Wallfacer Podcast

#4: @TheSkyHopper, Bastion Trading: Building a trading firm, trading post-FTX, DAO activism/RFV trades


Listen Later

Today's guest is Masa, who many of you may know as TheSkyHopper on Twitter (https://twitter.com/TheSkyhopper). 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?



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallfacerlabs.substack.com
...more
View all episodesView all episodes
Download on the App Store

Wallfacer PodcastBy Wallfacer Podcast