Su Zhu from Three Arrows Capital on the Crypto Super Cycle

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  • Опубліковано 15 жов 2024

КОМЕНТАРІ • 267

  • @cryptonomics9925
    @cryptonomics9925 2 роки тому +118

    Rewatching this now is epic.

    • @Madgistr8
      @Madgistr8 2 роки тому +2

      yeah! and reading the comments!!

    • @miked8249
      @miked8249 2 роки тому +12

      “Up Only”, guys drinking wine, and admitting doing no preparation but promoting a super cycle. These guys effectively making an ad for government regulation.

    • @glennharris
      @glennharris 2 роки тому

      yeah. this didn’t age well

    • @dbased1915
      @dbased1915 2 роки тому +7

      this enforces the "everyone is a genuis during the bull market" mantra lol

    • @pduran880
      @pduran880 2 роки тому

      Me too

  • @Mark-vt6yb
    @Mark-vt6yb 3 роки тому +116

    Su Zhu giga-chad, super insightful thoughts and very well articulated, great show

  • @mattkunz9436
    @mattkunz9436 3 роки тому +13

    This interview was insanely good, and barely has any views. 🤯

  • @odsagn
    @odsagn 3 роки тому +21

    Seems like the most exciting ideas and most interesting people are in Crypto right now...what a time to be alive.

  • @foufou13001
    @foufou13001 3 роки тому +42

    Su Zhu what a LEGEND

  • @JIANYM36
    @JIANYM36 3 роки тому +4

    Cobe is so relaxed in his questions. Cool dude. Glad I ran into his tweets. Thanks for the awesome INFOOO

  • @SDBergermeister
    @SDBergermeister 3 роки тому +82

    Su is fking so smart and such a good teacher

    • @iclick4122
      @iclick4122 3 роки тому +4

      He seems quite smart & truthful. The closer you see truth in markets, the more you're rewarded - it's no wonder he is where he is.

    • @johnroberts1141
      @johnroberts1141 2 роки тому +18

      And now he is insolvent.

    • @papafrank1301
      @papafrank1301 2 роки тому +12

      so fkin smart he bought luna, stole money from investors and went into debt.

    • @bitcoindaddy1
      @bitcoindaddy1 2 роки тому +3

      😂🤣

    • @pilotgfx
      @pilotgfx 2 роки тому +1

      @@bitcoindaddy1 🤣🤣🤣🤣🤣🤣

  • @I_discovered_civilization
    @I_discovered_civilization 3 роки тому +41

    Su Zhu’s so succinct and insightful, truly an intelligent and interesting figure. Appreciate his thoughts.

    • @georgik898
      @georgik898 3 роки тому

      @UpOnly scam detected

    • @doresearchstopwhining
      @doresearchstopwhining 2 роки тому +2

      Also a total crook

    • @chrisgay9623
      @chrisgay9623 2 роки тому +1

      truly intelligent? succinct? He speaks like any other airheaded juvenile -- every other word is "like," sprinkled liberally throughout overconfident market babble. He obviously doesn't know the most rudimentary things about asset bubbles. He's a stupid person's idea of a smart person.

  • @ionescucristian3672
    @ionescucristian3672 10 місяців тому +1

    Rewatching this glorious stream at the beggining of the cycle

  • @rokinot5523
    @rokinot5523 3 роки тому +7

    "people think whatever just happen, will happen forever"
    very underrated statement

  • @Fox_Mccloud11
    @Fox_Mccloud11 3 роки тому +25

    Best podcast on the internet no cap (even though you both wear caps)

  • @qubit966
    @qubit966 3 роки тому +6

    The questions these guys ask Shu Zu are extremely good.

  • @rhino2473
    @rhino2473 3 роки тому +40

    Every time su zhu would chat in discords i left feeling more bullish than i thought humanly possible. Love this guy, good alpha

    • @sonixczek2553
      @sonixczek2553 3 роки тому +2

      On what server can I chat with him, please?

    • @Nick-un7ij
      @Nick-un7ij 3 роки тому

      I have the same question as ​ @Sonix Czek

    • @rhino2473
      @rhino2473 3 роки тому +1

      I used to chat on Crypto Cartel but that was 2018-19, id say he only stays in more private ones now

    • @MobileAura
      @MobileAura 3 роки тому +1

      @@rhino2473 He’s a major celeb now so he’s very private.

