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/arthur0x
Recorded October 5, 2026 in Singapore for Token2049
Join the HFA Premium Discord: https://whop.com/humble-farmer-army
Free Newsletter: https://hfaresearch.substack.com/
New Channel: https://www.youtube.com/@FarmerTaiki
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 Bull Market or Bear Market?
3:40 Running 8 Figs to 9 Figs in 2020-21
11:57 Drawing Down 90% in 2022
23:12 Bull Market Playbook
33:15 ZEC and Bitcoin
41:30 Is HYPE Overvalued?
48:50 Why NEAR is this Cycle’s Winner
56:00 “You’re Only as Good as Your Last Trade”
1:01:38 Are Great Traders Born or Made?
1:07:38 Identifying Edge & Position Sizing
1:15:22 $100k to $1M and $1M to $10M
1:21:00 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 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.