Crypto Market Wizards

Today I'm joined by Jez to discuss his journey from TradFi to becoming a successful crypto degenerate. We discuss how to recover from blowing up, why he prefers to full-port one bag when it comes to bet sizing, and how to win the crypto MMORPG. Guest's Twitter: https://x.com/izebel_eth Jez's Crypto MMO Article: https://oldcoinbad.com/p/a-starter-guide-to-the-crypto-mmo Jez's Poker Hand History: https://www.worldpokertour.com/live-update/hands-37-38-colin-hong-eliminated-in-7th-place-186000-prime-wpt-prime-championship-season-2024-4-1600000-800000-1600000 Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Timestamps: 0:00 Jez's Background 4:26 How to Be Win in Crypto 11:17 Founder Intuition (RLB, HYPE) 17:01 Knowing When to Cut Bags 21:56 Bet Sizing & Full Porting 26:09 Bouncing Back from Blow Ups 34:08 Thoughts on AI Meta 41:25 Where are we in the Cycle? 45:40 How to Make It in 2025 52:18 Kelly Criterion 56:22 Hyperliquid Thoughts 1:01:14 Winning $186k in a Poker Tournament 1:13:15 Final Advice MY VALUES: QUALITY OVER QUANTITY A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads. On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link. PREMIUM RESEARCH HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Today I'm joined by Kel to discuss his journey from joining Messari out of college and now becoming an independent trader. We discuss why we think the AI meta is the trade of the cycle and talk about ai16z, Zerebro, Fartcoin, Alchemist, and GOAT. We also discuss how to bet on yourself, dealing with dark moments, and enjoying bull markets. Guest's Twitter: https://x.com/kelxyz_ Kel's Substack: https://kelxyz.substack.com/ Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Timestamps: 0:00 Kel's Background 3:08 Market Opportunity for the AI Omegacycle 8:24 Asymmetry & Inversion Theory 11:30 Investment Frameworks for AI 15:50 ai16z 18:36 Zerebro 21:38 Alchemist 23:26 Fartcoin 32:38 GOAT 40:50 Types of Agents with Value Capture 46:03 Unicorn Fart Dust 52:03 Betting on Yourself 57:13 Dealing with Dark Moments 1:04:34 How to Make it

Today I'm joined by David Gilz to discuss his journey from losing it all to making it all back by grinding in the markets. We discuss why we think the AI meta is the trade of the cycle and talk about ai16z, Zerebro, Fartcoin, and GOAT. He also discusses the art of not coping as a trader. Guest's Twitter: https://x.com/d_gilz Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Timestamps: 0:00 David's Origin Story 6:09 Guide to Making Money in a Bull Market 14:41 Understanding Market Regime 17:58 Why AI is the Trade of the Cycle 28:29 What Happens to GOAT? 31:26 How Big can AI Coins Get? 41:35 When to Sell? 50:29 How to Make It This Cycle MY VALUES: QUALITY OVER QUANTITY A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads. On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link. PREMIUM RESEARCH HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Today I was joined by Ejaaz to discuss how big the AI Omegacycle can get. We discuss the mental frameworks to use to spread bets across the meta and how to trade these boom and bust cycles. Guest's Twitter: https://x.com/cryptopunk7213 Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Timestamps: 0:00 Ejaaz's Backbround 2:00 Fartcoin and GOAT 10:52 How Big Can the AI Omegacycle Get? 17:07 Categorizing AI Coins 23:45 How to Bet on the AI Omegacycle 39:27 When Do You Sell? 46:46 How to Make it 52:05 Advice to Younger Self MY VALUES: QUALITY OVER QUANTITY A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads. On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link. PREMIUM RESEARCH HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Today I was joined by Nachi, a top 10 trader on Binance making over $64M, discuss overcoming trauma, the Memecoin Supercycle, and the AI agents meta. I recorded this on my Macbook on bad wifi so sometimes I freeze up lol. Guest's Twitter: https://x.com/alphawifhat https://www.theblockbeats.info/en/news/55630 Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Nachi's Story 7:06 Where are we in the Cycle? 12:58 Memecoin Supercycle Thesis 19:30 AI Memecoin Thesis 27:02 Building Conviction & Sizing into Trades 36:34 Overcoming Adversity 44:11 Characteristics of Home Run Trades 52:02 How to Make it This Cycle

