What podcasts say about Arthur Cheong

Every statement, with the speaker, the exact quote and the moment it was said.

What Arthur Cheong has said on podcasts

13 statements · 10 positive · 1 negative · 2 neutral

on Venice AIPositiveOct 20, 2026· Forward Guidance
Venice AI’s inference-routing growth is accelerating sharply.
“the growth chart is still a hockey stick”
Listen at 2:47
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?
on Crypto AI projectsPositiveOct 20, 2026· Forward Guidance
Crypto AI projects generally enforce encryption and privacy by default.
“crypto AI project kind of enforce encryption and privacy by default”
Listen at 5:05
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?
on Permissionless crypto systemsNegativeOct 20, 2026· Forward Guidance
Permissionless crypto systems make exploitation by rogue AI agents easier.
“the permissionless nature means that it's easier for a rogue AI agent to exploit”
Listen at 8:47
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?
on Defiance Capital position entriesNeutralOct 20, 2026· Forward Guidance
Defiance Capital budgets for 5–10% variance in final entry prices.
“we basically budget for like 5% to 10% variance in terms of our final entry price”
Listen at 12:41
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?
on Crypto market dispersionPositiveOct 20, 2026· Forward Guidance
Market dispersion benefits active crypto managers.
“for active managers, we want dispersion”
Listen at 20:16
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?
on Crypto fundsPositiveOct 20, 2026· Forward Guidance
Most crypto funds known to Arthur are up 20–100% year to date.
“most of the crypto funds I know is up from 20% to 100%”
Listen at 20:37
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?
on HyperliquidPositiveOct 20, 2026· Forward Guidance
Hyperliquid has continued rising and outperforming despite consensus status.
“Hype has been like a huge market cap coin for like quite a while, and it's very consensus, and yet it's still continue to go up and outperform”
Listen at 21:17
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?
on Long-short strategiesPositiveOct 20, 2026· Forward Guidance
Current markets are unusually favorable for long-short strategies.
“this is probably the golden age of a long shot strategy”
Listen at 23:43
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?
on Investment strategiesPositiveOct 20, 2026· Forward Guidance
Long-short strategies can currently profit on both legs in crypto and equities.
“you can actually make money both on a long leg and a short leg”
Listen at 24:02
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?
on BitcoinPositiveOct 20, 2026· Forward Guidance
Bitcoin remains the best benchmark for most crypto limited partners.
“It is still the best benchmark we have for most of the LP”
Listen at 25:11
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?
on Crypto seed stagePositiveOct 20, 2026· Forward Guidance
Crypto’s seed stage currently offers substantial opportunity after investor losses.
“C-Stage is a lot of opportunity right now because everyone got so burned”
Listen at 27:55
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?
on Crypto seed investmentsPositiveOct 20, 2026· Forward Guidance
Successful crypto seed investments can achieve 50x uplift within one to two years.
“you can get the 50x uplift pretty fast. I think you can get it in one to two years if you've done the seed stage”
Listen at 28:14
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?
on Defiance Capital portfolioNeutralOct 20, 2026· Forward Guidance
Defiance Capital ideally holds 10–20 names but usually holds 5–10.
“the ideal portfolio size for us is like 10 to 20 names, but usually we are just restricted to 5 to 10 names”
Listen at 28:51
Open the episode · Where Is The Crypto Alpha Hiding This Cycle?

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.