    • @magmaaxis2151
      @magmaaxis2151 2 роки тому +2

      @@MobileAura turns out that wasn’t the only reason for his privacy…

  • @questionablecooking7019
    @questionablecooking7019 3 роки тому +12

    The best part of this market is you need little to no brains to win bigly... merely stand on the shoulders of titans and thus profit. If you not charged up like Dragonball-Z after listening to Lord Su... whew ngmi.

  • @muchomatao
    @muchomatao 2 роки тому +1

    Wow man its fucking crazy how the vision of a person before and then can change so much... I remember I was thinking like "this guys a genius" back then in the date when I watched this episode. Now its like he was just a lucky degen. Perspective...

  • @trilldao
    @trilldao 2 роки тому +5

    1:29:22 "its important to have good risk mgmt, you don't want to be blown out during a supercycle"

  • @koalabeaver4935
    @koalabeaver4935 3 роки тому +3

    Finally a crypto YT channel you can set your watch to

  • @frosty2660
    @frosty2660 11 місяців тому +4

    The good ol days

  • @stu3232
    @stu3232 3 роки тому +56

    Su zhu is at least 300IQ, you just learn so much listening to him

    • @alanmiller5018
      @alanmiller5018 2 роки тому +1

      Yeah? What you end up learning? Lmao 😂

    • @stu3232
      @stu3232 2 роки тому

      @@alanmiller5018 That even 300 iq can go full retard

  • @peter-craigblaas2047
    @peter-craigblaas2047 3 роки тому +5

    books:
    - market wizards series
    - soros on soros
    - anything on reflexivity and narratives (memmetic theory)

  • @amorstyletarot4866
    @amorstyletarot4866 3 роки тому +8

    This is deep. Thanks for sharing.

  • @danevans8376
    @danevans8376 3 роки тому +24

    So much alpha in this episode, by far one of the best I've seen. I've never been more bullish on crypto

  • @uda911
    @uda911 3 роки тому +98

    Fact that views are only in the thousands means we are early boies. 2026 there will be "analysts" re-watching this video for "alpha" kek

    • @wrlk636
      @wrlk636 3 роки тому +8

      You're right. Lol.

    • @kallsin4617
      @kallsin4617 3 роки тому

      I tend to believe

    • @pacoin51
      @pacoin51 3 роки тому +4

      mainstream people only care about dumb influencers and wont watch real content from really good traders

    • @ross1088
      @ross1088 3 роки тому

      So true. I'm a new fan and shocked at the views. All the views are with the meme characters of UA-cam.

    • @reillyrl
      @reillyrl 2 роки тому +5

      So true boies

  • @MeticulousTechTV
    @MeticulousTechTV 3 роки тому +11

    This is the best crypto show on the internet, absolutely killer guests!

  • @davidpena8204
    @davidpena8204 3 роки тому

    There are some comments that were dropped that I had to play over and over again because of how eye opening they are. Valuable alpha right here. Thanks guys.

  • @CaptCanuck4444
    @CaptCanuck4444 3 роки тому +2

    Su Zhu incredibly intelligent and insightful.

  • @kingkrubb8880
    @kingkrubb8880 3 роки тому +30

    Just watched this for the second time, so fucking good.

    • @bgbusiness_
      @bgbusiness_ 3 роки тому +1

      Me too... Su Zhu is smart AF

    • @pilotgfx
      @pilotgfx 2 роки тому +1

      i suggest watching it a thrid time

  • @MobileAura
    @MobileAura 3 роки тому +4

    Sun Tzu is the modern day Davinci, another amazing video, 🤑

  • @THEARPE07
    @THEARPE07 3 роки тому +6

    very valuable content, thanks

  • @cryptolegend4990
    @cryptolegend4990 2 роки тому +6

    This guy seems smart, any idea how I can invest in his fund?

  • @Keynshamable
    @Keynshamable 2 роки тому +3

    This aged very well. Fine wine.

  • @MeticulousTechTV
    @MeticulousTechTV 2 роки тому +4

    Anyone else listen to this more than once?
    And comparing Q4 2021 to his thoughts?

    • @naza423
      @naza423 2 роки тому

      What’s your general consensus.. Accurate?

    • @rajeshpandey2198
      @rajeshpandey2198 2 роки тому

      @@naza423 well this cycle wasn't a super cycle to say the least
      but in a more macro sense he's right about everything

    • @tomh2425
      @tomh2425 2 роки тому

      @@rajeshpandey2198 how you know?

    • @alexNGMI
      @alexNGMI 2 роки тому

      @@tomh2425 dont look now...

