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/

Su Zuho on Twitter @zhusuThree Arrows investmentsUncommon Core podcastOur partner for this stream is Blockfolio. Try a trade on Blockfolio today, plus get all the great portfolio tracking features you already love at https://uponly.tv/blockfolio

Su Zhu, the former CEO of Three Arrows Capital, dives into the shocking $1.5 billion ETH hack from Bybit, exploring its consequences for market security. He shares insights on the $LIBRA launch debacle and discusses whether the Supercycle is still intact. The conversation also touches on the effect of micro-trends in crypto, including notable altcoin resilience and upcoming AI innovations. Finally, they lighten the mood with a fun pasta segment, blending culinary passions with crypto chatter.

Su Zhu, a controversial crypto trader, discusses market cycles, memorable trades, similarities of prior cycles, current market position, dealing with drawdowns, and strategies for growing a crypto portfolio from five to seven figures. The podcast covers resilience in cryptocurrency investing, mastering psychological aspects of trading, guidance for trading and investing, and navigating mental health in the crypto market.

Second Week of July, 2022 ------ 📣JUNO | Crypto Friendly Banking https://juno.finance/bankless  ------ 🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/  🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/  ------ BANKLESS SPONSOR TOOLS:  🚀ROCKET POOL | ETH STAKING https://bankless.cc/RocketPool  ⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum  ❎ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across  🦁BRAVE | THE BROWSER NATIVE WALLET https://bankless.cc/Brave  🌴MAKER DAO | DECENTRALIZED LENDING https://bankless.cc/MakerDAO  🔐LEDGER | SECURE STAKING https://bankless.cc/Ledger  ------ Topics Covered: 0:00 Intro 4:48 MARKETS 7:15 Inflation https://www.wsj.com/amp/articles/us-inflation-june-2022-consumer-price-index-11657664129  Price Increases: https://twitter.com/charliebilello/status/1547198607539011585?s=21&t=e457gZL25lgi6P0Wx43tNQ  9:15 The Dollar Index https://imgur.com/MKEuGPM  11:25 The Market Reacts https://twitter.com/NorthmanTrader/status/1547320884339286018?s=20&t=F5_D0tthgHnIzI-Wrx0zfA  12:15 Long Term Debt Cycle https://twitter.com/RyanSAdams/status/1547063441894023168?s=20&t=0fcQASOqnFpj3VikLD0-qQ  15:18 Leverage and IRS Returns https://twitter.com/kofinas/status/1547585564253122560?s=20&t=lAdodYBFhqn3zSG4739A7w  https://twitter.com/typesfast/status/1547266090794831874?s=21&t=xVDAGNuF4hUXNheiY0iB2g  17:28 JPY and BTC https://twitter.com/CryptoHayes/status/1547539513970393089?s=20&t=vi3nXg-hLmfTeAefjmZFUw  https://twitter.com/kylewaters_/thread/1537183959217414144  19:30 DeFi Treasuries https://twitter.com/darrenlautf/status/1547324258514239489?s=21&t=6UH6BaCJc3hdWyoyi1NzDQ  20:50 Lido Domination https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F44a82f74-2a92-444e-98ba-d5a4a0d3c17a_1920x1289.jpeg  22:00 NEWS 24:30 Celsius Bankruptcy https://www.coindesk.com/business/2022/07/14/celsius-files-for-chapter-11-bankrupcty/  26:30 Celsius DeFi Debts https://twitter.com/RyanSAdams/status/1546924519419514880?s=20&t=DN25Do0S6J6ryEtNdeModg  27:48 Celsius 0xb1 Jason Stone https://twitter.com/0x_b1/thread/1545153652624691200  32:02 Celsius Money Back? https://twitter.com/RyanSAdams/status/1547571532687233024?s=20&t=yTl4oCOBI1yUQX0xhWsKXg  33:00 Su Zhu and StarkWare https://twitter.com/zhusu/status/1546801270014758912?s=20&t=FD5wGwnHHtH6tJZsSNO0gw  36:30 StarkWare Token https://twitter.com/StarkWareLtd/status/1547223754832478209?s=20&t=Bf47hQ2qfHbtscx3jiCxvg  41:30 Vitalik’s New Book https://twitter.com/RyanSAdams/status/1545164294576283649?s=20&t=-oHiYIQR90FvxeAe2F7O0A  44:30 GHO Aave Stablecoin https://thedefiant.io/aave-gho-stablecoin/  49:30 Polygon, Robinhood, Disney Accelerator https://twitter.com/0xPolygon/status/1545022519400271872  https://twitter.com/0xPolygon/status/1547253982133100544  51:04 ENS Domains https://twitter.com/twofivedev/thread/1546505824389963778  56:15 Bill Murray Cool Cat https://twitter.com/coolcatsnft/status/1546705413973966848?s=20&t=Nk6-jMtAwzwtwtE9Ffw2tg  58:30 Gamestop NFT Marketplace https://twitter.com/finestonematt/status/1546917601133076482?s=21&t=KuNjhiGmmcKTyzoZ20uqyg  1:00:38 Michael Saylor Bitcoin https://cointelegraph.com/news/btc-bull-michael-saylor-ethereum-is-obviously-a-security  https://twitter.com/RyanSAdams/status/1546615920046514176?s=20&t=CJ2FC1QB7CkOR_rknfeM0w  RELEASES 1:05:18 sudoAMM https://twitter.com/sudoswap/status/1545535663365165063?s=20&t=z4VF_2nZTstIdLHW3fR9AQ  1:06:30 LensTube https://twitter.com/lenstubexyz/status/1546533325442932737  RAISES 1:07:15 Lightspeed $7 Billion https://www.theblock.co/post/157116/lightspeed-raises-over-7-billion-across-four-funds-launches-new-crypto-native-team  1:07:35 Multicoin $430m Fund https://techcrunch.com/2022/07/12/crypto-focused-multicoin-capital-launches-430m-venture-fund/  1:08:43 LiFi Router https://twitter.com/lifiprotocol/status/1546488975174422530  1:09:34 Chris Dixon Forecaster https://twitter.com/cdixon/status/1546890612393140225  1:10:52 Gnosis Safe https://safe.mirror.xyz/zMPp8uqZpxKgeXotSFv76bd2G8lJTmghH1FDWFm604c  1:12:07 Jobs https://pallet.xyz/list/bankless/jobs  1:14:50 Questions from the Nation https://twitter.com/BanklessHQ/status/1547250346677903361  1:15:56 PoS Wealth https://twitter.com/mefford_jeremy/status/1547301425088266241?s=20  1:22:35 David and Carbs https://twitter.com/RyanSAdams/status/1547251457505869824?s=20&t=LZA3X8WFziRxIq4qlaQA-g  1:26:15 The DeFi Dance https://twitter.com/TrustlessState/status/1546166031890219009?s=20&t=4cEZgAZiUgjHLyHCtdpcUQ  TAKES 1:28:15 Spicy Vitalik https://twitter.com/VitalikButerin/status/1546776356083699712?s=20&t=Oa-t7XlX_fuXyE4sBNpxCg  1:30:00 Become a Millionaire https://twitter.com/TrustlessState/status/1544871855370149889?s=20&t=l7IqrAmRyWavzjdYP7Lk9w  1:31:20 DeFi Worked Great https://panteracapital.com/blockchain-letter/defi-worked-great/  1:31:55 What David’s Bullish On 1:33:05 What Ryan’s Bullish On https://www.nasa.gov/image-feature/goddard/2022/nasa-s-webb-delivers-deepest-infrared-image-of-universe-yet  1:36:50 MEME of the Week https://twitter.com/enjoyoor/status/1545432411630084097?s=21&t=ZOhA6SUWEtnR4i2KOj-e3w  ----- Not financial or tax advice. https://newsletter.banklesshq.com/p/bankless-disclosures 

