Wallfacer Labs Podcast

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

December 01, 2023 Wallfacer Labs Episode 4
#4: @TheSkyHopper, Bastion Trading: Building a trading firm, trading post-FTX, DAO activism/RFV trades
Wallfacer Labs Podcast
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Wallfacer Labs Podcast
#4: @TheSkyHopper, Bastion Trading: Building a trading firm, trading post-FTX, DAO activism/RFV trades
Dec 01, 2023 Episode 4
Wallfacer Labs

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?

Show Notes

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?