A, yes. So what are some rebertors that you're going down right now that haven't led to any investments yet so well? i guess one really interesting thing that came out recently was, dave white just published basically a new financial product called everlasting options,. based on funding rates and to re roll options rather than needing to exercise them at discreet points in time. Ihink itwas interesting for a couple of reasons. First, you know, a deep rabbit hole that he came out of with a potentially an entirely novel financial product - drawing on some of the concepts that we have spent a lot of time thinking about.
Su is sitting out today, and I instead welcome Charlie Noyes and Georgios Konstantopoulos of Paradigm, one of the largest investment funds in crypto.
We cover a lot of ground in this episode, including:
How Paradigm can so consistently identify and back the category-defining protocols and companies in crypto
MEV and how it can be mitigated, including some actionable advice on how you can avoid getting sandwich-attacked today
The new features and remaining challenges of Uniswap v3
Paradigm’s thesis for Cosmos and why each blockchain should adopt the IBC protocol
Whether Bitcoin's value proposition is still intact at a time where Bitcoin dominance is at an all-time low
Our personal “wishlists” for Bitcoin improvement proposals, and
whether Bitcoin will ever go to PoS
Listen to conversations between Su Zhu, the CEO and CIO of Three Arrows Capital, and Hasu, an experienced crypto researcher and writer. Together with occasional guests, we explore the transformative nature of trust-minimized currency and financial services.
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