Investing in Stock Markets - It's Not a Science, but an Art

4min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

The best stories in history are those that are being told all over again, right? So that is also a lesson. We should look at value investingi warrant bappets as a mean as well and then try to try to re define the fundamentals. Because i think the fundamentals can be defined only a exposed in like this, you know, a paradime, shif the whord ever yoone call itso i think that's the lesson.

Today, Su and I are sitting down with Matti and Fiskantes of Zee Prime Capital. These two have consistently been among my favorite people to follow on Crypto Twitter, so I’m very glad that they agreed to have this conversation with us.

In fact, we ended up talking for so long that we have to release the episode in two parts. In this first half, we covered

The value of Crypto Twitter in finding and spreading ideas
Zee Prime’s unique investment thesis and how it is to be an outsider in the VC space
How mimetics and reflexity shape crypto markets
Whether the current crypto cycle will be the last

Hope you enjoy this conversation, I know I did.

Zee Prime's Investment Thesis https://twitter.com/mattigags/status/1353668468776824840?s=20

Matti's article "On Reflexivity & Imitation" https://insights.deribit.com/market-research/on-reflexivity-and-imitation/

Su Zhu https://twitter.com/zhusu

Hasu https://twitter.com/hasufl

Our homepage and mailing list https://uncommoncore.co/podcast/