Uncommon Core 2.0

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/

Today, I’m sitting down with Su Zhu, my co-host and friend, to talk about the state of the crypto market and what he’s seeing on the horizon.

Su is the CEO as well as Chief Investment Officer at Three Arrows Capital, one of the largest trading firms in crypto. 

Just one thing before we dive in, we make no money from this podcast we do want to grow our audience. so please take the time to leave us a rating and review on Apple Podcasts. It really helps a lot with discovery. Thank you.

Apple Podcasts https://podcasts.apple.com/us/podcast/uncommon-core/id1517659188

Su Zhu https://twitter.com/zhusu

Hasu https://twitter.com/hasufl 

Today, we bring you a special episode. This is actually Part II of an interview I did with Anna Rose of the Zero Knowledge Podcast, and Tarun Chitra of Gauntlet. We explore the rise of governance tokens by looking at Sushiswap as our case study.

Part I has been released on the ZK podcast and you can find the link to it in the show notes. It's not necessary for you to follow along, but it was a great and very lively discussion and I still recommend you listen to it first.

Finally, we recorded this episode the day before Uniswap launched its own token. So keep that in mind when you hear as speculate about its future.

Enjoy!

Listen to Part I https://www.zeroknowledge.fm/148 

(RSS: https://feeds.fireside.fm/zeroknowledge/rss)

Anna Rose https://twitter.com/AnnaRRose

Tarun Chitra https://twitter.com/tarunchitra

Hasu https://twitter.com/hasufl

Today, Su and I talk to Will Price and Trent Elmore of YAM.finance.

YAM launched last month as a mix between Yearn’s fair launch, Ampleforth's supply elasticity, and Compound’s on-chain governance. And while its launch was short-lived (it had to shut down from a bug only two days later), it inspired a whole wave of food coins that tried to replicate its initial success. In this episode, we explore what made YAM so successful and what might be in store for the future.

Will Price https://twitter.com/will__price

Trent Elmore https://twitter.com/trentelme

Su Zhu https://twitter.com/zhusu

Hasu https://twitter.com/hasufl

Today, I brought on Dan Robinson and Georgios Konstantopoulos, who are both research partners at Paradigm. Together, we explore the topic of MEV, or “Miner Extractable Value”.

Blockchains like Ethereum have this dirty little secret that, while in most regards they are very decentralized, the ordering of transactions within a single block is actually completely in the hands of a single miner. They can insert their own transactions, rearrange those of users, or even censor them completely.

MEV describes how much value a miner can extract from users and other miners by using these powers to their advantage.

If you’ve never looked into MEV before, I think you’ll be both shocked and fascinated by the complexity and sophistication of the war that’s raging inside Ethereum’s memory pool. Enjoy

Georgios Konstantopoulos https://twitter.com/gakonst

Hasu https://twitter.com/hasufl

Flash Boys 2.0 (Daian et al) https://pdaian.com/flashboys2.pdf