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  withum.com/crypto.