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Uncommon Core 2.0 episodes
- How to value Cryptoassets? - With Su Zhu and Hasu
With BTC and ETH making new ATHs, new and old investors are asking themselves the same question: How do you value cryptoassets?
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
- Anish https://twitter.com/_anishagnihotri
- Our homepage and mailing list https://uncommoncore.co/podcast/
- Transcripts, if available https://uncommoncore.co/blog/
1 hr 5 min - From Skin Trader to NFT Expert - with Anish Agnihotri and Hasu
Today, I’m sitting down with Anish Agnihotri, who is a research associate and colleague of mine at Paradigm. Anish has a fascinating backstory from becoming an entrepreneur at a really young age to later going deep into skin trading. We discuss how that skill transfers to NFT trading and how we see the market structure of both primary and secondary markets for NFTs. Finally, Anish shares some actionable advice on how he learns and how to build projects in crypto. This was a deep and fascinating conversation and I hope you’ll enjoy it.
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
- Anish https://twitter.com/_anishagnihotri
- Our homepage and mailing list https://uncommoncore.co/podcast/
- Transcripts, if available https://uncommoncore.co/blog/
1 hr 40 min - The Game Theory of Crypto - with Jordi Alexander, Su Zhu, and Hasu
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/
1 hr 28 min - Interview with a Searcher - with MEV Senpai and Hasu
For our latest episode, I sat down with MEV Senpai, one of the top searchers in Ethereum. He gave us the unique inside perspective of someone who finds and captures MEV himself. The result was a long & intense convo, one of the best I've had in a while.
We discussed:
- The structure and actors of the MEV game
- What is searching, how can you learn it, what edges exist
- Intro to private relays and transaction bundles
- The role of Flashbots in DEX trading
- and, of course, the hot topic of the day: short-term reorgs in Ethereum
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/
2 hr 13 min - State of the Market - with Su Zhu and Hasu
After a tumultuous month in crypto, Su and I discuss the state of the market and what we see on the horizon. 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/
1 hr 8 min - Intro to Solana - with Kyle Samani, Su Zhu, and HasuIn this episode, Su Zhu and Hasu invited Kyle Samani from Multicoin Capital, one of the most successful venture funds this cycle. Kyle is a day-one supporter of Solana, a smart-contract platform optimized for high throughput. They talked about:Multicoin's approach to investingHow will the winning blockchain scale?What is enough decentralization?Win conditions for SolanaWhat is SerumEnjoy!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 PodcastApple Podcast https://podcasts.apple.com/us/podcast/uncommon-core/id1517659188?uo=4Spotify https://open.spotify.com/show/3vuV292Him90EjQ5YL4XIwYoutube https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8yNTc4ZDVhMC9wb2RjYXN0L3Jzcw==Other https://anchor.fm/uncommoncoreFOLLOW on TwitterSu Zhu https://twitter.com/zhusuHasu https://twitter.com/hasuflOur homepage and mailing list https://uncommoncore.co/podcast/Transcripts, if available https://uncommoncore.co/blog/1 hr 18 min
- The most innovative DEX? - with Hasu and Felix LeupoldEarlier this week, I did a deep dive on a new DEX trading protocol called CowSwap, which combines many good features into what is possibly the most complete trading experience in Defi.First, you no longer publish a fee-paying transaction to the public mempool. Instead, you sign a transaction and submit it off-chain to the CowSwap relayer, which handles all the execution. For you, this means you can safely set a very low slippage tolerance because you only ever pay a fee if your trade succeeds.Second, and this gets us to real innovation, CowSwap looks for so-called “coincidents of wants” or CoWs before sending your order to the regular on-chain exchanges. For example, if one trader wants to buy ETH at a certain price and another wants to sell it, these two can be matched without paying any LP fees. Off-chain solvers can look at this orderbook and submit optimal matchings that among others, guarantee that all trades in a certain batch have to settle at the same uniform