Crypto Market Wizards

Arthur Cheong discusses his crypto journey from "trenching" in the SNX discord in the deep 2018-19 bear market, running his fund up to 9 figs in 2020-21, drawing down 90%, to where he is now. Arthur's story is one of resilience and grit, and resembles how anyone can make it in crypto as long as you work hard and believe in yourself. We discuss traits that make up a great trader, lessons from hard times, and how a retail investor can "make it" this cycle.Guest's Twitter/X: https://x.com/arthur0xRecorded October 5, 2026 in Singapore for Token2049Join the HFA Premium Discord: https://whop.com/humble-farmer-armyFree Newsletter: https://hfaresearch.substack.com/New Channel: https://www.youtube.com/@FarmerTaikiTaiki's Twitter: https://twitter.com/TaikiMaeda2HFA Research Twitter: https://twitter.com/HFAresearchPODCASTS:Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqASteady Lads: https://www.youtube.com/@0xSteadyLadsTimestamps:0:00 Bull Market or Bear Market?3:40 Running 8 Figs to 9 Figs in 2020-2111:57 Drawing Down 90% in 202223:12 Bull Market Playbook33:15 ZEC and Bitcoin41:30 Is HYPE Overvalued?48:50 Why NEAR is this Cycle’s Winner56:00 “You’re Only as Good as Your Last Trade”1:01:38 Are Great Traders Born or Made?1:07:38 Identifying Edge & Position Sizing1:15:22 $100k to $1M and $1M to $10M1:21:00 How to Make it This CycleMY VALUES:QUALITY OVER QUANTITYA lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads.On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a CEX ref-link.PREMIUM RESEARCHHFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Kyle Soska (https://x.com/SoskaKyle) discusses his journey in crypto from being an academic researcher to a successful trader. He shares how he teamed up with Flood (https://x.com/ThinkingUSD) and how they complement each other; he also talks about the famous Hyperliquid trade, where they bid $HYPE with huge size on TGE night.We also discuss the Eigenlayer twitter/X spaces that got them to sell all their ETH, and other words of wisdom/advice on how one can succeed as a trader in crypto. Hope you enjoy!Eigenlayer twitter spaces: https://x.com/ebisu_finance/status/1777728343716360494?s=46 Recorded October 6, 2026 in SingaporeTimestamps:0:00 Bull or Bear Market?2:49 Kyle’s Journey into Crypto8:44 “Would You Be Right or Make Money?”15:52 Teaming up with Flood21:01 The Famous $HYPE Trade36:02 Bitcoin and the Quantum Problem43:20 Zcash vs Bitcoin46:30 Selling All Their ETH52:53 Crypto’s Real PMF1:00:05 Are Great Traders Born or Made?1:11:11 Memorable Trade (A Painful One)1:21:39 Cycle Skip Theory vs 4 Year Cycle1:26:50 Midcurve Traps & Onchain Metas1:31:40 Hardest Lessons & How to Make It1:37:55 Managing Tilt & the Art of Selling1:49:02 Regrets and Final Words of WisdomMY VALUES:QUALITY OVER QUANTITYA lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads.On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a CEX ref-link.PREMIUM RESEARCHHFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Jez (https://x.com/izebel_eth) discusses how crypto's PMF is financial speculation, and how one can make money off of his "long degeneracy" thesis. He shares lessons learned from past blowups and how a retail investor can navigate the MMORPG that is crypto.He also explains the mechanics behind his new experimental project, papertrade (https://x.com/papertrade_xyz) on HyperEVM. He's a great example of a degen making it in crypto, and we can all learn a thing or two from Jez about building conviction. After all, why would you ever put capital behind your second best idea?Recorded October 6, 2026 at Token2049 in Singapore.Join the HFA Premium Discord: https://whop.com/humble-farmer-armyTaiki's Twitter: https://twitter.com/TaikiMaeda2HFA Research Twitter: https://twitter.com/HFAresearchPODCASTS:Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqASteady Lads: https://www.youtube.com/@0xSteadyLadsTimestamps:0:00 Bull or Bear Market?3:51 How Jez Got into Crypto10:20 Long Degeneracy18:21 Building Conviction & Risk Management28:37 Importance of Finding Your Group34:07 Learning from Past Blowups41:48 Launching papertrade55:48 Are Great Traders Born or Made?1:01:31 Most Memorable Trades1:07:20 Why is Leverage so Addicting?1:10:26 How to Make it This Cycle1:22:45 Final Words of AdviceMY VALUES:QUALITY OVER QUANTITYA lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads.On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a CEX ref-link.PREMIUM RESEARCHHFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Today you'll be listening to two washed DeFi midcurvers discuss our takes on where we are in the cycle. These two gooners will discuss the importance of selling and why it's important to normalize your crypto gains because crypto really does warp the value of your money.We discuss why crypto is a butthole, and why selling should be something you enjoy. Who cares what other people think of you, just elevate your lifestyle and change your life.Guest's Twitter: https://x.com/AgentChudJoin the Humble Farmer Army: https://whop.com/humble-farmer-armyFree Newsletter: https://hfaresearch.substack.com/New Channel: https://www.youtube.com/@FarmerTaikiTaiki's Twitter: https://twitter.com/TaikiMaeda2HFA Research Twitter: https://twitter.com/HFAresearchPODCASTS:Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqASteady Lads: https://www.youtube.com/@0xSteadyLadsTimestamps:0:00 Where are we in the Cycle?8:58 Odds of a Market Top?14:10 Dealing with Underperformance25:05 How Cycles Have Changed30:10 How to Take Profits (Crypto is a Butthole)41:05 Thoughts on DeFi & Farming50:42 How to Make it This Cycle1:05:21 Crypto Warps Your Sense of Money1:08:57 Managing your Dopamine Addiction1:17:02 Elevating Lifestyle1:24:47 Selling = Post Nut Clarity1:30:00 Coming Back after Hitting Rock BottomMY VALUES:QUALITY OVER QUANTITYA lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads.On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link.PREMIUM RESEARCHHFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Today I'm joined by Jez to discuss his journey from TradFi to becoming a successful crypto degenerate. We discuss how to recover from blowing up, why he prefers to full-port one bag when it comes to bet sizing, and how to win the crypto MMORPG. Guest's Twitter: https://x.com/izebel_eth Jez's Crypto MMO Article: https://oldcoinbad.com/p/a-starter-guide-to-the-crypto-mmo Jez's Poker Hand History: https://www.worldpokertour.com/live-update/hands-37-38-colin-hong-eliminated-in-7th-place-186000-prime-wpt-prime-championship-season-2024-4-1600000-800000-1600000 Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Timestamps: 0:00 Jez's Background 4:26 How to Be Win in Crypto 11:17 Founder Intuition (RLB, HYPE) 17:01 Knowing When to Cut Bags 21:56 Bet Sizing & Full Porting 26:09 Bouncing Back from Blow Ups 34:08 Thoughts on AI Meta 41:25 Where are we in the Cycle? 45:40 How to Make It in 2025 52:18 Kelly Criterion 56:22 Hyperliquid Thoughts 1:01:14 Winning $186k in a Poker Tournament 1:13:15 Final Advice MY VALUES: QUALITY OVER QUANTITY A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads. On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link. PREMIUM RESEARCH HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Today I'm joined by Kel to discuss his journey from joining Messari out of college and now becoming an independent trader. We discuss why we think the AI meta is the trade of the cycle and talk about ai16z, Zerebro, Fartcoin, Alchemist, and GOAT. We also discuss how to bet on yourself, dealing with dark moments, and enjoying bull markets. Guest's Twitter: https://x.com/kelxyz_ Kel's Substack: https://kelxyz.substack.com/ Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Timestamps: 0:00 Kel’s Background 3:08 Market Opportunity for the AI Omegacycle 8:24 Asymmetry & Inversion Theory 11:30 Investment Frameworks for AI 15:50 ai16z 18:36 Zerebro 21:38 Alchemist 23:26 Fartcoin 32:38 GOAT 40:50 Types of Agents with Value Capture 46:03 Unicorn Fart Dust 52:03 Betting on Yourself 57:13 Dealing with Dark Moments 1:04:34 How to Make it

