Name: What does the future of investing in digital assets look like?
Uploaded: 2024-11-12T13:36:48.604Z
Duration: 363.92

Ayesha Kiani_1.mp4

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Ayesha Kiani.vtt

ENGLISH

{{00:00:05}}
Ayesha, thank you so much for
joining us here at Superinvestor.

{{00:00:07}}
Thank you for having me.

{{00:00:09}}
Interesting times for your industry.

{{00:00:11}}
Yeah.

{{00:00:11}}
Geopolitically, new president.

{{00:00:14}}
So what's this industry doing to build
resilience and find those perhaps

{{00:00:18}}
new innovative ways forward now?

{{00:00:20}}
Sure.

{{00:00:21}}
I'm in the digital assets space,
which basically means that my

{{00:00:25}}
fund trades cryptocurrency.

{{00:00:27}}
And, What we've been trying to do
is basically ask for regulation for

{{00:00:34}}
past about 80 years at this point.

{{00:00:37}}
But given how the industry has
grown significantly in past four

{{00:00:42}}
years alone, we were looking for an
administration who would look into

{{00:00:48}}
us, accept us, basically come up
with some forward facing guidelines.

{{00:00:53}}
And I think that this is what was,
the last topic for the vote for a

{{00:01:02}}
lot of my peers in, the industry.

{{00:01:05}}
And yeah, so we're like hoping for
more regulation because America

{{00:01:11}}
at the end of the day is called
land of innovation, which it is.

{{00:01:15}}
And with clear guidelines, with
clear regulation, we know what

{{00:01:20}}
we would strive for, right?

{{00:01:22}}
Instead of like just moving offshores
or moving our shops elsewhere.

{{00:01:28}}
And do you think that's
what LPs are looking for?

{{00:01:30}}
Those kind of clear boundaries
around things as well?

{{00:01:32}}
Absolutely.

{{00:01:33}}
Yes.

{{00:01:34}}
And I've been attending super
investor events since last year.

{{00:01:39}}
And even the temperament and the
discussions here have also changed

{{00:01:45}}
that look, we're very interested
in investing in your space,

{{00:01:49}}
but we want to know like how U.

{{00:01:52}}
S.

{{00:01:52}}
supports this, right?

{{00:01:53}}
Because we're based out of we're
currently a Cayman based fund, but

{{00:01:58}}
some of the team members are in the U.

{{00:02:00}}
S.

{{00:02:00}}
So they say that, look
few of you are in the U.

{{00:02:03}}
S.

{{00:02:03}}
We need to know the clear
guidelines, is our investor

{{00:02:07}}
capital protected, which it is.

{{00:02:10}}
But is it approved by SEC?

{{00:02:13}}
Is it approved by CFTC?

{{00:02:15}}
All of your business operations
are regulated, which they are.

{{00:02:19}}
But now I think we'll probably
have a bit more clearer path.

{{00:02:23}}
So in order to reassure those clients,
what are you currently doing and what

{{00:02:27}}
do you see yourselves doing going
forward with the new environment to,

{{00:02:30}}
to make sure you're providing that?

{{00:02:33}}
I don't know, sense of security for
them and also the opportunity set.

{{00:02:39}}
We've been doing this for a while.

{{00:02:41}}
We've been in the fund space for
about 80 years at this point, and

{{00:02:46}}
we are institutionally backed.

{{00:02:48}}
So how things change for us is that
we are already a commodity pool, and

{{00:02:54}}
we have the right to Registrations
that we need in order to operate.

{{00:02:59}}
What happens is like down the lane
SEC probably will come up with

{{00:03:03}}
clearer guidelines how certain
tokens are securities or Certain

{{00:03:07}}
tokens are not securities, right?

{{00:03:09}}
Or maybe they don't need to
fall in the 1933 Act, right?

{{00:03:13}}
We come up with SEC comes up with new
guidelines and saying that look these guys

{{00:03:18}}
are separate Let's do it separately ETH
and the family like separate to like your

{{00:03:22}}
traditional securities and utility tokens.

{{00:03:26}}
I think we'll probably need
a lot more clarity there.

{{00:03:31}}
Exchanges, all of these
markets are offshore.

{{00:03:35}}
They need some sort of clear
guidelines to have more U.

{{00:03:38}}
S.

{{00:03:38}}
retail.

{{00:03:39}}
Right now we do have Coinbase, to have
even institutions involved, right?

{{00:03:46}}
We need markets that
are thoroughly liquid.

{{00:03:48}}
And those markets exist
overseas currently.

{{00:03:51}}
And do you expect to see those
developments realistically

{{00:03:54}}
in the short term?

{{00:03:55}}
Or do you expect there to be some
resistance to those new innovative

{{00:04:00}}
ways forward of investing?

{{00:04:02}}
I think it's going to change now.

{{00:04:06}}


{{00:04:07}}
noise.

{{00:04:07}}
There's been a lot of lobbying on
the entire digital assets ecosystem.

{{00:04:13}}
So Slowly, but surely, yes,
I think our ecosystem is like

{{00:04:19}}
up for a change at this point.

