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Su Zhu and Kyle Davies are the founders of the crypto asset hedge fund Three Arrows Capital.
They told the Bankless podcast about how they rebalanced to ether after being overweight bitcoin.
They also shared how ether could overtake bitcoin and go over $25,000 in the short- to medium-term.
Bitcoiners love to buy and hold so much that HODL hold on for dear life has effectively become an investing strategy for many crypto investors.
For the crypto asset hedge fund Three Arrows Capital though, being aware of short-term narratives while sticking to a long-term thesis has differentiated them from the increasingly competitive space.