In this special Singapore conference edition of Level Up, David and Sean speak with three influential voices across digital assets and institutional investing. Rebecca Woo, Managing Director at Farro Capital, discusses how traditional allocators are approaching digital assets within long-term portfolios. Arthur Cheong, founder of DeFiance Capital, shares perspectives on emerging DeFi opportunities and brand-driven digital assets. Finally, David Schamis, Founding Partner of Atlas Merchant Capital and CEO of Hyperliquid Strategies Inc., breaks down the strategy behind launching a DAT for Hyperliquid and how institutions are beginning to access this evolving ecosystem.

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Key Points From This Episode:

[00:00:00] Show introduction
[00:01:35] Rebecca Woo introduces Farro Capital and its multi-asset strategy
[00:04:13] Evaluating liquid vs. illiquid digital asset opportunities
[00:08:27] Comparing digital asset strategies to traditional hedge and venture funds
[00:10:17] The challenge of defining alpha in crypto markets
[00:14:21] Low institutional adoption due to structural access challenges
[00:15:54] Arthur Cheong introduces DeFiance Capital and focus on DeFi
[00:16:46] How DeFi has evolved and what's needed for mass adoption
[00:17:42] Investment strategy spanning liquid tokens and venture opportunities
[00:19:17] High-growth areas: perpetual DEXs and stablecoins
[00:22:51] Arthur’s thesis on Pudgy Penguins and meme-based tokenization
[00:26:48] David Schamis on bridging private equity and crypto via Hyperliquid
[00:28:18] Launching the first major DAT structure for a crypto-native exchange
[00:32:25] Addressing supply/demand dynamics around token unlocks
[00:36:05] NAV growth through staking and potential ecosystem participation
[00:38:14] Hyperliquid’s community-first model and long-term positioning

Links:

The Medici Network: https://www.medici.network/ 

Podcast Site: https://levelup.medici.network/ 

Interested in being a Guest? Connect with Elmira on X: https://x.com/elmira_yilham 

Co-Hosts

David Grider, Finality Capital – https://x.com/David_Grid

Sean Farrell, Fundstrat Global Advisors – https://x.com/SeanMFarrell

Guests

Rebekah Woo, Farro Capital
https://www.linkedin.com/in/rebekah-woo-cfa-caia-8725254/ 

Arthur Cheong, DeFiance Capital
https://x.com/Arthur_0x

David Schamis, Hyperliquid Strategies Inc. / Atlas Merchant Capital
https://x.com/dschamis

Editing by The Podcast Consultant  – https://thepodcastconsultant.com/