ethereum’s death is overhyped—and why Bitcoin dominance is just getting started
🔹 The structure behind Nexyst: a crypto-native twist on the Citadel/Millennium model, powered by a decentralized network of quant teams
🔹 Why top traders are walking away from big hedge funds to run strategies their way
🔹 How Nexyst gives investors access to compounding, low-volatility returns—and why their BTC share class has attracted 65% of new capital
🔹 The challenges of alpha decay, exchange risk, and onboarding 300+ quant teams
🔹 Where he thinks tokenization, AI, and the structure of asset management are headed next

If you're building, investing, or just curious where digital asset management is going—you’ll want to hear this one.

YouTube: https://t.co/kVzq5r0gUg
Spotify:

“2025 is the first year of blockchain adoption.”

That’s what @jbrukh, founder & CEO of @coinfund_io ($1B+ in AUM), told me.

A bold claim, but after our conversation, I think he’s right.

Here’s why 🧵

BTC is always impacted by global events first (in this case, Israel attacking Iran)

But always seems the first to recover

Let's see if that rings true this time

Derek Edwards (@derekedws) is co-founder of @Collab_Currency (~$300M AUM, 100+ investments in AI, Web3, NFTs, DeFi, and more)

We went deep on:
🔹Collab’s origin story
🔹Early bet on consumer crypto
🔹Token vs equity strategy
🔹AI x crypto convergence
🔹And of course, the future of crypto art

One of the sharpest minds in the game — highly recommend 🔥🔥

Derek Schloss (@derekedws) is co-founder of @Collab_Currency (~$300M AUM, 100+ investments in AI, Web3, NFTs, DeFi, and more).

We went deep on:
🔹Collab’s origin story
🔹Early bet on consumer crypto
🔹His unique lens as a lawyer/gamer/creator
🔹Token vs equity strategy
🔹AI x crypto convergence
🔹What LPs still don’t get about this space
🔹And of course, the future of crypto art

One of the sharpest minds in the game — highly recommend

Just dropped new ep with the legendary @mdudas, founder of @6thManVentures

We covered:
– Why he left Google/Venmo to start The Block
– Investing $200M+ thesis at 6MV
– Spotting truly crypto-native founders
– Token vs equity value
– Deep dives on DePIN, NFTs, stablecoins, AI x crypto & more

Mike never holds back, always a fun one.

Educators and professors freaking out over AI is like

– Taxi drivers freaking out over Uber
– Hotels owners freaking out over Airbnb
– Bankers freaking out about Crypto (although this is no longer the case!)

Modern version of Archimedes be like:

"Give me a place to stand and 100,000 GPUs, and I will move the world"

He airdropped $100 in BTC to every MIT student in 2014.

Now he runs one of crypto’s most cutting-edge funds.

I sat down with @delitzer of @nascentxyz to talk
🔹How power-user VCs win
🔹What founders get wrong
🔹Why crypto-AI is overhyped