Uncommon Core
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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.
Uncommon Core
5M ago
Hasu and Jon catchup on what’s new in the EVM (Ethereum Virtual Machine) and SVM (Solana Virtual Machine) worlds.
For the EVM, Ethereum has pushed vertical scaling efforts to other chains. This includes Monad, who is building a new EVM L1 with fundamental optimizations to improve scalability.
For the SVM, the Solana ecosystem continues to gain momentum across the board. Meanwhile, Eclipse is gearing up to launch their SVM Ethereum L2.
DBA is an investor in Eclipse Laboratories, Inc. and SOL. Jon has material personal investments in SOL, JitoSOL, ETH, stETH, and TIA. Hasu has material person ..read more
Uncommon Core
8M ago
Hasu and Jon bring on Mike Neuder (Ethereum Foundation) and Chris Hager (Flashbots) to discuss the design philosophy of proposer-builder separation (PBS). They first dive into the past and present implementations of PBS, including MEV-Geth and MEV-Boost on Ethereum. Then they discuss the future of PBS - whether PBS should be enshrined, protocol-enforced proposer commitments (PEPC), PBS on L2s, how to prevent censorship, and more.
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Timestamps:
(00:00) Intro
(01:12) What is PBS?
(05:37) The History of PBS
(08:43) MEV-Boost
(10:18) Block Production in Proof-of-Work
(11:31) Ben ..read more
Uncommon Core
8M ago
In this episode, we explore Jon’s journey into crypto and our mutual passion for research and the writing process. We then give an overview over the key areas of crypto infrastructure today. Finally, we zoom into rollup decentralization roadmaps, and Jon shares a controversial new thesis about sequencer decentralization.
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Timestamps:
(00:00) Intro
(02:42) Interview start
(03:44) Jon's work week
(08:04) ChatGPT & writing
(10:57) Jon's start in crypto
(14:45) How to pick things to work on
(17:08) Outsider's perspective on crypto
(19:05) Jon's research process
(22:00) Jon's proudest moment ..read more
Uncommon Core
10M ago
In this episode, we explore Jon’s journey into crypto and our mutual passion for research and the writing process. We then give an overview over the key areas of crypto infrastructure today. Finally, we zoom into rollup decentralization roadmaps, and Jon shares a controversial new thesis about sequencer decentralization.
__
Timestamps:
(00:00) Intro
(02:42) Interview start
(03:44) Jon's work week
(08:04) ChatGPT & writing
(10:57) Jon's start in crypto
(14:45) How to pick things to work on
(17:08) Outsider's perspective on crypto
(19:05) Jon's research process
(22:00) Jon's proudest moment ..read more
Uncommon Core
1y ago
Listen to conversations between two veterans of the crypto industry: Su Zhu, CEO and CIO of Three Arrows Capital, and Hasu, Strategy lead at Flashbots. Exploring the big ideas in crypto from first principles.
In this episode, Hasu continues the conversation with Danny Ryan and Tim Beiko, two researchers from the Ethereum Foundation. The three are joined by Stephane Gosselin, co-founder of Flashbots, who makes his podcast debut and stands in as Hasu's co-host.
Together, they discuss:
MEV before and after the Merge
mev-boost and proposer-builder-separation (PBS)
The rise of liquid staking ..read more
Uncommon Core
1y ago
Listen to conversations between two veterans of the crypto industry: Su Zhu, CEO and CIO of Three Arrows Capital, and Hasu, Strategy lead at Flashbots. Exploring the big ideas in crypto from first principles.
In this episode, Hasu sits down with two Ethereum Foundation researchers, Danny Ryan and Tim Beiko, to explore Ethereum's upcoming transition to PoS. Topics discussed include:
Why do blockchains need consensus?
How does PoW consensus work today, and how will it change after PoS?
What happens between the last block of PoW and the first block of PoS?
The role of client modularity and diver ..read more
Uncommon Core
1y ago
Listen to conversations between two veterans of the crypto industry: Su Zhu, CEO and CIO of Three Arrows Capital, and Hasu, Strategy lead at Flashbots. Exploring the big ideas in crypto from first principles.
In this episode:
The state of our macroeconomy
Destruction of the nation-state
The rise of the Sovereign Individual
How crypto fits into all of this
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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/aHR0cHM6L ..read more
Uncommon Core
1y ago
In this episode
What the “Crypto Villain of the Year” thinks about his image
The arguments for Ethereum’s scaling roadmap
The arguments for Alt L1s to out-scale Ethereum
What parallels to BTC maximalism Su sees in the ETH community
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 ..read more
Uncommon Core
1y ago
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/aH ..read more
Uncommon Core
1y ago
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 ..read more