Investors

Ep. #38: Crypto-investing with Roger Lim (NEO Global Capital)

Roger Lim is the Founding Partner at NEO Global Capital (NGC), one of the world’s largest and most successful cryptocurrency funds. He is advisor to some of the top crypto projects globally such as MultiVAC, Tomochain etc.

He was previously a VC and Angel Investor in the ‘traditional’ startup space before making the transition to crypto.

Tune in to hear about:

  • Roger’s background and how he got into crypto
  • How NGC came about
  • Details about the funds: fund structure, who are the LPs, time horizon, investment thesis
  • Portfolio construction for a crypto fund
  • Investment approach (including tackling a bear market)
  • Mental models and philosophies transferred from ‘traditional’ VC investing
  • Outlook for the crypto and blockchain ecosystem longer term

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Ep. #37: Using derivatives to take crypto mainstream with Darius and Joshua (QCP Capital)

In this episode, we speak to the co-founders of QCP Capital – Darius Sit and Joshua Ho. QCP Capital has quickly established itself as a leading prop trading shop and a go-to OTC agent for many in the Southeast Asian region and beyond.

Tune in to hear about:

  • Their varied backgrounds, how they got into crypto and how QCP capital came about (hint: it involves a lot of flying around the world to do arbitrage)
  • What is QCP Capital’s business and offering
  • Get a peek into some of the strategies that the smarter money is deploying (great for retail investors)
  • The huge uptick in OTC trades in 2018 despite the market going down 80-90%
  • How a crypto-banking layer has been formed on top of the traditional banking layer
  • Regulatory compliance
  • Impending Bakkt launch
  • Outlook on the crypto ecosystem and derivative instruments as a way to incentivise institutional players to build balance sheets in crypto

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Ep. #36: Tokenised Gold with KC Chng (Digix Global)

Kai is the Founder and CEO of Digix Global, the company that is tokenising gold and putting it on the Blockchain. Kai was previously an FX trader on Wall Street before getting into crypto in 2014. Digix Global holds the distinction of being the first token sale on the Ethereum Protocol 

Tune in to hear about:

  • Kai’s background and what made him get into crypto so early on
  • What Digix Global is trying to do
  • Coloured coins and early days of Digix
  • Experience of doing first token sale on Ethereum
  • DGX and DGD token including how the governance of the DAO would work Outlook on the crypto ecosystem including STOs and the #DeFi movement

    RAPID FIRE (thoughts on the 400k ETH locked up, Monetary Authority of Singapore, 1.25m Seed Funding)

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Ep. #34: Fireside chat with Anthony ‘Pomp’ Pompliano – Binance Blockchain Week 2019

Anthony is the Founder and Partner at Morgan Creek Digital. He also writes a popular daily newsletter analysing crypto news for institutional investors called Off The Chain (http://offthechain.substack.com)

Prior to founding his fund, Pomp spearheaded Growth and Product at Snapchat and Facebook respectively along with a 6 year stint as a Sergeant in the US army.

Tune in to hear about:

  • Background, how he got into crypto and what that journey’s been like
  • About Morgan Creek Digital, who are LPs, fund structuring etc
  • Investment thesis – Bitcoin, tokenised securities, infrastructure
  • Lessons from ‘traditional’ for crypto-investing
  • Thoughts on Stablecoins
  • How he grew his Twitter following

Ep. #33: Fireside chat with Michael Arrington (Partner at Arrington XRP Capital)

We speak to the former founder of TechCrunch and CrunchFund, Michael Arrington on the sidelines of the #BinanceBlockchainWeek in Singapore.

Tune in to hear about:

  • Background, how he got into crypto and what that journey’s been like
  • Thoughts on Singapore!
  • Investment thesis
  • Thoughts on different kinds of founders and what he looks out for
  • Thoughts on the dot-com bubble and lessons to be learnt for crypto-investments

Ep. #30: Cryptocurrency/Blockchain Fund with Czhang Lin (MD JRR Crypto)

In this episode, we speak to Czhang Lin who is the Managing Director at JRR Crypto. JRR Crypto is a Swiss Cryptocurrency/Blockchain Fund with a Chinese team which invests in both Crypto projects and the Crypto Ecosystem. They are the second biggest equity shareholder in the Crypto Exchange with one of the highest trading volumes – Binance!