Today I'm joined by David Gilz to discuss his journey from losing it all to making it all back by grinding in the markets. We discuss why we think the AI meta is the trade of the cycle and talk about ai16z, Zerebro, Fartcoin, and GOAT. He also discusses the art of not coping as a trader. Guest's Twitter: https://x.com/d_gilz Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Timestamps: 0:00 David's Origin Story 6:09 Guide to Making Money in a Bull Market 14:41 Understanding Market Regime 17:58 Why AI is the Trade of the Cycle 28:29 What Happens to GOAT? 31:26 How Big can AI Coins Get? 41:35 When to Sell? 50:29 How to Make It This Cycle MY VALUES: QUALITY OVER QUANTITY A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads. On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link. PREMIUM RESEARCH HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Today I was joined by Ejaaz to discuss how big the AI Omegacycle can get. We discuss the mental frameworks to use to spread bets across the meta and how to trade these boom and bust cycles. Guest's Twitter: https://x.com/cryptopunk7213 Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Timestamps: 0:00 Ejaaz's Backbround 2:00 Fartcoin and GOAT 10:52 How Big Can the AI Omegacycle Get? 17:07 Categorizing AI Coins 23:45 How to Bet on the AI Omegacycle 39:27 When Do You Sell? 46:46 How to Make it 52:05 Advice to Younger Self MY VALUES: QUALITY OVER QUANTITY A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads. On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link. PREMIUM RESEARCH HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

Today I was joined by Nachi, a top 10 trader on Binance making over $64M, discuss overcoming trauma, the Memecoin Supercycle, and the AI agents meta. I recorded this on my Macbook on bad wifi so sometimes I freeze up lol. Guest's Twitter: https://x.com/alphawifhat https://www.theblockbeats.info/en/news/55630 Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Nachi’s Story 7:06 Where are we in the Cycle? 12:58 Memecoin Supercycle Thesis 19:30 AI Memecoin Thesis 27:02 Building Conviction & Sizing into Trades 36:34 Overcoming Adversity 44:11 Characteristics of Home Run Trades 52:02 How to Make it This Cycle

Today I have the great Murad on my channel to discuss the Memecoin Supercycle. Why it's happening, and why it will continue. Join the Humble Farmer Army: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFA Research Twitter: https://twitter.com/HFAresearch PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: 0:00 Where are we in the Cycle? 4:20 Memecoin Supercycle Thesis 12:18 Why do people resist Memecoins? 21:50 CEXes listing Memecoins 23:27 What does Murad do everyday? 28:08 Murad's List 32:18 AI Memecoins 41:18 Memecoins having a "Cult Premium" 43:44 The People will Buy Memecoins 46:30 How to Make it This Cycle 50:04 How to Win in Crypto 55:26 How to Stop Midcurving Memecoins