{{00:04:21}}
And what key conversations are you
having here at Superinvestor around that?

{{00:04:24}}
What are people wanting to hear from you?

{{00:04:27}}
What's always interesting is that I
see very traditional PE funds or very

{{00:04:33}}
traditional venture backed funds, and they
say, look, we're very interested in you.

{{00:04:38}}
We're very interested in ETH and
we've been looking at it for past a

{{00:04:42}}
year and a half or two years or so.

{{00:04:43}}
So first of all, yay for super
investor to have you join in.

{{00:04:48}}
And the second thing is always
we need more education, right?

{{00:04:53}}
And that's why like panels, talks,
things like that always help.

{{00:04:59}}
Presence obviously always helps.

{{00:05:02}}
But I have met some amazing
people in my past one year of like

{{00:05:07}}
attending the Super Investor Series.

{{00:05:10}}
And what do you hope they take away
from listening to you speak and perhaps

{{00:05:13}}
having conversations with you this week?

{{00:05:15}}
So my question and my discussion of
the topic is always that how will

{{00:05:20}}
the alternative investment, right?

{{00:05:22}}
And like yesterday, this was also
part of my panel that look every asset

{{00:05:27}}
allocator out there should be allocating.

{{00:05:30}}
a tiny teeny portion to
digital assets, right?

{{00:05:32}}
Like one to two percent
is more than enough.

{{00:05:35}}
Now, is it that they're buying
Bitcoin and ETH directly?

{{00:05:38}}
That's up to them or they're investing
in funds like us, but giving them

{{00:05:42}}
the option that all of the options
that exist for them out there.

{{00:05:46}}
And you'd be surprised how little
information exists on such opportunities.

{{00:05:51}}
So you're out there spreading the message.

{{00:05:53}}
Yes that's, what I do.

{{00:05:55}}
Thank you very much for
sharing it with me today.

{{00:05:56}}
Great to talk to you.

{{00:05:57}}
Thank you.

{{00:05:58}}
Thank you for having me.

Ayesha, thank you so much for
joining us here at Superinvestor.

So what's this industry doing to build
resilience and find those perhaps

I'm in the digital assets space,
which basically means that my

And, What we've been trying to do
is basically ask for regulation for

But given how the industry has
grown significantly in past four

years alone, we were looking for an
administration who would look into

us, accept us, basically come up
with some forward facing guidelines.

And I think that this is what was,
the last topic for the vote for a

And yeah, so we're like hoping for
more regulation because America

at the end of the day is called
land of innovation, which it is.

And with clear guidelines, with
clear regulation, we know what

Instead of like just moving offshores
or moving our shops elsewhere.

And do you think that's
what LPs are looking for?

Those kind of clear boundaries
around things as well?

And I've been attending super
investor events since last year.

And even the temperament and the
discussions here have also changed

that look, we're very interested
in investing in your space,

Because we're based out of we're
currently a Cayman based fund, but

So they say that, look
few of you are in the U.

We need to know the clear
guidelines, is our investor

All of your business operations
are regulated, which they are.

But now I think we'll probably
have a bit more clearer path.

So in order to reassure those clients,
what are you currently doing and what

do you see yourselves doing going
forward with the new environment to,

I don't know, sense of security for
them and also the opportunity set.

We've been in the fund space for
about 80 years at this point, and

So how things change for us is that
we are already a commodity pool, and

we have the right to Registrations
that we need in order to operate.

What happens is like down the lane
SEC probably will come up with

clearer guidelines how certain
tokens are securities or Certain

Or maybe they don't need to
fall in the 1933 Act, right?

We come up with SEC comes up with new
guidelines and saying that look these guys

are separate Let's do it separately ETH
and the family like separate to like your

traditional securities and utility tokens.

I think we'll probably need
a lot more clarity there.

Exchanges, all of these
markets are offshore.

They need some sort of clear
guidelines to have more U.

Right now we do have Coinbase, to have
even institutions involved, right?

We need markets that
are thoroughly liquid.

And those markets exist
overseas currently.

And do you expect to see those
developments realistically

Or do you expect there to be some
resistance to those new innovative

There's been a lot of lobbying on
the entire digital assets ecosystem.

So Slowly, but surely, yes,
I think our ecosystem is like

And what key conversations are you
having here at Superinvestor around that?

What are people wanting to hear from you?

What's always interesting is that I
see very traditional PE funds or very

traditional venture backed funds, and they
say, look, we're very interested in you.

We're very interested in ETH and
we've been looking at it for past a

So first of all, yay for super
investor to have you join in.

And the second thing is always
we need more education, right?

And that's why like panels, talks,
things like that always help.

But I have met some amazing
people in my past one year of like

And what do you hope they take away
from listening to you speak and perhaps

So my question and my discussion of
the topic is always that how will

And like yesterday, this was also
part of my panel that look every asset

allocator out there should be allocating.

a tiny teeny portion to
digital assets, right?

Like one to two percent
is more than enough.

Now, is it that they're buying
Bitcoin and ETH directly?

That's up to them or they're investing
in funds like us, but giving them

the option that all of the options
that exist for them out there.