Liquid - Web3 Crypto Investing

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Our guest today is Miko Matsumura, General Partner at Gumi Cryptos Capital - a blockchain focused early stage venture firm with offices in Silicon Valley and Japan.  It was founded in 2018 and its debut fund returned >25x, with some early-stage investment home runs like Opensea, Yield Guild Games, Vega Protocol, Celsius Network, 1Inch and more.

Gumi Cryptos Capital just announced their second fund with $110mm of capital commitments.

Miko is also a board member or advisor for a number of startups including Celsius, IntotheBlock, Keyless, LIT Protocol and Idle Finance.

 

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This episode is brought to you by Global Coin Research ("GCR"). GCR is a community-first research and investment DAO. GCR’s mission is to create a community-driven investment DAO where the best web3 deals are sourced by community members for community members.  This discussion was recorded in our Discord.  You can find more information about us and how to join at GlobalCoinResearch.com

Remember to Rate and Review Our Podcast! For the show today, we held a live interview in the Global coin research Discord. The GCR Discord Community hosts events such as live interviews with founders, learning workshops and provides access to the best deals in the crypto space. Join today at GCR.community   For the show today, we are thrilled to have Manasi and Medha of Komorebi DAO.  Manasi is the VP of Strategy and Ops at Skynet Labs. Prior to this role, Manasi conducted research at the MIT Media Lab's Digital Currency Initiative and was the Director of MIT Bitcoin Expo. She is also the Founder of Women in Blockchain whose mission is to increase diversity in the crypto space through education and community building.    Medha Kothari is a software engineer for cLabs, building out the Celo Protocol, as well as runs she256, a 501c3 dedicated to increasing diversity in the blockchain space. She helped start 2 DAOs, Komorebi Fund which is an investment DAO, and FiatLux, a DAO focused on funding technological academic research.  For this interview, we'll be discussing Komorebi DAO, which is an investment fund that Manasi and Medha recently brought together with a powerhouse roster of investors, founders and builders. Komorebi is focused on investing in female and non-binary founders and in this episode, we are discussing the origins of the DAO, the team's investment approach and thesis directly from the founders of Komorebi.  

If you’d like to see more from KomorebiDAO, make sure to follow @KomorebiFund.

-  what's the inspiration behind Komorebi dao? - can you talk about the structure of Komorebi? - talk about some of the folks in Komorebi, I think people don't realize what an amazing group of people you've together - how is governance setup? - what are the top 3 lessons you've learned from running a DAO and building on SyndicateDAO that you'd like to share with folks? - how does the dao get hands-on and help founders? how do YOU typically help founders?

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For the show today, I'm thrilled to share with you a special replay of my interview with Commissioner Hester Peirce during the UPenn Blockchain conference.

Hester Peirce is the Commissioner on the Securities and Exchange Commission, she oversees many of the crypto regulations and have been often dubbed as cryptomom. In our conversation, we talk about the latest developments with the SEC around the crypto framework, how Covid affected the SEC, the upcoming agendas with new SEC chairman Gary Gensler, and her views on NFTs and defi.

 

If you’d like to see more from Commissioner Peirce, you can follow her on Twitter @hesterpeirce

• Where did your title “Crypto Mom” come from? Why do you not advice people to see SEC as a parental figure?
• What fascinated you about the crypto space?
• What frighten you the most about the crypto space?
• How does COVID impact the SEC’s initiatives in the crypto space?
• What do you see as the biggest challenge in regulating the decentralized space?
• What are some views from the newly appointed SEC Chairman Mr. Gary Gensler?

If you’d like to see more from her, you can follow her on TWitter @hesterpeirce

-This podcast is sponsored by Global Coin Research. Global Coin Research is community of crypto readers, writers, and investors with direct access to high quality content and deals. Global Coin Research is doing media mining right now, and writers who write on GCR will earn 250 GCR when their articles are approved. Check it out on GlobalCoinResearch.com

-Please remember to rate and review our podcast!

Daniel Hwang does protocol research and governance at Stakefish. He is also a founding member of Handao, a decentralized autonomous organization that brings together promising projects and professional players within the NFT art and creators industry. HanDAO aims to support and expand the Korean NFT creative ecosystem and build a foundation for Metaverse players to collaborate freely. In this episode, I talk to Dan about Handao's structure, purpose, the Korean artist and NFT market and more. 

Topics we've discussed include:

- what's the inspiration behind handao? - can you talk about the structure of handao? - whats NFT phenonmenon like in Korea? - how does the dao get hands on and help founders? 

I thoroughly enjoyed speaking with Dan and would like to thank him again for coming on the show. You can find him on Twitter @danhwang88

Other Handao resources

－Discord: https://discord.gg/KNwrBRtyzH －Twitter: @handao_org －Instagram: @handao_org

This podcast is sponsored by Global Coin Research. Global Coin Research is a community of crypto readers, writers, and investors with direct access to high-quality content and deals. Global Coin Research is doing media mining right now, and writers who write on GCR will earn 250 GCR when their articles are approved. Check it out on GlobalCoinResearch.com

Bobby Cho joins us as a Partner at CMS Holdings. CMS is a principal investment firm focused on crypto assets. In our conversation, Bobby shares how CMS thinks about portfolio construction, what Bobby likes to look for in founders when investing in private rounds, and his thoughts on the top inflection points in crypto.