3rd Week of June, 2022   ------ 📣 NOTIONAL | Real DeFi Yield https://bankless.cc/Notional   ------ 🚀 SUBSCRIBE TO NEWSLETTER:          https://newsletter.banklesshq.com/   🎙️ SUBSCRIBE TO PODCAST:                 http://podcast.banklesshq.com/     ------ BANKLESS SPONSOR TOOLS:    ⚖️ ARBITRUM | SCALED ETHEREUM https://bankless.cc/Arbitrum   ❎ ACROSS | BRIDGE TO LAYER 2 https://bankless.cc/Across   🏦 ROCKET POOL | STAKE YOUR ETH https://bankless.cc/RocketPool   👻 AAVE V3 | LEND & BORROW CRYPTO https://bankless.cc/aave   ⚡️ LIDO | LIQUID ETH STAKING  https://bankless.cc/lido     🔐 LEDGER | NANO S PLUS WALLET https://bankless.cc/Ledger    ------ Topics Covered:   0:00 Intro 3:00 Markets 3:30 BTC Price 4:10 ETH Price 5:35 ETH BTC Ratio 6:35 Crypto Market Cap https://imgur.com/Khft6ly 10:04 ETH Gas Markets https://dune.xyz/hildobby/Gas 11:40 Capital D Depression? 15:40 The 5 Stages of Grief   23:06 The Fed 25:10 Inflation https://twitter.com/srust99/status/1535311767051685891?s=21&t=uylJWSACuCRyhn4c3X_4Pw 27:40 Raising Rates https://www.cnbc.com/2022/06/15/fed-hikes-its-benchmark-interest-rate-by-three-quarters-of-a-point-the-biggest-increase-since-1994.html 31:15 Era of Low Rates https://twitter.com/pythianism/status/1537291975874883585?s=20&t=L-NPx2mHtEVnbQo7zXX9PQ 32:50 It’s a Gift https://twitter.com/ryansadams/status/1537158104114249729?s=21&t=dDY8P_LAR1_l4i7kHtYHsg 34:15 Forced Sellers https://twitter.com/spencernoon/status/1537118361741574146?s=20&t=rFijGueucmaFaUe8vAbFYw   36:30 Celsius Insolvent https://twitter.com/celsiusnetwork/status/1536169010877739009?s=21&t=jPTE4Q71OVuWgL63RjqckQ 38:36 Explaining Celsius https://coinmetrics.substack.com/p/state-of-the-network-issue-159?s=r 44:47 Fake DeFi https://twitter.com/jonwu_/status/1536476104986267648?s=20&t=Vq6402VVpR6g6H27i7Xz4A   53:21 Three Arrows Capital https://twitter.com/coindesk/status/1536993553301266434?s=21&t=BUJLJpC8IiMIFpvOmBVjKg 54:40 3AC Thread https://twitter.com/Danny8BC/thread/1537224378554806272 57:48 Su Zhu Speaks https://twitter.com/zhusu/status/1536876343815983104?s=20&t=HHew8akRu1alggguMYy9NQ 1:00:10 Robert Leshner Take https://twitter.com/rleshner/status/1536928363276812289?s=20&t=CwUW9f9evuUGwa5jRU8XXg 1:00:57 Controversial Meme https://twitter.com/BanklessHQ/status/1536905741763846144?s=20&t=BRC7aGq6m6LGboJZq_OwKg 1:02:15 Not the End https://twitter.com/RyanSAdams/status/1537028975918125057?s=20&t=T-ZfuPh-m06xSIGoR1Xk4Q   1:03:05 Layoffs https://twitter.com/coinbase/status/1536682940347785216?s=20&t=34AeABxOaZm6K4-kgFBJaQ Binance Hiring: https://twitter.com/cz_binance/status/1537013824666095617?s=20&t=L-NPx2mHtEVnbQo7zXX9PQ   1:05:30 Jobs https://pallet.xyz/list/bankless/jobs   1:08:00 NEWS 1:09:30 Optimism Exploit Returned https://thedefiant.io/stolen-op-returned/ 1:11:05 Difficulty Bomb Delay