How CMT forms research-driven theses

Aryan details his 'backing-in' approach: identify end use cases, spot missing infrastructure, then invest.

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Episode notes

This episode features Aryan Sheikhalian Head of Research of CMT Digital, who explains how crypto has evolved from a niche asset class into institutional-grade infrastructure. He emphasizes that the current market volatility reflects a transition phase where traditional finance and blockchain are merging, especially through tokenization and on-chain settlement. The conversation highlights how investment strategies have shifted over time—from access and infrastructure to real utility and institutional integration. Aryan ultimately argues that long-term opportunity lies in solving real-world problems with decentralized systems that are more efficient than centralized alternatives.

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Chapters

01:04 — Intro: CMT Digital and crypto’s evolution into a new asset class.

06:17 — Why market volatility is actually a time to double down.

09:34 — How top investors identify opportunities in crypto infrastructure.