Topics we've discussed include:

- what are the common mistakes from companies are thinking about liquidity - how does CMS help founders? - what are the top 3 criteria for when CMS is assessing a project and investing? -top 3 inflections points for the industry in the next two years?

Please remember to rate and review our podcast! You can find Bobby on Twitter @robertjcho

Please remember to rate and review our podcast! Peter Pan joins us from 1kx. Peter shares his journey of how he broke his way into the crypto space, his learnings from building Metacartel and Venture DAO, his advice for community builders, and how 1kx thinks about investing in the space. Topics we've discussed include:

- what do you spend most of your time on at 1kx? - you had a pretty atypical investor journey, what are the top 3 learnings that helped you become a better investor from your past life? - how should our. audience think about the investment thesis for venturedao vs that of 1kx? do they overlap and who should they approach - I'm curious, what were the challenges mental model shifts for you when becoming a full-time crypto investor? - I know you are an avid reader, what are the top 3 learnings do you apply in your current views of the space from your time spent reading about cryptography and history? - from our conversation with the community, they have said that you are an amazing community leader. This is something that everyone is actively trying to pursue these days, what do you think about community and what are the top 3 tangible pieces of advice you have for community building?

If you’d like to see more from him, you can follow him on Twitter @pet3rpan. Also, join our new Telegram group in the description below and chat about the latest investing trends and insights from crypto!  https://t.me/joinchat/H7EaO8wnjvzCrodz

Please remember to rate and review our podcast!

Qiao Wang is a Partner at The Defi Alliance. Qiao previously started building a crypto asset information platform at Messari to educate the general public and to assist investors in making better decisions. He is a former quant trader who turned over trillions of dollars worth of equities and futures. In this episode, I talk to Qiao about the thesis and thought behind the creation of the Defi Alliance, the lessons of running an accelerator, Qiao's thoughts on the Defi and NFT Space and more. 

Topics we've discussed include:

- what's the inspiration behind the Defi Alliance? what is it? - what are the top 3 lessons you've learned from running the Alliance? - now that you guys are doing so many more deals, what are some growing challenges and how are you addressing them? - how does the Defi Alliance get hands-on and help founders? how do YOU typically help founders? - from your observation, what are the top 3 criteria for when the Alliance is assessing a project and investing?

You can find him on Twitter @qwqiao

 

For the show today, I'm thrilled to welcome Aaron Wright, co-founder of OpenLaw. OpenLaw conceived LAO and Flamingo DAO, which are the most successful DAOs in the crypto space today. In our conversation, Aaron shares the new Neptune DAO that was just launched this week, the current challenges and opportunities with DAOS, and how he believes DAOs will take over Silicon Valley and Wall Street. Other topics we've discussed:

1) LAO's new DAO that was just launched this week- NeptuneDAO

2) Why DAOs? Where are DAOs going?

3) What's the current structure with DAOs on the backend?

4) How to get into LAO and FlamingoDAO?

You can find Aaron on Twitter @awrigh01

Join our telegram community and share your favorite crypto art! https://t.me/joinchat/ROZYvMlDh-LCrodz

Maple leaf Capital is an anonymous account that is dedicated to investing and building into Web3. In our conversation, we talk about how Maple thinks about defi investing, his experience and criteria for evaluating projects from both East and West, his advice for founders on token distribution and more. 

Topics we've discussed include:

1) How Maple Leaf Capital (MLC) stays plugged into projects from both East and West?

2) How does MLC think about portfolio allocation?

3) how does Maple think about defi investing?

2) how does Maple think about NFTs?

If you’d like to see more from them, you can follow @mapleleafcap

 

Join our telegram community and share your favorite crypto art! https://t.me/joinchat/ROZYvMlDh-LCrodz Jeff started his high-frequency trading career in 2009 at Getco in Chicago and Singapore where he traded on electronic exchanges in all three major time zones, all four asset classes (equities, fixed income, commodities and FX) and three instrument types (cash, futures, and options). He then started his own trading firm Serenity Capital with some friends that focused on Asian traditional equity markets and later transitioned to cryptocurrency trading where he runs a consulting firm FRS that provides market microstructure and trading expertise to some of the largest HFT trading firms in the space. He lives in Dorado, Puerto Rico and bought his first bitcoin in early 2017. Topics we've discussed include:

1) Best advice for traders from finance when entering crypto?

2) Primary differences between traditional HFT trading and crypto trading.

3) How to think about simulations vs real-life trading.

2) Great reading recommendations for traders at ATH seasons.

If you’d like to see more from him, you can follow Jeff @jytang09