https://decrypt.co/102703/ethereum-core-devs-delay-crucial-difficulty-bomb-for-two-months 1:13:30 NYSE Prez to Uniswap https://twitter.com/Uniswap/status/1537081901839695872?s=20&t=2jKMZplOlLuYaxMvDnp6Lg   1:15:08 NFTs https://thedefiant.io/nft-roundup-goblintown/   1:18:30 Jack Dorsey’s Web5 https://www.theblockcrypto.com/linked/151407/jack-dorseys-bitcoin-venture-tbd-unveils-proposal-for-decentralized-web-platform 1:22:25 Throwing Shade https://twitter.com/pmarca/status/1535375413630840832?s=20&t=Q-9W07htZY811X3QGj6Utw 1:24:18 Coin Center Sues IRS https://www.theblockcrypto.com/linked/151515/coin-center-sues-treasury-and-irs-claims-tax-reporting-rule-unconstitutional 1:25:40 Circle Euro Coin https://twitter.com/jerallaire/thread/1537421727625580545   1:26:20 RELEASES Lens Share: https://twitter.com/apoorvlathey/status/1536428243280007168?s=20&t=KPGASdjLzPuL6mrl8WoddA Hop Claim: https://twitter.com/HopProtocol/thread/1534963591698427909 Seaport: https://twitter.com/opensea/thread/1536756396158599168   1:30:00 Community Questions 1:30:30 stETH Lido https://twitter.com/KristinaKlaudy1/status/1537425505095385089?s=20&t=9J79BYVgOjRrdzG-u4-vOg 1:34:35 ETH Price https://twitter.com/dragondad123/status/1537424723063189505?s=20&t=9J79BYVgOjRrdzG-u4-vOg   1:37:00 TAKES 1:37:20 Government Names https://twitter.com/VitalikButerin/status/1535211774697414660?s=20&t=ggAxpBT3HGy2Kyd0GGws2A 1:39:20 DeFi Takes https://twitter.com/TrustlessState/status/1537111461729902602?s=20&t=Um_PxwyiA4JfqLnUObMuhw https://twitter.com/RyanSAdams/status/1536179744638701570?s=20&t=6MVEsJtRhj-LxWS50gvz2A https://twitter.com/mhonkasalo/status/1536837789345521664?s=20&t=GS6fjA8AGrPT7IASGpmFYg   1:42:18 What David’s Bullish On https://newsletter.banklesshq.com/p/8-projects-im-bullish-on-this-bear 1:45:40 What Ryan’s Bullish On https://twitter.com/ryansadams/status/1537036424507432960?s=21&t=BUJLJpC8IiMIFpvOmBVjKg   1:48:10 MEMEs of the Week https://twitter.com/chrisjbakke/status/1536387971145867264?s=21&t=bY_7p77hrpQbvSu0Rko-IA Transitory https://www.reddit.com/r/wallstreetbets/comments/vapx46/is_that_inflation/?utm_source=share&utm_medium=ios_app&utm_name=iossmf   ----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.   Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

Su Zhu, Co-founder of Three Arrows Capital, shares insights on making & losing billions in crypto, importance of memecoins this cycle, biggest fumbles vs wins, risks of trading vs investments, L1 trade evolution, and more. Discusses ETH ETF, Dogecoin ETF, and future of crypto exchanges.

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/

Former CEO Su Zhu joins the Lads to discuss market cycles, ETH vs L1s, SBF's situation, and a Pasta of the Week segment. Insights on cycle theory, Doge coins, life lessons, being a main character, prison thoughts, and the possibility of a Supercycle