Czhang is a Taiwanese Canadian who grew up in Poland and took his family business public on the Warsaw Stock Exchange. He is an alumnus of INSEAD and Tsinghua University.

Tune in to hear about:

  • Czhang’s very interesting background and how he got involved in Crypto/Blockchain
  • JRR Crypto – structure of the fund, investment thesis, areas of focus etc
  • Crypto ecosystem investments (70% of portfolio): Incubation, Consultancy, Investment banks, Media, Exchanges, Wealth Management, Fund of Funds
  • Crypto projects reperesent 30% of portfolio
  • JRR is the 2nd biggest equity shareholder in Binance
  • Quick overview of the Chinese Crypto/Blockchain ecosystem
  • Reason for the success of the Chinese Exchanges (OKEx, Huobi etc)
  • JRR’s acceleration arm: Super advisor (light involvement) and Co-founder (heavy involvement)
  • JRR’s roadmap
  • Views on a dual token system (utility + security tokens)

Ep. #29: Regulations, Compliance, Security Tokens & Stablecoins with Patrick Tan (General Counsel, Compton Hughes)

In this epsiode, we speak to Patrick Tan (https://www.linkedin.com/in/patricktankoontat/), General Partner and Counsel at Compton Hughes. Patrick is a self professed ‘entrepreneur first and a lawyer second’. He has previously practiced law, founded companies and in his most recent role founded a Statistical Arbitrage Crypto Hedge Fund.

Tune in to this episode to hear about:

  • Patrick’s journey in the Blockchain and Cryptocurrency ecosystem
  • Regulatory environment in general – SEC, China, Malta, Gibraltar etc
  • Regulatory arbitrage
  • ETFs
  • How does a company approach an ICO from a legal perspective? An STO?
  • Patrick’s new venture: A Statistical Arbitrage Crypto Fund and his role as General Counsel
  • Strategies that his fund is deploying and what makes them unique
  • Process for client onboarding into a Crypto Fund in a compliant manner
  • Security tokens and Stablecoins: https://medium.com/predict/security-tokens-versus-stablecoins-2d33b91e2fd

Ep. #21: Blockchain Community/ Co-Living, Co-Working space with See Eun and Young Hoon (Co-Founders Nonce Community)

Our first guest for this episode is See Eun who was into breakdancing and danced professionally for more than 10 years. He served in the military, curated and wrote for a hip-hop blog and lead hip-hop education efforts before the Bitcoin bug bit him. He started ‘The Blockchainers”, the first Blockchain Cryptocurrency YouTube channel in Korea with his co-host Young Hoon who is the other guest on the show.

Young Hoon majored in math and computer science at the University of Oxford and upon graduation had short stints in McKinsey and Macquarie before also serving in the military in Somalia for a counter-piracy mission for the Korean army.

Together, they also started and currently run Nonce Community, an open-source co-working, co-living Blockchain/Cryptocurrency space based on Proof-of-Work. Nonce community started as a few people who worked in this ecosystem living together in a 3 bedroom apartment and has since grown to a whole building which can currently accommodate upto 100 Blockchainers.

Tune in to hear about:

