Understanding Crypto ‘Large Caps’ and How They Fit in Portfolios
Key Topics
Fundstrat’s Sean Farrell, Grayscale’s Krista Lynch, and Coindesk Indices’ Andy Baehr dive into Crypto large caps and what investors should watch now
This webinar explores:
-Why large-cap crypto assets now represent nearly 90% of the market.
-How investors can capture rotations beyond Bitcoin, like Ethereum’s breakout this year.
-The growing role of passive exposure in shaping crypto market structure.
-Why tokenization, on-chain yield, and collateral are set to define the next phase of adoption.
Panel of Speakers
Sean Farrell AC
Head of Digital Asset Strategy
Sean Farrell is the Head of Digital Asset Strategy at Fundstrat, where he leads the firm’s research on crypto markets and blockchain innovation. He is a frequent guest on Coinage and FinTech TV and other crypto-focused media outlets. Sean’s market insights and forecasts have been featured in major publications including MarketWatch, CoinDesk, Barron’s, and Yahoo Finance. Before joining Fundstrat, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate at Anvil Advisors. Sean holds a B.S. in Finance from Lehigh University.
Andrew Baehr, CFA, CAIA
Head of Product, CoinDesk Indices
Andy Baehr leads product development and distribution of digital asset indices and strategies at CoinDesk Indices, bringing twenty-five years of global markets and investment management experience. Prior to joining CoinDesk, Andy was a partner at Risk Premium Investments, an alternative asset manager serving institutional investors.
Krista Lynch
Senior Vice President on Grayscale's ETF team
Krista Lynch is a Senior Vice President on Grayscale’s ETF team, where she leads ETF Capital Markets. Krista works with Authorized Participants, ETF market makers, and digital asset liquidity providers to ensure healthy trading of Grayscale’s ETFs and to grow the ecosystem surrounding Grayscale’s products. Prior to joining Grayscale, Krista was a Vice President at BlackRock, where she managed daily primary market trading for iShares fixed income ETFs. Krista graduated from the University of Miami with a BSBA in Finance and Accounting.