In this episode of The New Barbarians Podcast, we’re joined by Connor Farley, CEO of Truvius, to explore how systematic investing is evolving in digital assets—and why the future of tax alpha, portfolio construction, and risk premia may be on-chain.
We cover:
📊 Why tax-loss harvesting beats stock picking
🧬 The “AQR DNA” behind systematic crypto strategies
⚖️ Portfolio construction using real blockchain fundamentals
💥 DeFi, smart contracts, and the challenge of crypto sector classification
🎯 Why Bitcoin may now be outperforming Treasuries as a “soft haven”
Plus: The infamous AQR intern trauma story (yes, we teased it), and some insights from our producer Chris Rosa as he heads off to Galaxy Digital.
If you care about after-tax returns, quantitative edge, and the merging of TradFi + crypto, this is the episode for you.
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