Description
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: https://twitter.com/Arthur_0x
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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 YouTube 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