The Gwart Show | Blockspace Media A Return To Fundamentals w/ Dean Eigenmann
Mar 1, 2026
Dean Eigenmann, co-founder of Markets Inc and former MEV trader, explains his pivot to liquid-focused crypto investing. He discusses token frameworks, when buybacks work, why venture overhang removed marginal buyers, and how stablecoins and real-time trade finance reshape on-chain markets. Short, sharp takes on which sectors to avoid and what durable projects look like.
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Use Constructive Activism To Improve Projects
- Work with founders and use governance tools before hostile tactics; prefer constructive activism over shorting.
- Dean outlines hands-on support: governance proposals, tokenomics redesign, and direct founder engagement to align incentives.
Stablecoins Unlock Real-Time Trade Finance Opportunities
- Real-time trade finance is a crypto-native market unlocked by stablecoins and on-chain data; it solves cross-border liquidity timing problems banks can't efficiently handle.
- Dean gives the example of a Mexican manufacturer stuck funding inventory in transit that on-chain financing could instantly liquidate.
Start With Tokens But Plan To Expand To Equity
- In the flagship fund focus on tokens first but plan to include equity long-term as finance moves on-chain.
- Dean expects the line between tokens and equity to blur, enabling borrowing and liquidity around token-held value.