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Weekly deep dives on the most important projects, investment theses and themes in crypto, for globally minded investors. 

Learn from developers and investors at the forefront of crypto from Asia, US, and beyond with investor and host Jason Choi (@mrjasonchoi). Not financial advice.

Jul 29, 2021

DeFiance Capital is one of the first hedge funds that champion "fundamentals investing" - focusing less on market structure and technical analysis, more on things such as protocol revenues and user growth when formulating their trades.

Founder Arthur Cheong (Arthur0x) joins me in discussing:

  • Finding conviction in bear markets
  • Finding valuation frameworks that matter in crypto
  • How Arthur identifies successful projects
  • Why DeFi is Arthur's primary focus

Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed.

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Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA Disclaimer: Jason Choi is a General Partner at Spartan Capital, a subsidiary of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidia