Cryptocurrency Investing

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

When people expect it to happen, it can become a sol fulfilling prophecy. If enough people wait for it to happen, then when bitgon will grow high enough. We now, some people may just, you know, make it happen by having, ich, a trigger finger and selling they lold. So it is actually very hard to bet against this narrative. Not not the objective reality that makes sense, that crypto is here to stay in and to change the world in a meaningful way. But the narrative is still very strong among many, even big bag holders,. That may turn the tiht just by soming, you you're betting against a very powerful, ironic name of this

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/