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Recorded live at the Out East Conference, Avi sits down with Seth Ginns, CIO of Franklin Crypto and formerly of CoinFund and Jennison Associates. Seth spent eighteen years in public equities before becoming a seed investor in Coinbase in 2012 and building one of the largest liquid crypto funds in the market. We discuss how the Global Financial Crisis is what pushed him into crypto, why he waited years for institutional custody before launching a fund, why he believes 2026 is the year crypto and traditional finance finally converge, what Tesla and Amazon taught him about betting on founders instead of cash flows, why you can't bet on cash cows in the age of AI, why Franklin Templeton doubled down on crypto in a downturn, why the Clarity Act doesn't actually need to pass for the market to move, and his front-row stories from Lehman's headquarters the day it collapsed. Enjoy!
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Timestamps:
(00:00) Coming Up on 1000x...
(00:31) 18 Years At Jennison, Then Crypto
(01:59) Seed Investing In Coinbase In 2012
(05:30) 2026: The Year Crypto And TradFi Converge
(08:31) Tesla, Amazon & Why Value Capture Is A Myth
(11:12) You Can't Bet On Cash Cows Anymore
(13:45) Why Franklin Templeton Bought A Crypto Fund
(16:53) The Clarity Act Doesn't Need To Pass
(20:13) Lehman, COVID & The Craziest Days In Markets
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