  • Their fascinating background and what got them into crypto
  • First Korean Blockchain Youtube channel they started – https://www.youtube.com/channel/UCsH44G5T4hHXYrb1aGUB1Gw
  • Nonce Community – Blockchain community – co-living, co-working, open-source Blockchain community based on Proof-of-Work
  • How they went from a 3 bedroom apartment to a building that can accommodate a 100 people
  • Decentralised governance model for the community – decentralised way to make decisions including deciding who gets to stay
  • How the environment was like initially
  • An essay that inspired them (Tyranny of Structurelessness): https://www.jofreeman.com/joreen/tyranny.htm
  • Different verticals at Nonce Community: Tokeneconomics consulting, smart contract auditing, media and community management, fund and research arm
  • Studio Decentral (Media arm): http://www.studiodecentral.org/
  • See Eun’s views on the current perverse media model in the Blockchain/crypto ecosystem
  • Other resources mentioned: Epicenter Podcast (https://epicenter.tv/), Let’s talk Bitcoin (https://letstalkbitcoin.com/)
  • Gary Vee! – https://www.garyvaynerchuk.com/
  • Fund – arbitrage, market making and ICOs – due diligence process and fund structuring
  • Research – Whitepaper.foundation
  • Scalability solutions and their trade-offs: Plasma, state channels and sharding
  • Thoughts on scalability through centralisation of block production
  • Thoughts on move from Proof of Work to Proof of Stake consensus mechanism
  • Store of Value vs Tokens of protocols becoming store of value
  • Bitcoin: Store of value vs medium of exchange
  • Using Blockchain and Cryptocurrency to help society and the planet

Ep. #16: Tokenised Index Fund with Aditya Mishra (COO ZenPrivex/108 Token)

Aditya Mishra is the Co-founder and COO of ZenPrivex. ZenPrivex is an umbrella company with different product offerings in the Blockchain and crypto space. One of their first products is the 108 token which is a token representing an indexed fund with the top 15 cryptocurrencies rebalanced on a monthly basis.

Prior to his journey in the Blockchain space, Aditya or Adi was involved in the secondary private equity markets.

Tune in to hear about:

  • Background of the team
  • Adi’s journey in blockchain and cryptocurrency
  • ZenPrivex – the parent company behind the 108 token. Other ventures include a research arm and a decentralised exchange on top of ZRX (“relayer”)
  • 108 token – tokenised fund holding the top 15 cryptocurrencies by market cap and rebalanced monthly
  • Why the name ‘108’ (https://108token.com/)
  • Investment concepts in the crypto space that investors should consider: supply adjusted market cap versus only considering circulating supply (https://onchainfx.com/)
  • Why Adi and his team decided to work on this project? Why the ZenPrivex decided to tokenise this index fund versus taking on USD/SGD (or fiat currency straight)?
  • Who should buy the 108 token? How to buy the 108 token?
  • How the 108 token could trade at a discount or premium to the underlying assets
  • Target clients for 108 tokens (including treasury management for companies who have done ICOs)
  • Things that Adi is excited about in the Blockchain space
  • Telegram, Blog

Ep. #15 Crypto investing mental models and frameworks with Meher Roy Pt. 2/2 (Host of Epicenter and Co-founder Chorus One)

Meher is a fellow podcaster and host of Epicenter, one of the most well respected Blockchain podcasts in the industry with guests such as Vitalik Buterin, Adam Back, Gavin Andresen, Ralph Merkle regularly featuring on his show. He has also recently started a new company called Chorus One where his company is building validator nodes for Proof of Stake Blockchain networks such as Cosmos.

Meher is a graduate of the Indian Institute of Technology or IIT and worked in the pharmaceutical and healthcare industry prior to making a switch to the Blockchain world.

Tune in to hear about:

  • His mental models and philosophies behind investing
  • Strategy – identify investments that may grow 10x over 10 years with relatively high odds and 100x over 10 years but with relatively lower odds
  • Strategy – identifies fundamentally good projects and holds them long term
  • How to identify these investment opportunities that one can hold for 10 years
  • How he held Ether through the DAO and Parity hacks
  • Strategy – try to find opportunities through identifying what the key problems that exist today (e.g. scalability, smart contract safety) and find good projects that are addressing those
  • However, the projects that may ‘win’ may not necessarily be the inventors of that technology which leads to further complexity
  • How to determine ticket size or position sizing
  • Books mentioned – Fortune’s formula
  • What Meher’s personal portfolio looks like currently
  • Meher’s outlook on the Blockchain ecosystem in general

Link to Epicenter Podcast: https://epicenter.tv/

Youtube link to Epicenter podcast: https://www.youtube.com/user/epicenterbtc

Link to his new company: http://chorus.one/