Crypto

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. #12: Insurance on Blockchain with Val Yap (CEO PolicyPal Network)

PolicyPal Network aims to leverage the Blockchain technology to make insurance more accessible for consumers by creating a peer-to-peer insurance platform. It also aims to cater to the needs of the crypto ecosystem by providing insurance services to Blockchain startups during their initial launch.

Our guest for today’s show is Val Yap, the Founder and CEO of PolicyPal and the PolicyPal Network based out Singapore. After graduating, she worked in varying capacities in the Financial Services industry including stints at Aberdeen Asset Management, PricewaterhouseCoopers and OCBC Bank. She was recently included in the Forbes 30 under 30 list for Finance and Venture Capital.

Tune in to hear about:

  1. Val’s background and how PolicyPal (‘traditional’ business) came about
  2. What PolicyPal does and how PolicyPal Network came about
  3. PolicyPal Network’s partnership with FWD insurance company  and new partnership with WeWork Asia
  4. The two products that PolicyPal Network is building – crypto protect insurance helping blockchain companies (wallets/exchanges etc.) and a P2P insurance marketplace
  5. Partnership with NEM and QTUM on the crypto protect insurance side
  6. Tech stuff – why they are building on Ethereum currently and why they’ll be launching their own blockchain network in the future
  7. Launch of PolicyPal’s testnet next month
  8. Some other interesting developments that are taking place at PolicyPal
  9. Importance of community in the cryptocurrency space
  10. Twitter, Telegram, Medium

Ep. #08: Decentralised Autonomous Organisations with Josh Zemel (DAOstack)

In this episode, we speak to Josh Zemel from DAOstack. DAOstack is looking to be the tech behind Decentralised Autonomous Organisations (DAOs) – think of a company without a management team or directors where multiple stakeholders can collaborate, take decisions, allocate capital and bring projects to fruition.

Tune in to hear about:

  1. A philosophical take on Blockchain and DAOs – how it can lead to greater coherence in organisations
  2. What is a DAO
  3. Immensity of the governance problem and how DAOstack is addressing it
  4. Holographic consensus mechanism and how the DAOstack governance mechanism works including the role of the token
  5. DAOstack’s tech stack (libraries of smart contracts for governance, Dapps etc.)
  6. Regulatory aspects to consider in a DAO
  7. Details about their upcoming token sale

Projects and other resources mentioned in this episode:

  1. Vitalik’s blog on how coin holder voting leads to a plutocracy: https://vitalik.ca/general/2018/03/28/plutocracy.html
  2. Aragon
  3. Matan Field’s ETHCC keynote

DAOstack’s social media presence: Telegram, Twitter, YouTube, Medium

Ep. #06: (Educational) What is Blockchain in under 10 minutes

Based on the feedback from our listeners, we decided to do a short episode to talk about some of the basic attributes of the Blockchain technology and how it works. We try to keep this episode relatively simple and only focus on the oldest and perhaps most popular Blockchain – the Bitcoin Blockchain.

Ep. #04: Professional Social Network on Blockchain with Gaurang Torvekar (CEO Indorse)

In this episode, we speak to Gaurang Torvekar, founder of two Blockchain start-ups, Attores and Indorse. He is also one of the organisers of the Singapore Ethereum meetup, one of largest in the world after London and New York.  Gaurang’s first start-up is Attores, a Smart Contract as a Service platform which eventually lead him to co-found Indorse, a professional social network on the Blockchain, along with his partner, David Moskowitz (successfully sold Coin Republic).

We talk to Gaurang about his journey in the Blockchain ecosystem, how he signed his prenup on the Blockchain for fun, the companies he has co-founded and the growth of the Singapore Ethereum meetup over the last few years.

Projects mentioned in this episode:

  1. Civic
  2. IPFS
  3. BigChain DB
  4. Airbitz/Edge
  5. Earn.com
  6. Otonomos
  7. Digix

Ep. #02: ICO advisory with Sukrit Khatri (Kenetic Capital)

In this episode we speak to Sukrit Khatri, an ICO advisor with Kenetic Capital (a Hong Kong based ICO advisory firm as well as a Blockchain Venture Capital and Crypto fund). Sukrit tells us about his role, what a typical day for him looks like, how much cryptocurrency he holds and his outlook on the Blockchain space in general. We dive into the typical stages of an ICO and discuss about the criteria that Kenetic deploys prior to taking on new projects.

Sukrit’s LinkedIn profile