Today I have the great Murad on my channel to discuss the Memecoin Supercycle. Why it's happening, and why it will continue. Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Where are we in the Cycle? 4:20 Memecoin Supercycle Thesis 12:18 Why do people resist Memecoins? 21:50 CEXes listing Memecoins 23:27 What does Murad do everyday? 28:08 Murad's List 32:18 AI Memecoins 41:18 Memecoins having a "Cult Premium" 43:44 The People will Buy Memecoins 46:30 How to Make it This Cycle 50:04 How to Win in Crypto 55:26 How to Stop Midcurving Memecoins

In this episode of Crypto Market Wizards, I am joined by Qiao Wang from Alliance to discuss the Memecoin Supercycle and why ETH is struggling. Guest's Twitter: https://x.com/QwQiao Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Where are we in the Cycle? 5:50 Will Doge Flip Eth? 11:08 Memecoin Supercycle 14:07 Managing Your Own Emotions 20:11 AI x Memecoins 23:13 Death of High FDV Alts 25:33 Everything is a Meme 30:25 Advice for Traders 39:46 Health vs Wealth 42:16 Trader/Investor Psychology 48:21 Lessons Learned

For this episode of Crypto Market Wizards, I am joined by Darryl Wang from Tangent Ventures to discuss where we are in the cycle, how to manage your portfolio, and steps to make it this cycle. Guest's Twitter: https://x.com/0xWangarian Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 Humble Farmer Army Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Where are we in the Cycle? 6:36 Memes vs Utility Coins 8:35 Outlook for ETH 13:48 Trading Strategy 20:33 Risk Management 24:12 Trader Psychology 28:43 Identifying when you're Wrong 36:11 Crypto x AI Meta 41:04 Timing Your Exit 47:38 Final Words of Advice

For Episode 27 of Crypto Market Wizards, I am joined again by Alex Good, one of the most prolific writers on Twitter/X when it comes to the intersection of Crypto and AI. We discuss the meteoric rise of $GOAT and what it means for the AI meta in the coming months/years. Guest's Twitter: https://x.com/goodalexander Alex's piece on the Murad Meta: https://goodalexander.com/posts/murad_meta_ai_cult/ Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh Taiki's Twitter: https://twitter.com/TaikiMaeda2 Humble Farmer Army Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Why $GOAT has gone so Viral 4:25 The Murad Meta & AI Cult Coins 11:19 Future of Crypto x AI 16:38 The Birth of a Digital God 23:49 LLM's Fetishizations 28:46 TAM of AI Cult Coins 38:50 Why this is only the Beginning 47:52 SBF is GOAT's Grandfather 56:18 What can we do about this? 1:04:14 Final Takeaways

Livestreamed on YouTube on October 10: https://www.youtube.com/live/G4Yo6AR9gAA For Episode 26 of Crypto Market Wizards, I am joined LIVE by Dan Elitzer, co-founder of Nascent. We discuss the most recent news around Unichain and what that means for $UNI and the broader Ethereum ecosystem. Guest's Twitter: https://x.com/delitzer

For Episode 25 of Crypto Market Wizards, I am joined by Stani Kulechov, founder of Avara. He discusses how his childhood shaped his interest in crypto and why he decided to build ETHLend (now AAVE) in 2017. He discusses the truth about building in crypto and what he learned from having to have surgery earlier this year. Guest's Twitter: https://x.com/StaniKulechov Stani's post on health: https://hey.xyz/posts/0x05-0x2694-DA-1cd727a6 Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Stani's Childhood 3:49 Foray into Entrepreneurship 11:08 Discovering Ethereum & Building AAVE 15:16 Raising $16M in an ICO 18:24 Surviving the 2018-19 Bear Market 21:16 Memories of DeFi Summer 24:54 Neglecting Health & Requiring Surgery 30:33 Working with your Wife in Crypto 35:53 Avara's Endgame (AAVE, Lens, Family, GHO) 41:16 Advice to Younger Self 45:19 Does Vitalik Hate DeFi?

