When Shift Happens

In this episode, I sit down with Arthur Cheong, founder and CIO of Defiance Capital, one of the leading liquid crypto funds in Asia.

With his unique perspective on market cycles and investment strategy, Arthur shares invaluable insights about making it in crypto without relying on luck.
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PARTNERS

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FOLLOW ARTHUR CHEONG
• Twitter: https://x.com/Arthur_0x
• Website: https://defiance.capital/

FOLLOW KEVIN & WHEN SHIFT HAPPENS👇

Twitter (X): https://x.com/KevinWSHPod
Instagram: https://www.instagram.com/kevinwshpod/
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Linkedin: https://www.linkedin.com/in/kevinfollonier/

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DISCLAIMER
The info contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speakers who are not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speakers do not guarantee any particular outcome.

#entrepreneurship #Crypto #news

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0:00 Trailer
1:31 Please Subscribe
1:53 Our Valued Sponsors
2:33 Private Islands and Market Dreams
4:28 Stability vs. Risk in Crypto
7:03 What Defines a Top Firm?
8:00 Trezor Partnership
8:53 Outperforming Bitcoin
14:24 Why Beating Bitcoin Is Harder
16:11 Why Consensus Rarely Works
18:39 Measuring Crypto Fund Performance
24:01 Extreme Risk Tolerance
25:15 Staying Strong During Crypto Cycles
26:51 Value Propositions for Market Resilience
30:03 How to Survive Crypto Investing
30:24 Solana Long-Term?
33:10 Next Level for Solana?
34:57 Denominating Funds in Dollar
35:28 Views Ethereum and ETH
39:53 Why Solana Is Winning Over Ethereum
45:16 Bullish on BASE
47:30 Top Crypto Distribution Channels
49:39 Aerodrome: The Key to BASE’s Success
51:18 Layer One Portfolio Strategy in Crypto
52:52 Layer One Bets: SOL, NEAR, and SUI
54:54 The DeFi Bullish Bet
55:47 DeFi: Market vs Narrative
59:04 Why We Bet on HyperLiquid
1:07:02 Ethena: High Launch Valuation
1:10:44 Why Crypto AI is a Must Play
1:13:44 Playing the AI Narrative
1:15:14 AIXBT: Breaking Through in Crypto
1:17:20 Mental Flexibility Importance
1:18:31 Elon Musk's Trillion-Dollar Empire
1:21:09 What is GRASS?
1:23:54 Key Elements of Conviction Plays
1:28:24 Social Media vs. Building in Crypto
1:30:31 Political Influence on Crypto
1:34:40 Golden Age of Crypto
1:35:27 The Impossible Scenario: Crypto Wins
1:41:53 Crypto Cycles: Navigating the Golden Years
1:45:43 Bitcoin ETF
1:46:28 Breaking the 4-Year Cycle
1:48:16 Don’t Borrow Conviction
1:53:29 Filtering Signal from Noise
1:56:37 Prediction for the Next 6 Months