21 episodes

Exploring the big ideas in crypto from first principles. Hosted by Su Zhu, the CEO and founder of Three Arrows Capital, one of the leading trading firms in crypto, and Hasu, a crypto researcher and writer.

Uncommon Cor‪e‬ Uncommon Core

    • Investing
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Exploring the big ideas in crypto from first principles. Hosted by Su Zhu, the CEO and founder of Three Arrows Capital, one of the leading trading firms in crypto, and Hasu, a crypto researcher and writer.

    #21: Exploring a Multi-Chain Future - With Matti and Fiskantes

    #21: Exploring a Multi-Chain Future - With Matti and Fiskantes

    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/

    • 1 hr 1 min
    #20: Matti and Fiskantes of Zee Prime Capital - Part 1

    #20: Matti and Fiskantes of Zee Prime Capital - Part 1

    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/

    • 1 hr 8 min
    #19: The Future of Financial Populism - with Su Zhu and Hasu

    #19: The Future of Financial Populism - with Su Zhu and Hasu

    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/

    • 49 min
    #18: Defi Top 20 with Arthur0x, Su Zhu and Hasu - Part Two

    #18: Defi Top 20 with Arthur0x, Su Zhu and Hasu - Part Two

    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/

    • 1 hr 5 min
    #17: Defi Top 20 with Arthur0x, Su Zhu and Hasu

    #17: Defi Top 20 with Arthur0x, Su Zhu and Hasu

    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/

    • 1 hr 23 min
    #16: Josh and Su Zhu on Trading Options

    #16: Josh and Su Zhu on Trading Options

    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/

    • 1 hr 17 min

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