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Arthur Cheong

Founder, DeFiance Capital

Search every verified Arthur Cheong interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Arthur Cheong, CEO and CIO of DeFiance Capital, spoke at TOKEN2049 Singapore in October 2026, advocating for active management in cryptocurrency markets. He cited data showing that major assets like Bitcoin, Ether, and Solana declined by 24%, 30%, and 36% respectively over the prior 12 months following a record $19 billion liquidation event, while selected tokens such as Zcash, Hyperliquid, and Near posted gains of 483%, 145%, and 114% during the same period. Cheong argued that these returns favor active selection over passive beta, emphasizing the need to re-underwrite investment theses amid new facts and to size positions to withstand drawdowns. In a separate podcast recorded in Singapore on October 5, 2026, Cheong discussed his personal experience in the crypto industry, describing 2022 as the worst year of his life due to significant losses and industry turmoil. He expressed a belief that the bear market has ended and a new cycle is beginning, while advising investors to decide their desired crypto allocation and avoid frequent rebalancing. He also commented on Hyperliquid, stating that its execution has been consistently strong and that he sees no current concerns, despite an unresolved relationship with Trade XYZ.

Recent appearances

Notable quotes

“I think that you usually historically when you do long/short you usually expect to make money on one side of your trade, like your other side is just like you want to be delta neutral. But you are usually going to lose money on a short side if you're in a bull market. But I think this year in both equities and crypto, I think you can actually make money both on a long leg and a short leg because there are some projec”

“I think that this is a year where I think on the street, probably more than 80% of the liquid funds I know, hedge fund liquid funds I know on crypto, they outperform Bitcoin and ETH. And so because I think year to date they are still down and I think year to date most of the crypto funds I know is like up from 20 to 100%. And this is also a good way for us to justify why you should get an expert to manage the book fo”

“So here's the same 12 months, same market side by side. In the blue, you have the passive, the majors. Bitcoin down 24% yeah, and ether and so more. And the three tokens I'll use as a case study today Zcash up 483%, Hyperliquid up 145% and near up 114%. And all three of them had a market cap of above a billion dollar uh at the day of the washout. So these are not micro caps or as I like to call it that you couldn't b”

“The growth is no longer in all the biggest assets and major. I'll show you the number first. Then walk through three case studies and close with why I think what active management means today. So, I mentioned just now, more than 19 billions were liquidated in 1 day. The normal reaction might be, 'Okay, this is a reset, flush the leverage. We will come back higher again on the majors.' And 12 months later, Bitcoin is ”

“I think 2022 is still the worst year of my life so far. I don't think it can be beaten. I hope it's not. It's just a whirlwind of bad news, right? I think that it's kind of similar. I mean, obviously I got hit quite hard, but I think a lot of people in the industry kind of went through similar stuff as well. There was first of all, I think DeFi coin really start underperforming from a second half of 2021 onward. It w”

“I think the bear market has ended. I think we are starting a new cycle. Looks like a bull market to me right now. I think first of all this rally is kind of unexpected. I think that obviously there's a few people who caught the bottom who think that the market bottom around like June July but I think if you look at the industry fundamentals like the macro there was a lot of thing to be concerned in the macros front l”

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