Uncommon Core 2.0

Uncommon Core 2.0

By Uncommon Core 2.0BusinessInvesting
Download on the App Store

Uncommon Core 2.0 episodes

  • Where do the Yields come from in Crypto? - with Su Zhu and Hasu

    Crypto commands unusually high yields relative to the traditional financial system, allowing investors to earn 20% on fiat and stablecoins and even more on other assets. In this episode, Su and I unpack a very simple question: Where are these yields coming from?

    Topics discussed:

    • Unpacking the three major sources of yield in crypto
    • How sustainable are they?
    • What are the risks?
    • How the GBTC premium or discount affects the market

      • Su Zhu https://twitter.com/zhusu

      Hasu https://twitter.com/hasufl

      Our homepage and mailing list https://uncommoncore.co/podcast/

      53 min
    • The Case for Defi - with Richard Galvin, Su Zhu, and Hasu

      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/

        1 hr 3 min
      • Interview with Zee Prime Capital, Part 2 - with Su Zhu and Hasu

        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 2 min
        • Interview with Zee Prime Capital, Part 1 - with Su Zhu and Hasu

          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 9 min
          • 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
          • Defi Top 20 with Arthur0x, Su Zhu and Hasu - Part 2

            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 6 min
          • Defi Top 20 with Arthur0x, Su Zhu and Hasu - Part 1
            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 24 min
          • Trading Options 101 - with Josh from Orthogonal, Su Zhu, and Hasu
            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 18 min
          • Discusssing the Coingecko Top 20 - with Su Zhu and Hasu

            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/

            1 hr 52 min
          • Interview with DegenSpartan - with Hasu
            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
            38 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…