Hasu

Listen to conversations between two veterans of the crypto industry: Su Zhu, CEO and CIO of Three Arrows Capital, and Hasu, Strategy lead at Flashbots. Exploring the big ideas in crypto from first principles. In this episode: The state of our macroeconomy  Destruction of the nation-state  The rise of the Sovereign Individual  How crypto fits into all of this SUBSCRIBE to the Podcast Apple Podcast https://podcasts.apple.com/us/podcast/uncommon-core/id1517659188?uo=4 Spotify https://open.spotify.com/show/3vuV292Him90EjQ5YL4XIw Youtube https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8yNTc4ZDVhMC9wb2RjYXN0L3Jzcw== Other https://anchor.fm/uncommoncore FOLLOW your hosts Su Zhu https://twitter.com/zhusu Hasu https://twitter.com/hasufl Our homepage and mailing list https://uncommoncore.co/podcast/ Transcripts, if available https://uncommoncore.co/blog/

In this episode What the “Crypto Villain of the Year” thinks about his image The arguments for Ethereum’s scaling roadmap The arguments for Alt L1s to out-scale Ethereum What parallels to BTC maximalism Su sees in the ETH community 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. SUBSCRIBE to the Podcast Apple Podcast https://podcasts.apple.com/us/podcast/uncommon-core/id1517659188?uo=4 Spotify https://open.spotify.com/show/3vuV292Him90EjQ5YL4XIw Youtube https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8yNTc4ZDVhMC9wb2RjYXN0L3Jzcw== Other https://anchor.fm/uncommoncore FOLLOW on Twitter Su Zhu https://twitter.com/zhusu Hasu https://twitter.com/hasufl Our homepage and mailing list https://uncommoncore.co/podcast/ Transcripts, if available https://uncommoncore.co/blog/

In this episode, we explore Jon’s journey into crypto and our mutual passion for research and the writing process. We then give an overview over the key areas of crypto infrastructure today. Finally, we zoom into rollup decentralization roadmaps, and Jon shares a controversial new thesis about sequencer decentralization. __ Timestamps: (00:00) Intro (02:42) Interview start (03:44) Jon's work week (08:04) ChatGPT & writing (10:57) Jon's start in crypto (14:45) How to pick things to work on (17:08) Outsider's perspective on crypto (19:05) Jon's research process (22:00) Jon's proudest moment in crypto (23:06) Crypto Infrastructure overview (29:58) Why crypto infrastructure is interesting (35:57) Rollup decentralization overview (42:44) Challenges decentralizing the sequencer (47:46) Ethereum vs Cosmos approach to governance & decentralization (53:35) User ability to opt out (56:37) Staking vs. governance deciding sequencers (01:08:31) L3s (01:13:34) Superchain (01:16:38) Summary of rollup decentralization (01:21:08) Outro __ Hasu - https://twitter.com/hasufl Jon Charbonneau - https://twitter.com/jon_charb UCC2 - https://twitter.com/UCC2_xyz Website - https://ucc2.xyz __ Disclaimer: The material and information presented in this podcast is for general informational purposes only and should not be considered investment advice. The views, thoughts, and opinions expressed in this podcast are solely those of the speakers and are not the views of any entity or other person with whom the speaker is affiliated, including, without limitation, DBA Crypto, LLC. The “DBA Crypto” name and all forms thereof are the sole property of its owner, and its use does not imply endorsement of or opposition to any specific organization, product, or service.

In this episode, we chat with Hasu and Sam Kozin (Lido) about Lido governance and the LDO <> stETH Dual Governance proposal. Due to Lido's key role in Ethereum, a major goal is to make the protocol more resilient from both a technical and governance perspective. We go through some of these governance initiatives, and discuss the LDO + stETH dual governance proposal, which better aligns incentives between the DAO and stakers. We also cover Lido's future roadmap and the other ways Lido will evolve. --- LDO + stETH Dual Governance 

In this discussion, Hasu, a prominent figure in the Ethereum ecosystem, delves into liquid staking's transformative role in the crypto space. He analyzes the challenges posed by centralized exchanges and regulatory concerns while advocating for Lido's innovative, modular architecture. The conversation touches on institutional staking trends and Ethereum's contentious issuance debate, emphasizing decentralized governance and the evolving landscape of staking products. Hasu also teases the upcoming GOOSE-2 proposal, hinting at exciting developments for Lido v3.

Hasu, a crypto-economic researcher at Paradigm and strategist at Flashbots, dives into the complexities of DeFi tokens and DAO governance. He discusses the urgent need for improved governance structures to protect investors and recover from market downturns. Hasu explores the disconnect between protocol success and token stagnation, regulatory concerns, and the alignment of interests within DAOs. With insights on treasury management and the application of traditional business principles, he offers pathways to more effective decentralized governance.

Today, we welcome Jordi Alexander, a former professional poker player turned macro trader turned crypto trader.  Jordi competes in the Mind Sports Olympiad and is an expert in games and game theory in general.  Together we discuss How to pick up new games and improve How you can apply game theory to the crypto markets What Jordi and Su think about the market, especially the role of Bitcoin & Ethereum Why Su is Doge-pilled and whether he can convince us of his thesis Enjoy! 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. SUBSCRIBE to the Podcast Apple Podcast https://podcasts.apple.com/us/podcast/uncommon-core/id1517659188?uo=4 Spotify https://open.spotify.com/show/3vuV292Him90EjQ5YL4XIw Youtube https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8yNTc4ZDVhMC9wb2RjYXN0L3Jzcw== Other https://anchor.fm/uncommoncore    FOLLOW on Twitter Su Zhu https://twitter.com/zhusu Hasu https://twitter.com/hasufl  Our homepage and mailing list https://uncommoncore.co/podcast/ Transcripts, if available https://uncommoncore.co/blog/

Join the discussion on MakerDAO's endgame with Vance, Mark, and Hasu. They delve into the bull case for Maker, including the subDAO structure and token farming incentives. Challenges in igniting demand for DAI and competing with stablecoins like USDC are debated. Explore the evolution of MakerDAO, fair launch systems in crypto, and growth strategies for DAI. Discover the future of decentralized stablecoins and MakerDAO's impact on the market.

Hasu, an independent researcher in crypto and strategic advisor to Lido, joins the conversation to explore Lido's significant stake in Ethereum. He tackles concerns about centralization, questioning if the perception of Lido is unfair. The discussion includes the implications of Lido controlling over 30% ETH, governance challenges, and strategies to maintain decentralization. Hasu also delves into the potential risk of Lido becoming too dominant and what it means for the future of Ethereum's staking landscape.

Hasu, strategy lead at Flashbots and advisor to Lido, teams up with Tarun Chitra, founder of Gauntlet, to dissect the world of staked ETH (stETH). They discuss Lido's impact on liquid staking, unraveling its market dominance. The duo explains why stETH isn't mispriced and the risks it faces, especially during liquidity crises. They also delve into the implications of the Ethereum Merge for stETH liquidity and the complex governance needs as Lido grapples with market fluctuations. Insightful and engaging, this conversation navigates the intricate landscape of decentralized finance.