For Episode 24 of Crypto Market Wizards, I am joined by Kain Warwick, founder of Infinex and Havven/Synthetix. He shares what it was like growing up with a father who was a professional athlete. He discusses his fascination with entrepreneurship and what led to the Havven (now SNX) ICO in 2017. He shares his "lunatic" stories as a founder and what his vision is for Infinex. At the end, he opens up about his drug addiction and what he learned after two full years being sober. Guest's Twitter: https://x.com/kaiynne Check out Infinex: https://infinex.xyz/ PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Kain's Token2049 Experience 0:57 Kain's Childhood 8:17 Importance of Money & Circumstance 13:09 Playing in a Band for 5 Years 17:13 Foray into Tech Entrepreneurship 19:50 Finding Bitcoin & Ethereum 28:06 Raising $30M ICO for Havven (now SNX) 32:51 Surviving the 2018-19 Bear Market 38:01 Having a Chip on Your Shoulder 41:15 The State of DeFi 46:45 What Vitalik Gets Wrong 51:04 Advice to Younger Self 53:29 Taking down Binance 1:00:02 Walking Away from Crypto 1:02:19 Drug Addiction

For episode 23 of Crypto Market Wizards, we have Arthur0x from DeFiance Capital to discuss his bull case for DeFi. Both Arthur and I have been calling for a "DeFi Renaissance," but that doesn't mean we are bullish on all of DeFi. We discuss the major coins in each DeFi sector such as lending, spot & perp DEXes, LST/LRT's, and stablecoin projects. I hope you enjoy the episode. This was recorded on August 28th. Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://x.com/Arthur_0x Taiki's AAVE thesis: https://www.youtube.com/watch?v=wmVZPGO1t0c Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh Taiki's Twitter: https://twitter.com/TaikiMaeda2 Humble Farmer Army Twitter: https://twitter.com/HFAresearch Taiki's AAVE thesis: https://www.youtube.com/watch?v=wmVZPGO1t0c PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Why we are bullish DeFi 7:16 Money Markets (AAVE vs Competitors) 11:43 "DeFi coins don't pump" Argument 16:30 LST and LRT's (LDO & LRT's) 25:58 Spot DEXes (Uniswap vs Competitors) 35:28 "Decentralized" Stablecoins (MKR vs Others) 41:18 Rate Cuts and Effects on DeFi 43:26 Perp DEXes (Hyperliquid vs others) 50:29 Vitalik's Stance on DeFi 54:27 Solana DeFi (Jupiter, JTO) 1:00:32 Final Questions & Summary MY VALUES: QUALITY OVER QUANTITY A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads. On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link. PREMIUM RESEARCH HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Episode 22 of Crypto Market Wizards, an interview series focused on crypto traders in the trenches of the liquid markets. Today we have Bainy Zhang from Fisher8 Capital (AKA hedgedhog7 on Twitter) to discuss where we are in the cycle and why he's generally bearish the markets. We also get into discussions around balancing health vs wealth and the tradeoffs we make being in crypto. This was recorded on August 8th. Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://x.com/hedgedhog7 Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh Taiki's Twitter: https://twitter.com/TaikiMaeda2 Humble Farmer Army Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 00:00 Introduction 3:01 Hog's Market Outlook 9:17 Thoughts on ETH Underperformance 13:34 Dealing with Being Wrong 16:59 Being Right with Conviction 24:26 How to NOT Baghold 26:52 How to Make it this Cycle 31:56 Are 4 Year Cycles Over? 33:31 Hog's Trading Style & Heuristics 37:40 Life without CT 40:33 How do You Trust People? 43:21 Wealth vs Health 50:41 Growing Pessimism/Cynicism 54:38 Successful Traits of Traders 56:43 Advice to Younger Self 1:00:22 Valuation Models 1:04:32 Final Words of Wisdom

