Scenius Studio (Episode #21)
Arthur Cheong -- DeFiance
Scenius: The intelligence and the intuition of a whole cultural scene. The communal form of the concept of genius.
Welcome to the Scenius Studio
As a crypto-dedicated Fund-of-Funds Manager at Scenius Capital, host, Ben Jacobs has the unique opportunity to speak daily with the brightest investors in the blockchain space. In Scenius Studio, Ben chats with crypto Hedge Fund Managers and Venture Capitalists in wide-ranging, evergreen, and alpha-focused conversations.
In each episode of Scenius Studio, Ben dives deep with these talented professionals to understand what drove them to crypto, and how they approach the complex craft of investing in the wild west of digital assets and blockchain technology. We are excited to share these discussions publicly through this podcast.
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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.
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In this episode we discuss:
Competition between Singapore and Hong Kong for crypto business
Allocator sentiment towards crypto in Asia
The reasoning behind DeFiance’s liquid venture thesis
Undervalued tokens and finding live tokens with high, yet undiscovered potential
The “one-to-n” phase of DeFi
How the DeFiance team manages different risk vectors: markets, operational security (OpSec), and counterparties
Arthur’s spiciest takes 🌶
Resources Mentioned
Singapore’s Whampoa Group Plans to Set Up Digital Bank in Bahrain
The Myth of The Infrastructure Phase -- Union Square Ventures
We hope you enjoy listening to this conversation with Arthur. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