Liquid Crypto Venture Investing w/ Arthur0x

Episode 6 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Arthur0x from DeFiance Capital talking about the opportunities he sees in the liquid crypto markets. He believes that there is a dislocation of capital allocation in crypto, which present these opportunities.
Arthur's Twitter: / arthur_0x
Premium Discord: whop.com/humble-farmer-army
Free Newsletter: hfaresearch.substack.com/
HFAResearch Twitter: / hfaresearch
Crypto Market Wizards Podcast: / cryptomarketwiz
Taiki's Twitter: / taikimaeda2
Free Telegram: t.me/+3LgpNxIgJ4IzY2Fh
My mission is to create high-quality, digestible (ad-free) content that helps separate signal from noise for DeFi/NFT enthusiasts. I do not run KZbin ads, participate in seed investments, nor do paid promotions. Not Financial Advice.
Timestamps:
0:00 State of the Market
2:55 Who is Arthur0x?
5:20 Advantages of Liquid Crypto Markets
10:11 Fundamentals vs Narratives
13:28 Characteristics of "Home Run Trades"
17:40 Decentralized Derivatives
19:34 dYdX & Unlock Events
23:48 Arthur's Big Bets
26:10 Thinking about L1's and L2's
31:11 Gaming
35:58 Atom & Osmosis thesis
40:08 Common Traits of Success Traders
45:07 Lessons from Arthur0x
52:55 The Next Bull Market
The goal of this channel is to think about crypto in a different way. Contrary to popular belief, crypto doesn't have to be, "Buy and hope it goes up." Through DeFi, there are so many ways to earn high & safe yields on your assets, which is a total game changer in terms of portfolio construction.
Yield farming is not a "get rich quick scheme," but rather a "slow grind to more wealth" strategy. And I argue that USING DeFi is the best way to LEARN DeFi, which will present natural alpha for you in the future. I am not an ecosystem maxi, but a yield maxi. If an ecosystem presents a good risk-adjusted yield, I will be there. Subscribe to follow my journey!
#Yield #Farming #Farms #Farm

[@thehumblefarmer]

Thanks for watching until the end! If you want more content, please check out: Free Newsletter: hfaresearch.substack.com/ Free Telegram: t.me/+3LgpNxIgJ4IzY2Fh Premium Discord: whop.com/humble-farmer-army

[@LettyBro26]

Taiki is the most underrated crypto KZbinr. Thanks for the great content.

[@LightningShiva1]

Man this was soo much better than cats interview. Learning how funds try to evaluate and staying calm and composed through the gains.. work-life integration!

[@LV_crypto]

Thanks for the podcast❤ great

[@cryptomaximalist5884]

Fantastic interview, Taiki. One of your best one yet!

[@_Beetcoin_]

Another awesome interview. Keep 'em coming! Thank you so much, Taiki.

[@steviechang]

Those diamond fists at the end... Great touch! Awesome Taiki!

[@putainparker]

Very nice insights!

[@johnjohnny285]

awesome, thank you!

[@TiffTiff67]

Love the guests you’re getting on here Taiki. Great stuff ser

[@diencai1812]

Awesome interview and insight ❤️❤️❤️

[@WBlake01]

Interesting interview, methinks Arthur0x thoughtful and true :)

[@rutkettu]

This guy is a real G

[@trading8]

16:35 DeFi. identifying trends early. Certain subcategories, e.g. DeFi derivative trading. 18:55 DYDX 21:40 DYDX more. Unlock event is overrated. DyDx is market leader. GMX, SMX are different models. (But he invested on those too.) 23:55 Why DeFi derivatives trading... 23:00 L1s, L2s. They own some too. L2, Polygon... And some Eth, some gaming... 28:05 Polygon VS Arbitrum and Optimism. He prefers zk rollups. Optimistic rollups have no fraud protection. And takes a week to withdraw unless you use a bridge.

[@MsMrshanks]

Great pod, wise men you two 😊

[@Phildo530]

Osmosis is A liquidity hub on cosmos. It encompasses the most Cosmos assets. But with recent developments Terra and Kujira are serious players now. Terra boasting the best liquidity on majors in the cosmos since their recent liquidity deployment. Interesting times!

[@glennakiN69]

Injective has been printing for me for months now :) COSMOS too stronk

[@longfield8978]

dydx has centralized order book, it has to be regulated as security, couldn't agree it is part of DeFi

[@Astrow389]

What does Arthur think about funding anti state and flawed tech leading to billions in hacks… long term where does that lead? What if there’s severe state or populist backlash? Actions and financing can have consequences

[@BneiDegenz]

What was the article Arthur mentions 14:20

[@benjamin_davis]

"The Narrative Wedge" by Joel John

[@BneiDegenz]

Thanks! @@benjamin_davis

[@SWidd-dq2yu]

Taiki is slowly turning into that asian in Batman Joker meeting with the gangster. WE WILL MAKE HIM SQUIEL!

[@stuartreed37]

Polygon currently overlooked? I agree because of their long term tech investments + top tier BD combo.

[@G4RR3TTJ]

BD?

[@Astrow389]

lol no it is not

[@SWidd-dq2yu]

Canto not moving brah 😢

[@mindofmikedre]

RWA narrative is not strong enough especially with the market turning more bullish.

[@G4RR3TTJ]

Best to buy on down days

[@JoshStall]

The world doesn't need blockchain supported gaming. What a terrible narrative.

[@tokenjokin6178]

LFG. FARMERS ARE FARMING AGAIN.