Episode 21 of Crypto Market Wizards, an interview series focused on crypto traders in the trenches of the liquid markets. Today we have Darryl Wang from Tangent again to discuss where we are in the cycle and how he's playing crypto into the election. He still prefers longing SOL as the best way to get exposure in the markets, and discusses why DeFi might be a value trap. This was recorded on July 15th. Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://x.com/0xWangarian Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh Taiki's Twitter: https://twitter.com/TaikiMaeda2 Humble Farmer Army Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Introduction 3:56 Is Trump Bullish for Crypto? 7:21 The Updated Solana Thesis 13:58 DeFi as ETH Beta 19:40 Next Narrative Trades 32:04 Trading "Low Float High FDV" Tokens 40:14 Insights from OTC Desks 47:22 Cutting out Signals from Noise 53:24 Advice to Younger Self MY VALUES: QUALITY OVER QUANTITY A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads. On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link. PREMIUM RESEARCH HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Episode 20 of Crypto Market Wizards, an interview series focused on crypto traders in the trenches of the liquid markets. Today we have yieldfarming, an amazing onchain farmer that grew his account from 10k to $6M. He discusses his crypto journey and takes on the current yield/airdrop farming meta. He shares lessons on why selling/dumping is good, and why most tokens are worthless scams. I hope you enjoy the conversation and learned a lot from hearing how he thinks about the farming market. The audio quality is low this episode but I still hope you got value from this; had a lot of audio file issues I couldn't overcome. This was recorded on July 3rd. Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://x.com/delucinator Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 Humble Farmer Army Twitter: https://twitter.com/HFAresearch Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh HFA Research Dashboard: https://hfaresearch.io/ PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Who is yieldfarming? 3:21 2021 Bull Market Stories 11:16 7 figure with Pendle 15:31 Thoughts on the current farming meta 27:32 What to Farm Now? 32:04 Advice for Making It 43:47 Smart Contract Risks 46:54 Crypto as a Means to an End 51:03 State of the Markets 58:17 Learning When/How to Sell 1:01:06 Hyperliquid 1:03:11 Market Edge 1:07:22 Advice to Younger Self 1:09:08 Final Banter MY VALUES: QUALITY OVER QUANTITY A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads. On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link. PREMIUM RESEARCH & COMMUNITY Humble Farmer Army offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Episode 19 of Crypto Market Wizards, an interview series focused on crypto traders in the trenches of the liquid markets. Today we have Joe McCann, the founder of Asymmetric discussing his story from being a tech entrepreneur to the top performing fund manager in the world. He discusses his SOL and BONK thesis and why Solana is destined to get to a one trillion market cap. Joe shares important lessons along his trading journey and what it takes to be successful in the industry. Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://x.com/joemccann My 41 minute video on JLP: https://www.youtube.com/watch?v=AqeCzu4ETbQ Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh HFA Research Dashboard: https://hfaresearch.io/ Stake DYM with HFA: https://www.youtube.com/watch?v=L7qiSXpt47E PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Joe's Tech & Trading Experience 6:50 Being the #1 Fund in the World 16:30 Solana & Memecoin Supercycle Thesis 28:44 Why does Solana get so much hate? 33:13 How to Make it This Cycle 38:39 Taking Profits Philosophy 43:07 JLP as the Ultimate Take Profit Tool 51:17 Books & Content Recommendation 55:11 Joe's Edge & Risk of Ruin 1:00:05 Advice to Younger Self

Episode 18 of Crypto Market Wizards, an interview series focused on crypto traders in the trenches of the liquid markets. Today we have Zaheer Ebtikar (founder of Split Capital) discussing his story and the change in market regimes. We also discuss the Eigenlayer airdrop and the "anti-VC" narrative this cycle. We also discuss why faith is important to him and why we need to not put too big an emphasis on money if we want to be successful.Crypto Market Wizards is an ad-free and sponsor-free podcast.Guest's Twitter: https://twitter.com/SplitCapital Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh HFA Research Dashboard: https://hfaresearch.io/ Stake DYM with HFA: https://www.youtube.com/watch?v=L7qiSXpt47E PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 00:00 Introduction 02:43 $EIGEN implications on the Airdrop Meta14:08 How to Make It in Crypto 21:44 Is Airdrop Meta Over? 25:16 Managing Emotions in Crypto 32:20 Zaheer's Trading Style 34:49 Intersection between Crypto & Faith 41:46 The State of Yield Farming 45:33 Managing Risk 48:04 Finding Home Run Trades 50:36 Thoughts on SOL Trade 55:02 5 Figs to 7 Figs

Episode 17 of Crypto Market Wizards, an interview series focused on crypto traders in the trenches of the liquid markets. Today we have Su Zhu discussing his story and how he sees the current cycle playing out. I understand he is a controversial figure but I personally learned a lot from him last cycle so I selfishly wanted to pick his brain on the market. I hope you enjoy the episode! Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://twitter.com/zhusu Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh HFA Research Dashboard: https://hfaresearch.io/ Stake DYM with HFA: https://www.youtube.com/watch?v=L7qiSXpt47E PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: Timestamps: 0:00 Intro 0:23 Su Crypto Origin Story 3:10 Most Memorable Trades 11:18 Similarities of Prior Cycle 21:02 Where are we in the Cycle? 26:14 Dealing with Drawdowns 34:51 5 Figs to 7 Figs 45:51 Predicting Narratives and Rotations 51:55 Liquid vs Private Markets 56:59 Investing Heroes 1:03:03 Biggest Mistakes People Make 1:06:20 Crypto Twitter 1:12:49 Su's Edge 1:20:25 Analyzing CT Metas 1:28:44 Fumbling Bags 1:35:08 Be Grateful

