Host John Gillen speaks with TAG Capital general partner Greg Viviverito about why crypto has entered a more selective market where fundamentals increasingly separate winners from losers. Viviverito explains how TAG combines a long-biased portfolio with a diversified short book, targeting strong projects with sound token design while betting against weak projects facing poor demand, insider supply, or unsustainable valuations.
The discussion examines why onchain finance remains TAG’s preferred area for long exposure, including Sky, Syrup, Hyperliquid, and Lighter. Viviverito also highlights Ethena, Ether.fi, and Grass as projects working to improve value accrual, transparency, and token economics—the traits he believes can move assets into the “good project, good token” category.
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