73 - Building a $500M DeFi Fund | Arthur0x
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 12 July 2021
⏱️ 92 minutes
🧾️ Download transcript
Summary
Arthur_0x is a massively successful investor in DeFi, and leads DeFiance Capital. His story is fascinating, as are his takes on the ecosystem and the crypto space from a global perspective.
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Topics Covered:
0:00 Intro
6:00 Arthur 0x
12:55 The Secret Ingredient?
19:30 Show Up and Do Something
26:00 An Investing Thesis
33:48 Fundamentals Win
38:05 Token Value Capture
46:40 How to Evaluate
50:18 Undervalued Projects
56:35 The AMM Competition
1:00:13 ETH Killers
1:05:43 Layer 2 Scaling
1:14:00 A Global Perspective
1:20:13 Culture and Language
1:24:05 China BTC Mining
1:29:30 What Arthur’s Excited About
1:33:58 Closing & Disclaimers
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Resources:
Arthur on Twitter
https://twitter.com/Arthur_0x?s=20
DeFiance Capital
https://www.defiance.capital/
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
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https://newsletter.banklesshq.com/p/bankless-disclosures
Transcript
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| 0:00.0 | Welcome to Bankless, where we explore the frontier of internet money and internet finance. |
| 0:18.8 | This is how to get started, how to get better, and how to front-run the opportunity. |
| 0:23.6 | I'm Ryan Sean Adams, I'm here at David Hoffman and we are here to help you become more |
| 0:28.8 | bankless. David, what an episode. Arthur 0x, what should we cover today? |
| 0:34.6 | We covered a little bit of everything and we started off with the story of how Arthur 0x and |
| 0:39.7 | the finance capital came to be and it's already one of my favorite stories in D5, favorite stories |
| 0:45.2 | in Ethereum and it's something that I feel really passionate about is that if you are coming into |
| 0:50.0 | the space and you see things and you notice things and you start to execute on the things that you |
| 0:57.4 | noticed, you too, just like Arthur 0x might be able to turn $100,000 into $100,000,000 plus fund. |
| 1:05.0 | Like that option and that choice is available to you if you have the grit and the patience and |
| 1:11.2 | the foresight to be able to see the things that Arthur 0x saw and why he was able to turn |
| 1:16.4 | the finance capital into the gargantuan that it is in this space. We covered much more than that |
| 1:21.9 | and so I'll leave that to you Ryan to explain to the listeners but that was my favorite part. |
| 1:26.4 | You're going to give that back to me. It was my favorite part. The story is amazing. |
| 1:31.1 | Six figures to nine figures and the thing I would add to that is you also have the grit to stick |
| 1:37.2 | with this during a bear market. I think that's key. If you're looking for that 50x, 100x type of |
| 1:44.6 | return, you have to believe in something when no one else does. Right? Right now we're in a hot |
| 1:51.6 | ish, warm ish, bull market. It was not that way in 2018 when Arthur was growing up in DeFi and |
| 2:00.3 | when he was investing in things, no one else was touching. These tokens were like everyone hated |
| 2:05.6 | tokens at the time. Tokens were out. Tokens were totally out. Anyway, we covered that. That story |
| 2:10.4 | is amazing. We talked about the finance capital as focused on fundamentals which is really |
| 2:14.9 | cool to hear. Not just narratives, not sentiment but actual fundamentals of tokens and ignore |
... |
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