AI can analyze market data, test strategies, and produce investment analysis at a speed once available only to larger teams. As these capabilities become widely accessible, what still creates an edge for an asset manager?
In this episode we speak with Matthew Snider, CEO and co-founder of Block3 Strategy Group, about how AI is changing investment analysis and what that could mean for asset managers, advisors, and their clients.
We discuss how digital-asset investing is moving toward revenue and fundamental analysis, why tokenization alone does not create value or liquidity, and how AI could affect both public-market competition and the discovery of private-market opportunities. The conversation also covers institutional custody, portfolio construction, client suitability, and what happens to the asset-management business as more analysis and operational work becomes automated.
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Matthew Snider LinkedIn: https://www.linkedin.com/in/matthewsniderj/
Matthew Snider X: https://x.com/bit_finance_
Block3 Strategy Group: Alea Research: https://www.block3strategy.io/
Alea Research X: https://x.com/AleaResearch
Spotify:
Apple:
Alenka X: https://x.com/alenka_on_x
Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/
Kaisa X: https://x.com/kaisakaisa_
Kaisa LinkedIn: https://www.linkedin.com/in/kaisa-k-4aa212194/
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DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.
CHAPTERS
00:00 Introduction
01:10 Who is Matthew Snider?
02:25 How digital-asset investing is changing
06:34 What qualifies as a digital asset?
08:47 How institutions access digital assets
13:46 Why the investment type comes before the token
15:39 How AI is being used in asset management
18:48 What's the moat for asset managers
21:23 How AI could affect private markets
26:23 Building digital-asset portfolios for clients
33:59 What happens to the asset manager’s role?