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/