Today's guest is Masa, who many of you may know as @TheSkyHopper on Twitter. Masa is the co-founder of Bastion Trading and has a long history trading and investing across traditional markets as well.
[00:00] Introduction and background
[01:30] 2017 arbitrage opportunities
[03:00] Arbitrage and the life cycle of markets
[07:10] A role in governance activism and "RFV" trades
[11:30] how do you structure the team at a trading firm
[14:00] developing edge within trading firms
[18:00] Trading and being active in the markets post-FTX
[27:00] How do DeFi venues actually replace CeFi venues?
[29:00] The small offshore exchange niche
[32:00] M&A (or lack of it) within DeFi
[36:00] Bad actors in crypto
[38:00] Risk management
[41:00] Unique traits of successful crypto traders
[47:00] Trading NFTs and private market investing
[48:55] Animoca's venture book, fundiraising and more
[52:00] Options markets in crypto
[55:00] Whale in the options market
[1:01:00] What catches Masa's attention today?