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
Finding Conviction in a Crypto Bear Market - Arthur Cheong, DeFiance Capital, Ep. 156