Is Cripto a Red Herring Narrative?

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With bitcoin, its am, it's always something else. And any three and the same thing. So, e, i think it kind of works in cripto too. A, but probably a, it's sort of accelerating. We might not even notice that it was a cycle. Cripto will not help to solve inequality. It will create generationa wealth for people with particular skills. But i don't think this will change. I mean, enough. Ah, there's the saying that i always keep repeating, the more things change, the more they remain the same.

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/