E308: The Future of LP Liquidity

Highlights:

• Yuval’s unconventional path from engineering to trading and entrepreneurship
• Citadel’s talent model and why technical skills scale faster than finance knowledge
• Building DRW’s ETF market-making desk from scratch
• How deep market structure knowledge creates asymmetric opportunities
• Early lessons from Bitcoin and crypto market infrastructure
• Why tokenization is really about financial rails, not hype
• The Canton Network and real-time settlement for capital markets
• Expanding asset utility beyond buy-and-hold investing
• Borrowing against assets vs. forced selling for liquidity
• Why inefficiency persists when it benefits incumbents
• Lessons on risk-taking early in one’s career

Guest Bio:

Yuval Rooz is the Co-Founder and CEO of Digital Asset, the company behind the Canton Network, a blockchain infrastructure designed for regulated capital markets. He began his career at Citadel before joining DRW, where he helped build its ETF trading and digital asset initiatives. Yuval brings deep expertise in market structure, trading, and financial infrastructure, with a focus on modernizing how assets are issued, traded, and settled across global markets.

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We’d like to thank AlphaSense for sponsoring this episode!

Sponsor:

AlphaSense is the AI-powered market intelligence platform trusted by 85% of the S&P 100, helping investment professionals make faster, more confident, data-driven decisions. Built for hedge funds, asset allocators, private venture capital firms, and investment bankers, AlphaSense uses advanced AI and powerful search across premium proprietary content to surface the insights that matter most—before the market moves. Elevate your research and stay ahead of the competition. Visit https://www.alpha-sense.com/howiinvest/ to learn more.

Stay Connected with David Weisburd:

X/Twitter: @dweisburd LinkedIn: https://www.linkedin.com/in/dweisburd/ Weisburd Capital: https://www.weisburdcapital.com/

Stay Connected with Yuval Rooz:

LinkedIn: https://www.linkedin.com/in/yuvalrooz/

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Disclaimer:

This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. Nothing in this episode should be interpreted as an offer to buy or sell any securities or to participate in any investment strategy. All opinions expressed by the host and guests are their own and do not represent the views of Weisburd Capital. Participants may hold positions or have financial interests in the companies, funds, or investments discussed. Any references to specific investments are for illustrative purposes only. Investing involves risk, including the potential loss of capital. Past performance is not indicative of future results, and any forward-looking statements are subject to risks and uncertainties. Any third-party data or opinions have not been independently verified. Listeners should conduct their own research and consult their own advisors before making any investment decisions.