Episode 16 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Messi sharing his crypto story and how he "made it" after 10 years. He talks about the lessons learned through getting rekt MANY times; hopefully this discussion helps you believe that anything is possible in crypto as long as you believe in yourself and keep grinding. Crypto Market Wizards is an ad-free and sponsor-free podcast. https://twitter.com/AgentChud Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh HFA Research Dashboard: https://hfaresearch.io/ Stake DYM with HFA: https://www.youtube.com/watch?v=L7qiSXpt47E PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of HFAResearch, a DeFi-focused research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. We were frustrated with the lack of authentic educational content on Crypto YouTube/Twitter and took matters into our own hands. Timestamps: 00:00 Messi's Crypto Background 15:26 Playing the 2020-21 Bull Market 30:09 Managing Emotions from Losses 37:17 Bank Robber Mentality 42:26 How to Make it this Cycle 51:42 Lessons from Top Traders 59:05 Get Addicted to Selling 01:06:00 It Pays to be a Perpetual Optimistic 01:11:18 Messi's Fantom Pitch 01:21:39 How is this Cycle Different? 01:28:55 Personal Growth in Crypto 01:40:50 Playing the Next Bull Market 01:50:10 Ape Dance

Episode 15 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Darryl Wang talking sharing advice to 2nd cyclers who are midcurving the current markets. We discuss what mental blocks most of us have and how "dreaming bigger" is a requirement if you want to run it up. However, you always need to ground yourself in order to not get rekt at the end. Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://twitter.com/0xWangarian Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh HFA Research Dashboard: https://hfaresearch.io/ Stake DYM with HFA: https://www.youtube.com/watch?v=L7qiSXpt47E PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of HFAResearch, a DeFi-focused research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. We were frustrated with the lack of authentic educational content on Crypto YouTube/Twitter and took matters into our own hands. Timestamps: 00:00 Where are we in the cycle? 06:39 ETH: The Uncuckening? 13:18 What Does Retail Buy? 18:39 How to not Midcurve 26:51 Sizing Bets 30:50 Managing Fomo 33:35 Yield Strategies vs Trading Spot 35:32 Will Crypto Have a Use Case this Cycle? 38:05 Finding Clarity in Bull Markets 40:08 What will end this cycle? 45:37 Trading Role Models 48:42 Advice to Newcomers

Episode 14 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Alex Good talking about how he uses Google advertising data to determine profitable trades in crypto.. He shares his bull case for crypto & AI in 2024 and his heuristics for rigged markets.Crypto Market Wizards is an ad-free and sponsor-free podcast.Guest's Twitter: https://twitter.com/goodalexanderGuest's Writing: https://goodalexander.com/ Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh HFA Research Dashboard: https://hfaresearch.io/ Stake DYM with HFA: https://www.youtube.com/watch?v=L7qiSXpt47E PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of HFAResearch, a DeFi-focused research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. We were frustrated with the lack of authentic educational content on Crypto YouTube/Twitter and took matters into our own hands. Timestamps: 00:00 Alex's Background 02:31 Profitable Trading by Running Google Ads 07:22 Building Conviction 10:38 Navigating Rigged Markets 16:18 The Upcoming Crypto x AI Superbubble 33:11 Defining Alex's Edge39:06 Successful Traders 41:35 Common Trading Mistakes 47:32 Trading Rules & Managing Emotions 54:08 Advice to Younger Self 56:16 How to Make it this Cycle

Episode 13 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Alex Kruger talking about his journey from trading TradFi to becoming crypto-pilled. He shares his bull case for risk assets in 2024 and why bears have continued to bang the bearish drum despite being wrong for the past couple months. Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://twitter.com/krugermacro Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh HFA Research Dashboard: https://hfaresearch.io/ PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of HFAResearch, a DeFi-focused research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. We were frustrated with the lack of authentic educational content on Crypto YouTube/Twitter and took matters into our own hands. Timestamps: 0:00 Alex Krüger Background 01:49 Differentiating The Majors 06:14 Views on Macro Environment 11:46 Bitcoin Price Outlook & Flipping Gold 19:37 Overcoming Bear Market PTSD 22:22 Best & Worst Types of Content to Consume 26:20 Views on ETH 35:16 Views on SOL 40:08 How to Make it This Cycle 43:58 Building Conviction & Cutting Losses 46:34 Common Traits of Successful Traders 51:14 Managing Emotions 55:51 Advice to Younger Self

