Etherium and alts more broadly, i think that they've always just been speculative vehicles for a transfer of wealth and for the ability to gamble. And we're currently on the stage where a theorium is under performing. It's not even under performing just on a risk adjusted basis. It's actually under performing just straight up unjust on numbers,. On qingeko basis, which is insane! Because you demand so more return to take on the risk of owning etherium versus big coin. You're just not getting it now. The best part is that as they realize it, they start piling into big coin, out of alt, out of etherium, which just makes more
Today, I sat down with Su Zhu, who is the CEO and CIO of Three Arrows Capital, as well as LightCrypto.
Light is a real crypto OG and one of the largest and most successful prop traders in this space.
We’ve known each other for two years now and I have tremendous respect for his skill and clarity of thought. He’s usually very secretive, so we are thankful that he has recorded his first-ever interview with us. In this conversation, we go very deep into the process and mindset of trading, as well as Su and Light’s current views on the market and how they are positioned going forward.
My name is Hasu, and I’m a researcher, investor, and writer.
Light https://twitter.com/lightcrypto
Su https://twitter.com/zhusu
Hasu https://twitter.com/hasufl
https://podcasts.apple.com/us/podcast/uncommon-core/