"Een tegoedbon van de Amerikaanse President voor AI en blockchain"

Summary

Lorenzo van der Struik, founder of Genie Capital, discusses the success of his Digital Future Fund, which focuses on emerging technologies like blockchain, cryptocurrency, and AI. With a 70% net return in 23 months, the fund is poised for continued growth, especially with the market's positive response to Trump’s presidential victory. Lorenzo explains his investment strategy, emphasizing the importance of early adoption in cutting-edge tech. He highlights opportunities in AI and blockchain and outlines the flexible structure of his fund. The interview also touches on the political impact of deregulation and Elon Musk's influence on the tech sector.

Takeaways

• 😀 Lorenzo van der Struik, from Genie Capital, talks about the success of their Digital Future Fund, which is currently up 70% in profit after 23 months.
• 😀 The fund has performed well, with a 1.2% gain last month, despite market uncertainty due to the US elections.
• 😀 The market showed volatility during the election period, with sectors like blockchain, crypto, and AI showing potential growth.
• 😀 The fund adjusted its liquidity to 20% in response to potential market risks and the unpredictable nature of the elections.
• 😀 Elon Musk's financial backing of Donald Trump has given Musk significant leverage in US politics, particularly in tech and AI industries.
• 😀 Trump’s presidency is expected to benefit crypto, with easier regulations on blockchain and artificial intelligence.
• 😀 There is a shift in US policy to encourage innovation in technology, which is anticipated to create big opportunities for AI and tech companies.
• 😀 The Digital Future Fund attracts entrepreneurs and individuals eager to invest in emerging technologies such as AI, blockchain, and digital currencies.
• 😀 The fund is designed to be flexible, with investors able to enter and exit on a monthly basis, starting with a minimum investment of €100 per fund.
• 😀 The fund operates transparently, with a third-party custodian, IQ EQ, overseeing all investments and ensuring compliance with agreements.
• 😀 The expected market trends are driven by tech growth, with particular optimism surrounding Bitcoin, AI companies, and tech-driven industries under Trump’s presidency.

Q & A

What was the first fund that Lorenzo van der Struik started, and how is it performing?

Lorenzo van der Struik started the Digital Future Fund two years ago, and it is performing well, with a current return of over 70% net profit after 23 months. Last month, the fund saw a 1.2% increase.

What impact did the US elections have on the market according to Lorenzo?

The markets were very focused on the US elections, with uncertainty about the outcome influencing the behavior of sectors like blockchain, crypto, and artificial intelligence. After Trump's win, Bitcoin and AI stocks saw significant growth.

How did the election result influence the performance of Bitcoin and AI stocks?

After Trump’s victory in the elections, Bitcoin's price surged above $6,000, marking a new high. Stocks related to Artificial Intelligence and chipmakers also performed well.

Why did Lorenzo choose to hold more cash after the election results?

Lorenzo decided to hold more cash to be prepared for market fluctuations after the election. He was cautious because no one could predict the outcome with certainty, and keeping cash allowed flexibility in responding to market movements.

What is Lorenzo’s perspective on Elon Musk’s influence in the political and business environment?

Lorenzo views Elon Musk's influence as highly significant. Musk has invested heavily in Trump's campaign and, as a result, holds substantial leverage with the future US president. Musk’s involvement in major industries like AI and electric cars gives him considerable power in shaping technological trends.

How does Lorenzo view the future of cryptocurrency and AI under a Trump presidency?

Lorenzo believes that under Trump, the regulations around cryptocurrencies and Artificial Intelligence will become more favorable. He expects Trump to ease regulations, which will benefit sectors like blockchain and AI and encourage further investments in these industries.

What role do investors play in the success of Lorenzo’s fund?

Investors in Lorenzo’s fund are typically entrepreneurs or individuals interested in emerging technologies like blockchain and AI. These investors are looking for high returns and are willing to invest in these cutting-edge sectors.

How much do investors need to start with to participate in Lorenzo’s fund?

Investors can start with as little as €100 per fund. The investment is processed through an account with ABN and is managed by the fund’s custodian, IQ EQ, which ensures transparency and security.

What are the management and performance fees for Lorenzo’s fund?

The fund charges an 18% performance fee, which is only applied to profits made. The management fee is not 18%, and investors do not pay fees unless they earn returns above their original investment (High Water Mark system).

What is the importance of regulation for the AI industry, and how does Lorenzo anticipate changes under Trump?

Lorenzo believes that the current regulations around AI, particularly those implemented under the Biden administration, will be relaxed under Trump. This would make it easier for businesses in the AI sector to innovate and lower operational costs, which could attract more investment into the US tech industry.