The Permabable or the Ultimate Bullrun?

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If the, let's say, i tiat will be like, getting less and less valuable, then if we measure everything in it, then the bubbles are infinite. I haven't stumbled upon anyone that would actually be able to argue that. Andit's pretty independent, i think. And it's pretty risky as well. Am, an am, this is not anything new. We thould definitely talk about talk about more.

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/