73 - Building a $500M DeFi Fund | Arthur0x

<p>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.</p> <p>GET THIS EPISODE'S EXCLUSIVE DEBRIEF:<br /> <a href= "https://shows.banklesshq.com/p/exclusive-debrief-building-a-500m">https://shows.banklesshq.com/p/exclusive-debrief-building-a-500m</a> </p> <p>------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/">https://newsletter.banklesshq.com/</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> <br /> 🎖 CLAIM YOUR BADGE: <a href= "https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge"> https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge</a> <br /> ------<br /> BANKLESS SPONSOR TOOLS:</p> <p>💰 GEMINI | FIAT & CRYPTO EXCHANGE<br /> <a href= "https://bankless.cc/go-gemini">https://bankless.cc/go-gemini</a> </p> <p>🔀 BALANCER | EXCHANGE & POOL ASSETS<br /> <a href= "https://bankless.cc/balancer">https://bankless.cc/balancer</a> </p> <p>👻 AAVE | LEND & BORROW ASSETS<br /> <a href= "https://bankless.cc/aave">https://bankless.cc/aave</a> </p> <p>🦄 UNISWAP | DECENTRALIZED FUNDING<br /> <a href= "http://bankless.cc/uniswap">http://bankless.cc/uniswap</a> </p> <p>------<br /> Topics Covered:</p> <p>0:00 Intro<br /> 6:00 Arthur 0x<br /> 12:55 The Secret Ingredient?<br /> 19:30 Show Up and Do Something<br /> 26:00 An Investing Thesis<br /> 33:48 Fundamentals Win<br /> 38:05 Token Value Capture<br /> 46:40 How to Evaluate<br /> 50:18 Undervalued Projects<br /> 56:35 The AMM Competition<br /> 1:00:13 ETH Killers<br /> 1:05:43 Layer 2 Scaling<br /> 1:14:00 A Global Perspective<br /> 1:20:13 Culture and Language<br /> 1:24:05 China BTC Mining<br /> 1:29:30 What Arthur’s Excited About<br /> 1:33:58 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Arthur on Twitter<br /> <a href= "https://twitter.com/Arthur_0x?s=20">https://twitter.com/Arthur_0x?s=20</a>