price. Because there’s no point in reordering trades that have the same price, this also eliminates MEV as well.Only after all coincidents have been exhausted, CowSwap sends the rest of the order to the on-chain exchanges via smart routers like 1InchIf you didn’t get all of that immediately, don’t worry - neither did I, and that’s why I invited Felix Leupold from CowSwap and Gnosis to answer my remaining questions. Please enjoy my conversation on CowSwap with Felix Leupold.GUESThttps://cowswap.exchange/#/swapFelix Leupold https://twitter.com/fleupold_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 PodcastApple Podcast https://podcasts.apple.com/us/podcast/uncommon-core/id1517659188?uo=4Spotify https://open.spotify.com/show/3vuV292Him90EjQ5YL4XIwYoutube https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8yNTc4ZDVhMC9wb2RjYXN0L3Jzcw==Other https://anchor.fm/uncommoncoreFOLLOW on TwitterSu Zhu https://twitter.com/zhusuHasu https://twitter.com/hasuflOur homepage and mailing list https://uncommoncore.co/podcast/Transcripts, if available https://uncommoncore.co/blog/49 min
- Interview with Paradigm - with Charlie Noyes, Georgios Konstantopoulos, and HasuSu is sitting out today, and I instead welcome Charlie Noyes and Georgios Konstantopoulos of Paradigm, one of the largest investment funds in crypto.We cover a lot of ground in this episode, including:How Paradigm can so consistently identify and back the category-defining protocols and companies in cryptoMEV and how it can be mitigated, including some actionable advice on how you can avoid getting sandwich-attacked todayThe new features and remaining challenges of Uniswap v3Paradigm’s thesis for Cosmos and why each blockchain should adopt the IBC protocolWhether Bitcoin's value proposition is still intact at a time where Bitcoin dominance is at an all-time lowOur personal “wishlists” for Bitcoin improvement proposals, andwhether Bitcoin will ever go to PoSListen 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 PodcastApple Podcast https://podcasts.apple.com/us/podcast/uncommon-core/id1517659188?uo=4Spotify https://open.spotify.com/show/3vuV292Him90EjQ5YL4XIwYoutube https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy8yNTc4ZDVhMC9wb2RjYXN0L3Jzcw==Other https://anchor.fm/uncommoncoreFOLLOW on TwitterSu Zhu https://twitter.com/zhusuHasu https://twitter.com/hasuflOur homepage and mailing list https://uncommoncore.co/podcast/Transcripts, if available https://uncommoncore.co/blog/1 hr 32 min
- #25: Pushing the Frontier - with Charlie Noyes, Georgios Konstantopoulos and Hasu
Su is sitting out today, and I instead welcome Charlie Noyes and Georgios Konstantopoulos of Paradigm, one of the largest investment funds in crypto.
We cover a lot of ground in this episode, including
- How Paradigm can so consistently identify and back the category-defining protocols and companies in crypto
- MEV and how it can be mitigated, including some actionable advice on how you can avoid getting sandwich-attacked today.
- The new features and remaining challenges of Uniswap v3
- Paradigm’s thesis for Cosmos and why each blockchain should adopt the IBC protocol
- Whether Bitcoin's value proposition is still intact at a time where Bitcoin dominance is at an all-time low
- Our personal “wishlists” for Bitcoin improvement proposals, and whether Bitcoin will ever go to PoS
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 https://uncommoncore.co/blog/
1 hr 30 min - Ethereum Bull Case - with Cobie, Su Zhu, and Hasu
For this episode, Su and I invited the legendary trader Cobie, who goes under @CryptoCobain on Twitter. Together, we talked about
- The bull case for Ethereum and its upcoming catalysts
- Whether ETH can flippen BTC
- What advice has helped Cobie to survive several market cycles
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/
1 hr 44 min
About Uncommon Core 2.0
From the publisher's feed
Uncommon Core 2.0 is a crypto research podcast. This show goes beyond speculation and investing, looking deeper. We explore the fundamental technology and incentives that make public blockchains work…
under the hood. This show is co-hosted by Hasu and Jon Charbonneau. They’ll be joined by occasional guests, speaking with some of the incredible builders and researchers who are looking to evolve this infrastructure stack to make the mass adoption of crypto possible.