Asset Management at GSR. Not investment advice. Personal views here only.
New York City
Joined January 2009
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Andy Baehr retweeted
Pulled two conversations out of the archives for The Crypto Tape.
I sat down with two of @GSR_io's leading minds earlier this year: Alex Taaffe, our US chief revenue officer, and Andy Baehr (@baehr), head of our asset management.
Alex covers why token launches have slowed, what a project needs before it launches a token, and why perps are one of crypto’s best inventions. Plus his playbook for selling in crypto.
Andy explains why volatility is a good thing, the signals he looks for in a proper rally, and why DeFi needs a proper fixed income market.
If you want to hear how top execs inside a trading firm are thinking about the market, listen.
Episode drops tomorrow.
Andy Baehr retweeted
Crypto just posted its strongest summer in nine years, with Bitcoin up 43% in Q3 and an even bigger rally in Ethereum and Solana.
Andy @Baehr of @GSR_io, Managing Director of Asset Management, on the signals pointing to health returning to the market. terminal.fintech.tv/fintecht…
Andy Baehr retweeted
Joining @RemyBlaireNews this morning:
- Andy @Baehr (@GSR_io)
- Michael Lohan (@IDAIRELAND)
- Matthew Tuttle (@TuttleCapital)
- Jeffrey Roach (@LPL Financial)
Live from the Big Board.
Q4 Kicks Off After Mega-Cap Q3 Rally, Fed Speakers on Deck, Micron Beats | Market Movers xitter.cf/i/broadcasts/1qxvveVZR…
Andy Baehr retweeted
24/7 trading needs 24/7 collateral.
@GSR_io’s Managing Director @baehr explains why tokenized Treasuries and money market funds could help keep collateral productive, enable weekend trading and reduce risk as markets move toward an always-on model.
@jennsanasie brings you this week’s Brand New Rails.
Heading in for a market update with @KristenScholer at @NYSE
Today on NYSE Live: H.E. Mr. Anutin Charnvirakul, Prime Minister of Thailand, and the Royal Thai Government (@thaigov1) ring the Opening Bell as UNGA week continues
@gilluria, @DADavidsonCo
@baehr, @GSR_io
@GabrielDalporto, @guitarcenter
Tune in 9AM ET. xitter.cf/i/broadcasts/1PJqrNkWg…
Andy Baehr retweeted
The SEC just granted tokenized stock venues a temporary exemption from being classified as an exchange, opening the door to 24/7 trading.
Andy @Baehr of @GSR_io tells @RemyBlaireNews it's a way to "test pilot" how tokenized equities actually behave before deciding on permanent rules.
Heading over to @FINTECHTVglobal to talk about this breaking news.
Andy Baehr retweeted
🚨 New episode of The Meridian: youtube.com/watch?v=ZRed11aE…
Fast money has an attention span. Slow money doesn't.
Andy @baehr of @GSR_io joins @ashgoblue to separate the two: why a flat summer ran alongside one of the steadiest institutional builds this market has had, what actually carries tokenized assets from ~$38B to a trillion, and why tokenized equities don't inherit the liquidity of the stocks they track.
This content is for informational purposes only and does not constitute investment advice. This content may contain forward-looking statements that involve risks and uncertainties; actual results may differ materially. Digital assets involve risk, including potential loss of principal. Learn more about Evernorth: evernorth.xyz/press-release-…
Andy Baehr retweeted
DeFi vaults have become "a discovery vehicle" for crypto investors this year.
Andy @Baehr of @GSR_io tells @RemyBlaireNews people who find them say, "this is attractive, I want to buy it," even as questions remain about US regulation and how they'll get distributed globally.
Andy Baehr retweeted
Joining @RemyBlaireNews this morning:
- Andy @Baehr, @GSR_io
- Marie Myers, @HPE
- @sonusvarghese, @CarsonGroupLLC
- @ambresoub, @KaikoData
- @EliBenSasson, @StarkWareLtd
Live from the Big Board.
xitter.cf/i/broadcasts/1oJMvNleY…
Andy Baehr retweeted
$ETH held its own and led this rally, even through a macro-led liquidation event last Wednesday.
Andy @Baehr of @GSR_io tells @JD_Durkin that makes it "an adoption led rally, growth led rally," backed by rising ETF inflows, higher funding rates, and stronger call buying, though DeFi rates staying low shows people still aren't borrowing to lever up.
Andy Baehr retweeted
Tokenized collateral — the near-term use case that isn't retail
"The idea of tokenizing easy short-term fixed income products for collateral is pretty much the easiest use case you can see."
@GSR_io MD of Asset Management @baehr, in full with @imyoungsparks at @SALTConference:
00:00 Introduction
00:22 Low-Volume Volatility
01:25 Tokenization Super Cycle
03:18 GSR's Build in Tokenized Markets
04:03 Prime Brokerage Fragmentation
05:56 Lending's Long Runway
Andy Baehr retweeted
At a White House gathering last Wednesday, Trump revealed the CFTC is actively working to bring Hyperliquid into the US in a fully compliant way.
Andy @Baehr of @GSR_io tells @RemyBlaireNews it was surprising to hear the president call out one platform by name, but he calls it "the shot in the arm that the industry needed," even as prediction market odds on Clarity passing "haven't shifted dramatically."
Andy Baehr retweeted
Bitcoin extending gains above $72,000, Ethereum back above $2,300 in NY AM trade. What’s behind the latest surge?
$BTC just had its best day since March, and $ETH posted a 20% move, with $SOL close behind.
Andy @Baehr of @GSR_io tells @RemyBlaireNews GSR's Core3 model has been deliberately overweight $ETH and $SOL for weeks on quantitative signals, and the rally "broke us out of the slumber" the market's been in for much of the summer.
Andy Baehr retweeted
THE BLOCK: GSR's Andy Baehr says tokenization remains a major crypto theme with clear institutional use cases, including tokenizing short-term fixed-income products for collateral. @SALTConference
