
Su Zhu from Three Arrows Capital on the Crypto Super Cycle
UpOnly: Chats with Crypto Experts
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Cryptocurrency
If the credit market, if mackro really took a huge ship like cirpda, wiuld not be unaffected by that. I consider this dump mainly driven by mackero. Ne people generally concern about yields, ratesow. If the 30 year rate goes up a lot, then theres ging to be a nedric selling of bid coin. So i dont rule out things that can happen, but i kind of think like you'll see a lot of warning signs if that were to happen.
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