Episode 12 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Jason Mo talking about his journey from high-stakes poker to being early to BTC and participating in the ETH ICO. He shares major lessons from his poker days and how he's able to eliminate bagholder bias by being objective and rational.Crypto Market Wizards is an ad-free and sponsor-free podcast.Guest's Twitter: https://twitter.com/cuntycakes123 Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of HFAResearch, a DeFi-focused research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. We were frustrated with the lack of authentic educational content on Crypto YouTube/Twitter and took matters into our own hands. Timestamps: 0:00 Being Early to BTC & ETH ICO 3:30 Lessons from Poker 9:51 Managing Bag Bias 17:34 Ethereum's Moat & Differentiating Value 28:46 Does DeFi Comeback? 34:54 Advice to New Crypto Participants 41:56 Traits of Successful Traders and Investors 46:05 Diversification vs Concentration 51:05 Biggest Trades 53:59 Advice to Younger Self 59:37 Final Advice to the Degens

Episode 11 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Qiao Wang talking about his journey in crypto and how he's embraced the left curve. He shares major lessons learned from his experience midcurving the crypto markets, and why everything is a memecoin in crypto. Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://twitter.com/QwQiao Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of HFAResearch, a DeFi-focused research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. We were frustrated with the lack of authentic educational content on Crypto YouTube/Twitter and took matters into our own hands. Timestamps: 0:00 Introduction 1:44 The Trap of Midcurving the 2nd Cycle 4:58 Why Everything in Crypto is a Memecoin 8:01 Identifying Token Cults & Religions 17:57 Evaluating Ecosystems & Developer Stats 25:03 How to Not Midcurve 28:03 How to Fix the ETH Narrative 32:15 Probability of the ETH ETF 36:37 How to Succeed in Crypto 43:29 Memecoins as a Sector 45:34 Common Mistakes People Make 47:00 Contrarianism & RWA Thesis 51:08 Advice to Younger Self

Episode 10 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Jordi Alexander talking about his journey in crypto and the negative sum nature of ponzi coins. He shares major lessons learned from his experience playing tradfi and crypto markets, and what new participants should be aware of when trying to make money in the markets. Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://twitter.com/gametheorizing Podcast that Jordi and I do together: https://www.youtube.com/@0xSteadyLads Jordi and I's podcast from 2 years ago: https://www.youtube.com/watch?v=gARBeNaN-fk Jordi's writings about ponzis: https://medium.com/@game_theorizing/of-smoke-and-mirrors-part-1-117c1f92e186 https://medium.com/@game_theorizing/of-smoke-and-mirrors-part-2-the-godsfather-cd24ff7476da Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh Taiki is the founder of HFAResearch, a DeFi-focused research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. We were frustrated with the lack of authentic educational content on Crypto YouTube/Twitter and took matters into our own hands. Timestamps: 0:00 Jordi's TradFi/Crypto Background 6:40 Work-Life Balance & Time Management 12:50 Lessons from Poker 19:23 (-4,+2) Games in Crypto 27:07 Truth about Crypto Narratives 33:07 ETH $6-7k in 2024 40:48 Dangers of Shorting Crypto 46:52 Traits of Successful Traders 51:52 Misconceptions about Crypto 1:00:15 Advice to Younger Self 1:06:08 2024 Predictions

Episode 9 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Darryl Wang talking about his outlook for the next bull market and why ETH has underperformed so much in the past year. Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://twitter.com/0xWangarian Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of HFAResearch, a DeFi-focused research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. We were frustrated with the lack of authentic educational content on Crypto YouTube/Twitter and took matters into our own hands. Timestamps: 0:00 BTC ETF & Market Views 5:29 What does the next cycle look like? 8:40 Bullish Alt-L1's, AI, BRC-20s 11:34 PvP and PvE sectors 15:13 How to Make it Next Cycle 19:30 How to Stay Humble & Manage Risk 23:05 Crypto Gaming 25:15 Being Wrong on SOL 30:30 Problems with ETH 42:39 Traits of Successful Traders 45:35 Darryl's Trading Style 52:31 Biggest Misconceptions 55:25 How to find New Narratives 1:02:00 Final Words of Advice

