@DeFianceCapital founder Arthur is one of the most legendary investors in the DeFi space, achieving a 100x return in less than three years. Now focused on the secondary market, he continues to perform exceptionally well.
Arthur’s Growth Journey
Arthur entered the crypto world in 2017 at the age of 20. While studying at Nanyang Technological University, majoring in Economics with a minor in Entrepreneurship, he was actively involved in the campus investment club as vice president. After graduation, he joined BP, where he worked in oil commodity trading. This experience helped him develop rigorous investment standards and laid a solid foundation for his future in crypto investments.
However, Arthur’s interest in blockchain grew stronger, eventually leading him to leave his job in oil trading and focus on crypto investments. In early 2019, he dove deep into DeFi and seized the opportunities of the DeFi Summer, marking the beginning of his legendary success.
Today, Arthur is the founder of DeFiance Capital, focused on the secondary market. He has more than 100,000 followers and is a prominent opinion leader in the crypto field.
The Formation of His Investment Philosophy
Arthur mentions that his investment philosophy has gradually crystallized over time. He believes that every investor has their own philosophy, such as Warren Buffett's long-term value investing. Arthur’s approach is continuously evolving; he sees crypto as a global asset with the potential for rapid expansion, making it suitable for a global investment strategy.
He also highlights that the key to investing lies in identifying early projects with significant growth potential, which is essential to capturing market-beating alpha returns.
Advice for Newcomers
Arthur summarizes his three-step method for quickly understanding new fields:
Crypto Fit: Assess whether the field’s integration with blockchain is natural. Sometimes, projects incorporate blockchain without real value.
Growth Potential: Consider if the field has the potential for rapid growth. Investors often lack patience and need to see results in the short term.
Data Support: Use data to evaluate the field's potential. If there is no supporting data within three to six months, it’s time to reassess.
Strategies for Retail Investors
With the crypto market maturing, Arthur emphasizes that it’s becoming more "institutionalized," especially after events like the FTX collapse and Binance's settlement with the U.S. government, which have brought stricter market regulations. He advises retail investors to be cautious of these changes, avoiding the pursuit of short-term high returns, and instead focus on risk assessment.
In the current cycle, he believes that profit windows are often short, so investors need to keenly capture market signals, using macro and fundamental data to determine the right entry and exit times.
Conclusion
Arthur’s success is not only due to his sharp investment insights but also his ability to quickly adapt to market changes and maintain ethical standards. He reminds everyone that in choosing business partners, integrity and honesty are equally crucial, as these values help build a lasting foundation in the ever-evolving crypto market.
Arthur’s journey shows that retail investors in the crypto market should adopt a more rational, long-term investment strategy and approach market volatility and risk with caution.
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