DeFiance - Arthur Cheong (Episode #21)

In this episode, Ben sits down with Arthur Cheong, Founding Partner of Singapore-based DeFiance Capital. Arthur is a DeFi OG with a track record of early home run bets in Synthetix, Aave, and DYDX. Arthur is now leading DeFiance as the firm executes on its liquid venture thesis. 

Let's get into it. 

Timestamps

1:43 What are things like in Singapore at the moment from a general business perspective?

3:45 What are the dynamics between Singapore and Hong Kong?

5:58 Are there lobbyists that are pushing the crypto agenda in Asia?

10:42 What is your background?

12:27 What were the early days of DeFi like?

15:35 Explain in your words DeFiance's liquid venture thesis?

17:48 What type of liquid assets are you looking for?

23:50 How does your strategy compare to an active trading strategy?

26:38 What does the one-to-n phase in DeFi looks like?

29:56 What categories need to have their zero-to-one moments?

31:42 Are you still investing in infrastructure?

35:11 What are your thoughts on real-world assets and crypto?

37:53 What are your thoughts on crypto and AI?

39:59 What risk management operations and procedures have you put in place?

47:46 How are you evaluating counterparties?

51:04 What is your most contrarian take within crypto?

53:50 What is your most contrarian take outside of crypto?

58:19 Where can people learn more about you?

Resources Mentioned

• Singapore’s Whampoa Group Plans to Set Up Digital Bank in Bahrain
• ⁠Where Crypto VC Goes From Here -- Regan Bozman⁠
• Liquid Venture Investing in Crypto -- Arthur0x
• The Myth of The Infrastructure Phase -- Union Square Ventures
• ZenGo: Crypto Wallet

Connect with the guest

Follow Arthur on Twitter https://twitter.com/Arthur_0x

Follow DeFiance on Twitter https://twitter.com/DeFianceCapital

DeFiance https://defiance.capital/

Disclaimer 

Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.