*New* Crypto Unstacked Trader's Edition
Deep Dive: DeFiance Capital | Separating DeFi FUD from Fundamentals ?

September 25, 2020

Deep Dive: DeFiance Capital | Separating DeFi FUD from Fundamentals ?
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Arthur Cheong, also known as Arthur_0x, is Founder and CIO of DeFiance Capital.


About the episode
Arthur Cheong, also known as Arthur_0x, is Founder and CIO of DeFiance Capital.

Topics unstacked

- DeFi FUD and fundamentals
- His valuation framework for assessing tokens
- DeFiance Capital’s portfolio allocation + investment approach
- DeFi as crypto's ultimate product market fit
+ more!

Timestamp
03:15 Story from the early Synthetix community
09:11 DeFi fundamentals
16:35 Effect of short-term volatility on long-term investment thesis
22:08 DeFi bull market vs ICO market craze
31:25 DeFiance Capital fund structure and portfolio allocation
39:16 Real utility of DeFi
49:42 Meaningful way VCs can support early crypto projects
51:21 Greatest risk Arthur’s taken in crypto
53:48 Arthur’s crypto Influences

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@Arthur_0x

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Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/

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