이 에피소드에 관해
Recorded live at the Out East Summit, Avi sits down with Evgeny Gokhberg, founder and CIO of Re7 Capital, one of the last market-neutral funds still managing serious capital in crypto. We discuss his decade in TradFi trading emerging markets — shorting Chinese real estate through Australian iron ore, trading Egyptian stocks after the Arab Spring, why he left a comfortable seat to "1000x" his career, the DeFi "aha" moment when crypto finally had real businesses to value, how Re7 earns yield by doing what banks do (market-making and lending, now on tokenized stocks like Nvidia), what a DeFi vault actually is and who's investing in them, why he never touched Luna and why Michael Saylor isn't the same trade, and the real AI risk to DeFi — which has nothing to do with AI breaking smart contracts. Enjoy!
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Timestamps:
(00:00) Coming Up on 1000x...
(00:53) One Of The Last Market-Neutral Funds In Crypto
(02:17) Shorting China, Trading Egypt After The Arab Spring
(07:43) How AI Is Distorting Research (And Who It Fools)
(12:16) Why He Left TradFi To "1000x" His Career
(16:23) The DeFi Aha Moment & How Yield Actually Works
(22:01) Doing What Banks Do: Market-Neutral On Tokenized Nvidia
(27:53) Surviving Luna, Saylor & The Real AI Risk To DeFi
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
