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On The Brink with Castle Island

Oct 11, 2021

Mark Coe, the founder and CIO of Intrinsic Edge Capital Management joins the show. In this episode we discuss:

  • Mark’s professional career and path to founding Intrinsic
  • How he came to see blockchain/crypto as an investable category
  • His personal journey on understanding the various blockchain thesis areas
  • How he thinks about the taxonomy of publicly traded companies in the blockchain space
  • How Intrinsic thinks about their research and investment process for long/short equity investing
  • The comparisons of blockchain technology to the early days of the internet

Sponsor notes 

  • This episode is brought to you by Withum, a top 25 accounting firm with a cutting-edge Digital Currency and Blockchain Technology practice. To learn more, visit