Uncommon Core 2.0

We are super hyped to bring you our conversation with Richard Galvin, one of the best performing VCs of the last years and frontrunner to the DeFi opportunity. In this episode, Richard and Su make the most condensed case for Defi that I've heard to date. In this episode, we covered Richard’s history on Wall Street Why crypto is in a megatrend How he goes from thesis to investment Why society needs finance How Defi improves on traditional finance; and the best investment opportunities inside Defi Richard Galvin https://twitter.com/richwgalvin Su Zhu https://twitter.com/zhusu Hasu https://twitter.com/hasufl Our homepage and mailing list https://uncommoncore.co/podcast/

This is part two of our conversation with Matti and Fiskantes of Zee Prime Capital. While the first half was more philosophical in nature, this time we talked exclusively about different blockchain projects and how they might connect to each other in the future. I believe that with gas fees in Ethereum being as high as they, the advent of sharding and layer two solutions, and the first credible Ethereum competitors like Polkadot, Cosmos, and Solana coming to mainnet, this topic has never been more relevant. In this episode, we covered Why Zee Prime invests in Polkadot and its ecosystem Different approaches to interoperability Binance Smart Chain What role Bitcoin and Ethereum will play in a multi-chain future Part 1 of 2 https://anchor.fm/uncommoncore/episodes/20-Matti-and-Fiskantes-of-Zee-Prime-Capital---Part-1-eqfb0m Su Zhu https://twitter.com/zhusu Hasu https://twitter.com/hasufl Our homepage and mailing list https://uncommoncore.co/podcast/

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/

Today, Su and I discuss the rise of WallStreetBets and financial populism in general. As one of the most experienced market participants I know, Su has a unique perspective on the story behind the GameStop short squeeze. We explore why he thinks it is going to end in tears for small investors, which invisible rules of the traditional financial system have been laid bare for everyone to see, and how all of this massively validates crypto and Defi going forward. Su Zhu https://twitter.com/zhusu  Hasu https://twitter.com/hasufl  Our homepage and mailing list https://uncommoncore.co/podcast/

This is Part Two of our conversation with Arthur0x on the Top 20 Defi (Decentralized Finance) coins by market cap. Arthur0x went from being one of the earliest users and investors at Synthetix, Aave, and Kyber, to running the largest Defi-focused fund in all of Asia. Arthur0x https://twitter.com/Arthur_0x Defiance Capital https://twitter.com/DeFianceCapital Su Zhu https://twitter.com/zhusu Hasu https://twitter.com/hasufl Our homepage and mailing list https://uncommoncore.co/podcast/

After our episode on the top 20 crypto coins by market cap, we got a lot of requests to do one for Defi as well. For that discussion, we brought in one of the foremost experts on Defi. Arthur0x went from being one of the earliest users and investors at Synthetix, Aave, and Kyber, to running the largest Defi-focused fund in all of Asia. Arthur0x https://twitter.com/Arthur_0x Defiance Capital https://twitter.com/DeFianceCapital Su Zhu https://twitter.com/zhusu Hasu https://twitter.com/hasufl Our homepage and mailing list https://uncommoncore.co/podcast/

Today, I’m sitting down with Su Zhu, my friend and co-host, and Josh, of Orthogonal Trading. Josh is one of the biggest and most experienced options traders in crypto and joined us for a very interesting and wide-ranging conversation. Together, we touched on topics like how options work differences between options and futures Different strategies for using them in crypto as well as what Josh thinks about options trading platforms in Defi Resources: https://www.optiontradingtips.com/options101/payoff-diagrams.html https://www.payoffcharts.com/  https://www.investopedia.com/trading/getting-to-know-the-greeks/ Orthogonal Trading https://twitter.com/OrthoTrading Su Zhu https://twitter.com/zhusu Hasu https://twitter.com/hasufl Our homepage and mailing list https://uncommoncore.co/podcast/

When our scheduled guest had microphone issues, Su and I decided to record an improvised episode for you guys instead. In this one, we go through all the coins in Coingecko's Top 20 by market cap and discuss our thoughts and predictions for them going forward. Su Zhu https://twitter.com/zhusu Hasu https://twitter.com/hasufl Our homepage and mailing list https://uncommoncore.co/podcast/

Today, I’m not only joined by a very special guest, but the format of this episode is highly unusual as well! I interviewed the man who goes by the name @DegenSpartan on Twitter and who is one of the biggest and most enigmatic Defi investors there is. I have wanted to have him on for a long time, but there was one problem: DegenSpartan, or DS in short, is fully pseudonymous and did not even want to have his voice known. So we looked for a solution and ended up doing a text interview instead. Then I got Patrick McCorry (@paddypisa on Twitter) to speak the part of DS in the final recording, while I spoke my own part. At this point, I want to give a huge thank you to everyone who reached out to us on Twitter and offered their help to make this episode a reality. I get that this isn’t your average podcast, and you can go and read the text interview instead if you want, but I think Paddy did a fantastic job and the final product came out great. Please enjoy! Discussed in this interview: DS: Degenerate or prudent investor? How he managed to recognize (and sell) the top in Defi His approach to investing Becoming Synthetix' patient zero Why he dislikes Maker, YFI, and governance tokens in general and more! Links: Subscribe to our mailing list for transcripts and other bonus content: https://uncommoncore.co/  DegenSpartan https://twitter.com/DegenSpartan Hasu https://twitter.com/hasufl  Patrick McCorry (as DS): https://twitter.com/paddypisa

Today, I sat down with Su Zhu, who is the CEO and CIO of Three Arrows Capital, as well as LightCrypto.  Light is a real crypto OG and one of the largest and most successful prop traders in this space.  We’ve known each other for two years now and I have tremendous respect for his skill and clarity of thought. He’s usually very secretive, so we are thankful that he has recorded his first-ever interview with us. In this conversation, we go very deep into the process and mindset of trading, as well as Su and Light’s current views on the market and how they are positioned going forward.  My name is Hasu, and I’m a researcher, investor, and writer. Light https://twitter.com/lightcrypto Su https://twitter.com/zhusu Hasu https://twitter.com/hasufl https://podcasts.apple.com/us/podcast/uncommon-core/