Arthur0x from DeFiance Capital (EP6)
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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 Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ HFAResearch Twitter: https://twitter.com/HFAresearch Crypto Market Wizards Podcast: https://twitter.com/CryptoMarketWiz Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://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 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
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Published 10/21/24