Investors

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/

Ep. #14: Crypto Twitter, Bitcoin and Proof of Stake Nodes with Meher Roy Pt. 1/2 (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:

  • Crypto Twitter and why he went off Twitter
  • His background and journey in the Blockchain space
  • How he came across Bitcoin in 2012, was unsuccessful in being able to purchase it
  • The thesis that made him purchase Bitcoin in 2013/14 and how that thesis has turned out wrong
  • The power of compound interest
  • First alt coin he purchased – Ether in 2015
  • His company (Chorus One) and what they are trying to do – Proof of Stake (PoS) validator node for the Cosmos project
  • How validation in PoS networks is the beginning of the fixed income in the cryptocurrency market
  • What will be the total size of the staking market and what percentage of the tokens would Chorus One look to be staked with them
  • What would be the differentiators for validator nodes to capture a greater market share
  • How PoS can lead to greater ‘centralisation’ but why that’s not necessarily a bad thing

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/

Ep. #07: Blockchain in Taiwan with Jon Jones (CEO/Founder Blockcamp, Blockcity and Taiwan Blockchain Alliance)

We get all the scoop of developments in the Blockchain space in Taiwan from Jon Jones. Jon is the founder of the Taiwan Blockchain Alliance and the CEO of Blockcamp, a Blockchain incubator and ICO consulting firm. In addition, he is also a co-founder at Blockcity, the largest Blockchain and fintech event in Taiwan. Finally, Jon is the President of the Taiwan chapter of the Government Blockchain Association, a non-profit that works for the advancement and adoption of Blockchain technology in the public sector.

In this episode, we discuss:

  1. How Jon landed up in Taiwan and how started the Taiwan Entrepreneur Club
  2. How that lead to Jon finding out about Bitcoin Ethereum and the Blockchain technology
  3. Blockcamp incubator – the kind of projects they take on and the projects they have worked with
  4. Blockcity event (Taiwan Blockchain festival) – participants, the projects that participated and topics discussed
  5. Views of the Government of Taiwan and how Jon is working together with one of the legislators from the Taiwan Government to speed up the process to create the right regulatory environment
  6. Taiwan as a strategic location for Blockchain projects (proximity to China)

Links to the projects run by Jon:

Blockcamp (LinkedIn)

Taiwan Blockchain Alliance (LinkedIn)

Jon’s LinkedIn

Ep. #00: Who we are

In this short episode, we will talk about the motivations behind starting this podcast, who should listen, and what you can expect to gain out of Decrypt.