Uncommon Core 2.0

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Latest Episodes:

How to value Cryptoassets? - With Su Zhu and Hasu Nov 10, 2021

Show notes

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.

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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/

From Skin Trader to NFT Expert - with Anish Agnihotri and Hasu Oct 28, 2021

Show notes

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.

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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/

The Game Theory of Crypto - with Jordi Alexander, Su Zhu, and Hasu Aug 25, 2021

Show notes

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

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/

Interview with a Searcher - with MEV Senpai and Hasu Jul 19, 2021

Show notes

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!

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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/

State of the Market - with Su Zhu and Hasu Jun 17, 2021

Show notes

After a tumultuous month in crypto, Su and I discuss the state of the market and what we see on the horizon. Enjoy!

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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/

Intro to Solana - with Kyle Samani, Su Zhu, and Hasu Jun 07, 2021

Show notes

In 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 investing How will the winning blockchain scale? What is enough decentralization? Win conditions for Solana What is Serum 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/

The most innovative DEX? - with Hasu and Felix Leupold May 29, 2021

Show notes

Earlier 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 1Inch If 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. GUEST https://cowswap.exchange/#/swap Felix 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 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/

Interview with Paradigm - with Charlie Noyes, Georgios Konstantopoulos, and Hasu May 18, 2021

Show notes

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, if available https://uncommoncore.co/blog/

Ethereum Bull Case - with Cobie, Su Zhu, and Hasu Apr 27, 2021

Show notes

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/

Where do the Yields come from in Crypto? - with Su Zhu and Hasu Apr 05, 2021

Show notes

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/

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