Video Description
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...
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