Description
This week, Cobie & Ledger are joined by Hasu, a veteran poker player, crypto researcher, and perpetual learner. Hasu hosts Uncommon Core and knows a ton about crypto fundamentals. He shares his thoughts with us on many subjects.
Presented by FTX: https://uponly.tv/ftx
00:00 - Intro
03:20 - What does Hasu do?
05:30 - How did Hasu get into crypto?
10:50 - How did Hasu catch up?
14:18 - Su Zhu / Taking advantage of the bear market
20:55 - What should you do now if you are just joining?
27:30 - Creating decisions for exits / Leverage
34:13 - Most interesting unaddressed problem spaces in crypto / MEV
40:49 - The OOOR memes
43:00 - MEV and latency solutions
50:00 - Research teams looking into MEV
58:45 - MEV minimization for application specific chains / Chainlink
1:05:24 - Best ways to allocate to projects that protect users from MEV
1:10:00 - How can projects protect users from MEV leaks?
1:14:49 - How does Proof of Stake change the MEV landscape?
1:19:55 - Bitcoin issuance and security
1:26:16 - Bitcoin Lightning Network
1:27:50 - Game theory and Bitcoin’s future
1:40:50 - Layer 1 Narratives
1:49:25 - Which chains have the most promising technology?
1:52:35 - Avalanche
1:59:40 - Will there be on liquidity winner? Or will it continue to be fragmented?
2:03:22 - Advice for new participants
2:06:05 - Regulation
2:16:54 - Free alpha