Uncommon Core's DeFi Deep Dive with Arthur0x - Decentralise #75

DeFi Will Eat Traditional Finance

DeFi’s Top 20

On Saturday Uncommon Core released the first part of a podcast diving deep into DeFi’s top 20 by market cap.

The show featured Arthur Cheong, early investor in projects including Synthetix, Aave and Kyber who now runs Asia’s largest DeFi focused fund, DeFiance Capital.

This part broke down the leading decentralised exchange and lending protocols, including Aave, Uniswap, Sushiswap, and MakerDAO.

Hasu @hasufl

Discussing the Top 20 projects in Defi with @Arthur_0x and @zhusu. Part one is now out

anchor.fm#17: Defi Top 20 with Arthur0x, Su Zhu and Hasu by Uncommon Core • A podcast on AnchorAfter our episode on the top 20 crypto coins by market cap, we got a lot of requests to do one for Defi as well. For that discussion, we brought in one of the foremost experts on Defi. Arthur0x went from being one of the earliest users and investors at Synthetix, Aave, and Kyber, to running the larg…

Uncommon Core always provides a wealth of information, with both Hasu and Su Zhu (CEO and founder of Three Arrows Capital) laying out their analysis and thoughts on the space clearly.

This episode was something special however, with Arthur demonstrating just why he has been so successful as a DeFi investor. This is not one to miss!

DeFiance Capital

Arthur’s DeFiance Capital is Asia’s largest DeFi-focused fund. They describe themselves as an activist fund with a clear aim: DeFi will eat traditional finance. and play an active role in building a network effect for the projects they invest in. They are invested in Synthetix, Aave, Sushiswap, Dodo and several other projects.

When looking at projects they focus on three core principles:

•  Superior value proposition vs incumbent traditional finance
•  Visible product-market fit
•  Clear token value accrual

Arthur recently wrote an OpEd published in The Defiant that broke down his investment thesis, DeFi will eat traditional finance.

Conclusion

The first part contained a lot of high-quality information, and is a great listen for anyone wanting to learn more. I’m looking forward to the second instalment.

The podcast follows a recent episode that dived into the top twenty biggest cryptocurrencies by market cap, and I found that highly valuable too. With so much going on in DeFi it’s easy to forget about the wider industry.

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