Episode 8 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Ansem talking about his crypto journey and how he became the leader of the Soylana Manlets and other retail traders. He shares his thoughts on the upcoming cycle and how he expects the markets to unfold. Crypto Market Wizards is an ad-free and sponsor-free podcast. Ansem's Twitter: https://twitter.com/blknoiz06 Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh Taiki is the founder of HFAResearch, a DeFi-focused research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. We were frustrated with the lack of authentic educational content on Crypto YouTube/Twitter and took matters into our own hands. Timestamps: 0:00 Ansem's Market Thoughts 3:53 The Upcoming Bull Market 7:39 L1 vs App Tokens 11:14 How to use Crypto Twitter 13:00 Ansem's Trading Style 18:20 How to build Conviction on a Thesis 23:20 How to Avoid Echo Chambers 26:19 How to Make It the Next Cycle 31:50 Traits of Successful Traders 34:05 Balancing Markets & Life 37:38 Most Common Trading Mistakes 43:40 Trading Rules & Gut Feel 46:45 Personal Life & Soylana Manlets Meme 50:55 Cosmos Eco 52:48 Valuation Frameworks 56:35 What Ansem's Excited For

Episode 6 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Arthur0x from DeFiance Capital talking about the opportunities he sees in the liquid crypto markets. He believes that there is a dislocation of capital allocation in crypto, which present these opportunities. Arthur's Twitter: https://twitter.com/Arthur_0x Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ HFAResearch Twitter: https://twitter.com/HFAresearch Crypto Market Wizards Podcast: https://twitter.com/CryptoMarketWiz Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh My mission is to create high-quality, digestible (ad-free) content that helps separate signal from noise for DeFi/NFT enthusiasts. I do not run YouTube ads, participate in seed investments, nor do paid promotions. Not Financial Advice. Timestamps: 0:00 State of the Market 2:55 Who is Arthur0x? 5:20 Advantages of Liquid Crypto Markets 10:11 Fundamentals vs Narratives 13:28 Characteristics of "Home Run Trades" 17:40 Decentralized Derivatives 19:34 dYdX & Unlock Events 23:48 Arthur's Big Bets 26:10 Thinking about L1's and L2's 31:11 Gaming 35:58 Atom & Osmosis thesis 40:08 Common Traits of Success Traders 45:07 Lessons from Arthur0x 52:55 The Next Bull Market

Episode 7 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have CL207 talking about his crypto journey and what it's like being a pseudonymous cat. He also shares some of his favorite memories from the last cycle and how he tries to be a "happiness maxi." CL is the most humble cat I've ever met! Crypto Market Wizards is an ad-free and sponsor-free podcast. CL's Twitter: https://twitter.com/CL207 Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ HFAResearch Twitter: https://twitter.com/HFAresearch Crypto Market Wizards Podcast: https://twitter.com/CryptoMarketWiz Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh My mission is to create high-quality, digestible (ad-free) content that helps separate signal from noise for DeFi/NFT enthusiasts. I do not run YouTube ads, participate in seed investments, nor do paid promotions. Not Financial Advice. Timestamps: 0:00 Origin Story of Cat 3:03 CL's Crypto Journey 9:46 Memorable Trades 12:54 Thoughts on Current Cycle 15:55 Viewing Crypto as a Game 20:11 Yield Farming & Thoughts on BLAST 22:43 "Fundamentals" in Crypto 27:55 CL's Trading Style 30:54 Thoughts on DeFi 35:45 Other Sectors like RWAs 40:37 Role of Influencers in Crypto 44:05 Thoughts on Friend.Tech 46:57 How to Utilize Crypto Twitter 48:45 CL's Trading Style 51:28 Common Traits of Successful Traders 56:17 Biggest Misconceptions about Crypto 1:01:00 CL's Relationship with Unisocks

