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 Eric1:15 BTC vs Alts4:10 Liquid Markets vs VC7:50 Understanding Edge & EV10:08 Buying Hated Coins like MKR20:15 Thoughts on RWAs23:50 Regulatory Risks26:55 How Unlocks Affect Markets (dYdX)32:19 Time Horizon & Risk Hedging36:55 Position Sizing & Leverage39:45 Most Common Mistakes41:39 Getting Over Bear Market PTSD44:14 Trading Sentiment46:30 Denominating Net Worth in BTC or ETH?48:29 Catalyst for the Next Bull
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More