I’ve been writing investment commentary for nearly a decade now.  My previous site, www.riskoverreward.com started as an email list in 2008 to warn friends and family of the impending financial crisis and then became a general investment blog with the help of value investor Arun Rao.  Recently, the blog became more and more focused on cryptocurrency and I felt guilty for inundating my readers with such a narrow strain of commentary.  If you’re here, it means you *want* to read about cryptocurrency.

I’m not an engineer, nor a cryptographer.  What can I contribute to the crypto space?  I work as a portfolio manager for a $7.5 billion endowment and spent most of my career as a professional derivatives trader. While the crypto space has plenty of brilliant programmers, there aren’t many people who bring the perspective of a professional investor to the space.

The primary purpose of this blog is to provide insights that will contribute to profitable investments in the cryptocurrency space.  These investments will include venture capital style investments in the equity of crypto companies, shorter term trades of publicly listed tokens, and purchases of initial coin offerings (ICOs).

The secondary purpose of this blog is networking.  Cryptocurrencies represent a fascinating intersection of cryptography, game theory, computer science, economics, technical trading, and even marketing.  I’m only an expert in two of those things, and so I rely heavily on the expertise of engineers and cryptographers.  Even in the areas in which I can call myself an expert, I’ve learned the usefulness of leveraging other investors’ research, analysis, and information flows to improve my own decision making.  So please, reach out!  Use the “Contact” page to introduce yourself and let’s dive deeper.

The third purpose of this blog is to falsify my own ideas.  I love nothing more than when someone says, “bullshit!” and explains why I’ve ignored some important aspect of an investment thesis.  My current understanding of the crypto space is the result of many such cries of “bullshit!”, and I ask you readers to let me know when you disagree with my logic or even when you dispute basic facts.

Welcome, and let’s dive in.


About Ari Paul

Ari Paul is co-founder and CIO of BlockTower Capital. He was previously a portfolio manager for the University of Chicago's $8 billion endowment, and a derivatives market maker and proprietary trader for Susquehanna International Group (SIG). Ari earned a BA in political science from the University of Pennsylvania, and an MBA from the University of Chicago with concentrations in economics, entrepreneurship, strategic management, and econometrics & statistics. Ari is a CFA charterholder.
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5 Responses to Welcome!

  1. Looking forward to educating myself on cryptocurrency. I am an Engineer with Comp Science background and some fundamental knowledge of Cryptography and some understanding of Finance and Economics. It is very exciting to learn this novel concept.

    Liked by 2 people

  2. raydurbin says:

    Hello, I am a software engineer who has been bitten by the crypto bug. I started mining a few years ago as a way to learn more and get some skin in the game. I enjoyed watching all the scam coins come and go and learning what it takes to make a coin really succeed. I even mined some “Darkcoin” and made a “fortune” selling those for $.40 each. I have had limited success trading crypto. I usually sell too early and then struggle to regain an entry point. This seems a good space to buy and hold, but nice to take some gains and reinvest in up and coming coins.
    Definitely interested in learning from someone with your experience.


  3. scott fello says:

    Want to learn and invest but am more interested in block chain tech. co.’s..What co.’s will be the big players in offering block chain solutions for different industries?


  4. jyothish says:

    You probably saw how Bitcoin increased over 900% over the course of last year.
    It was wild but not totally unprecedented if you’d been watching crypto currency over the last several years.
    And here’s the crazy thing:
    There are many other coins that still have tons of room to grow.
    You may have heard of Ethereum, Litecoin, Ripple, and others but there are more coins and many more opportunities –
    Follow the link below to get the full story.


  5. suresh says:

    Are you thinking about investing in Bitcoin?
    Then you need to read the information contained in this report.
    There is a paradigm shift coming that is going to make Bitcoin look like old news.
    Something so new and transformative that it may revolutionize the global economy.
    Yes, Bitcoin is STILL an incredible opportunity.
    But it’s just the beginning.
    These new coins could deliver even bigger gains and profit.
    Follow the link below to learn how.


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