Episode 5 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Blurr.eth talking about his come-up in crypto and how he turned 3 figures into more than $30M in a few years through DeFi. Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ HFAResearch Twitter: https://twitter.com/HFAresearch Crypto Market Wizards Podcast: https://twitter.com/CryptoMarketWiz Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh Blurr's Wallet: https://debank.com/profile/0xef764bac8a438e7e498c2e5fccf0f174c3e3f8db?chain=eth My mission is to create high-quality, digestible (ad-free) content that helps separate signal from noise for DeFi/NFT enthusiasts. I do not run YouTube ads, participate in seed investments, nor do paid promotions. Not Financial Advice. Timestamps: 0:00 Intro to Blurr 5:20 Blurr's Edge in Crypto 9:00 The 80/20 Rule 11:00 How Blurr views Yield Farming 15:55 Favorite Memories from Bull Market 23:03 Blurr's Bull Case for DeFi 29:25 RWA & Stablecoins 37:30 Blurr's MKR/CANTO/NFT Positions 50:25 Audience Question 1:01:13 Evolving as a Trader/Investor 1:16:30 Where DeFi goes from here 1:26:21 Biggest Misconceptions about Crypto 1:33:37 Catalyst for a Bull Market 1:47:30 Most Expensive Failed Transaction 1:52:41 Life Alpha

Episode 4 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets. Today we have Matt Klein from Nascent talking about the state of the market and expands on his theory of the two ways to make money in crypto. Follow Matt: https://twitter.com/mattyklein_ Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ HFAResearch Twitter: https://twitter.com/HFAresearch Crypto Market Wizards Podcast: https://twitter.com/CryptoMarketWiz Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh My mission is to create high-quality, digestible (ad-free) content that helps separate signal from noise for DeFi/NFT enthusiasts. I do not run YouTube ads, participate in seed investments, nor do paid promotions. Not Financial Advice. Timestamps: 0:00 Matt's Crypto Background 3:14 How Nascent Makes Money 11:44 ETHBTC Outlook 17:08 Two Ways to Make Money 22:28 Problems with MKR 28:37 Position Sizing & Risk Management 35:17 Crypto as a Reflexive Asset 38:30 Underowned Crypto Sectors 44:42 How to be Early & be Right 48:02 Alameda Story 53:29 Rapid Fire Questions

Episode 3 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets (not VCs). Today we have Jae Chung from Manifold Trading talking about the state of the market and how he thinks the next bull market will play out. He also lays out his Web3 Consumer App thesis and how the next cycle has to be led by real products that real people use. Follow Jae: https://twitter.com/_jaechung Timestamps: 0:00 How Jae Got into Crypto 3:28 How Manifold Trading Makes Money 6:54 Pushing your Edge 8:36 Jae's Bullish Market Outlook 12:37 Why Jae's Bullish RLB & CANTO 16:08 Work/Life Balance 18:08 Web3 Consumer App Thesis (FriendTech, Blackbird) 20:50 Risk Management in the Liquid Markets 24:24 What will the Next Cycle look like? 28:10 Common Traits of Successful Traders 33:05 Biggest Misconceptions about Crypto 35:30 How Most L1's Lack Identity 41:08 ETHBTC & BTC ETF Thoughts 44:25 How to be a Successful Trader 49:20 Thoughts on Value Accrual & Memecoins 53:52 Trading Rules to Live By

Episode 2 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets (not VCs). Today we have Thiccy from Scimitar Capital talking about the state of the market and how he makes money from the markets. Follow Thiccy: https://twitter.com/thiccy____ 0:00 Intro to Thiccy 1:50 BTC ETF Fake News Pump 9:00 Thiccy's Road to Full-Time Crypto 12:45 Systematic vs Discretionary Trading 15:56 Why Crypto is such an Inefficient Market 22:10 Work/Life Balance & Managing Emotions 29:00 What Makes a Successful Trader 31:14 Why Thiccy is Bearish Alts 36:30 How do we Value Crypto Tokens? 42:34 Defining Thiccy's Edge & EV 46:24 Scaling into Trades & Thoughts on TA 49:25 Advice to Make it in Crypto 55:00 Closing Thoughts

Episode 1 of Crypto Market Wizards, a new interview series focused on crypto traders in the trenches of the liquid markets (not VCs). Today we have Eric Qiu from CMSHoldings. Eric's Twitter: https://twitter.com/cmspeary 0:00 Intro to Eric 1:15 BTC vs Alts 4:10 Liquid Markets vs VC 7:50 Understanding Edge & EV 10:08 Buying Hated Coins like MKR 20:15 Thoughts on RWAs 23:50 Regulatory Risks 26:55 How Unlocks Affect Markets (dYdX) 32:19 Time Horizon & Risk Hedging 36:55 Position Sizing & Leverage 39:45 Most Common Mistakes 41:39 Getting Over Bear Market PTSD 44:14 Trading Sentiment 46:30 Denominating Net Worth in BTC or ETH? 48:29 Catalyst for the Next Bull