    • @startyman6275
      @startyman6275 Рік тому

      Ouch

  • @0x1337-i
    @0x1337-i 2 роки тому +7

    going back to this video today.. cant believe 3AC is about to go under 💀

    • @Thiiink
      @Thiiink 2 роки тому

      3 kisses of death

  • @yiduwang6042
    @yiduwang6042 3 роки тому +2

    How this channel has only 5k subscribers is beyond me.

    • @yiduwang6042
      @yiduwang6042 3 роки тому

      @UpOnly cobie’s secret presale?

  • @af699
    @af699 3 роки тому +2

    Great interview...... can't see the banks rolling over easy though, too much vested interest with the incumbents, I expect to see a significant regulatory crack down in the future.

  • @GM-js2yg
    @GM-js2yg 3 роки тому +9

    This is some galaxy expanding brain shit right there, innit

  • @0verPar
    @0verPar 3 роки тому +4

    Phenominal. Can i invest in up only? I have seen the findementals and believe it is vastly undervalued. 1m subs soon.jpg

  • @syamprasaddadi3615
    @syamprasaddadi3615 3 роки тому

    Super cycle indeed.... Thanks for your insights su.

  • @cam8782
    @cam8782 3 роки тому +4

    He did not mention for options: you can also trade the volatility, trading the options et hedging with the futures, remaining delta neutral along the way and making money out of the daily volatility

  • @armsteez
    @armsteez 3 роки тому +7

    Making an epic case for Monero here. Proper discussion, Cheers lads.

  • @pilotgfx
    @pilotgfx 2 роки тому +6

    giga chad, so much alpha, much insight, truly intelligent, super cycle inevitable :D

    • @pilotgfx
      @pilotgfx 2 роки тому +3

      sorry to anyone implied. being able to joke about it will make it easier to cope and less traumatic.

    • @sirus312
      @sirus312 2 роки тому

      lmao

  • @vuralpatel5551
    @vuralpatel5551 3 роки тому +5

    Both r great listener

  • @eduardoescudero8847
    @eduardoescudero8847 3 роки тому

    Thanks for taking the time and doing this

  • @xxrngxx5
    @xxrngxx5 3 роки тому +1

    Holy shit this was AWESOME! Prime example of a right side of the spectrum brain.

  • @negusplox
    @negusplox 3 роки тому +6

    absolutely massive chadergy being exuded here

  • @richking4705
    @richking4705 3 роки тому +1

    Su zhu is a king

  • @alexNGMI
    @alexNGMI 2 роки тому +2

    RIP a true legend

  • @Mangyek0
    @Mangyek0 3 роки тому +1

    Love Cobie's face when Ledger and Su were talking about options! XD

  • @mannylopez2388
    @mannylopez2388 3 роки тому +3

    this podcast is dripping with alpha holy cow

  • @badharambe763
    @badharambe763 2 роки тому +6

    48:35 “It’s also the leverage demand by traders….right now there’s a massive demand to be leveraged long crypto because it’s generally consensus that we are in a supercycle” 😳
    20/20 hindsight…So many red flags 🚩🚩🚩 in 15 seconds 😂

  • @MrStriggo
    @MrStriggo 3 роки тому

    The excellent podcast & episode. Big thumbs up.

  • @pensvideo
    @pensvideo 3 роки тому +4

    Excellent content

  • @markviglione8804
    @markviglione8804 2 роки тому +1

    You guys really gave him the face time.

  • @elhexidente9832
    @elhexidente9832 3 роки тому +1

    Great stream thank you guys!

  • @BallietBran
    @BallietBran 3 роки тому +4

    Cool video.
    Three arrows capital officially got into HEX and Su Zhu is a damn defi and crypto genius.

    • @discerningdank
      @discerningdank 3 роки тому +1

      lol HEX? that utter shit scamcoin from the fat joe dirt?

    • @BallietBran
      @BallietBran 3 роки тому

      @@discerningdank Nice ad hominem slander.
      I don't have time to argue with fool, but good luck with that approach and I hope you grow out out this ignorant naive behavior. 😉😀

    • @discerningdank
      @discerningdank 3 роки тому

      @@BallietBran lol what? Joe Dirt cried in my dms when I blasted him on Twitter, if he wasn't a broke scammer he wouldn't care what random internet people say.

    • @bigpal69
      @bigpal69 3 роки тому +2

      Three arrows capital never got into HEX, sell your bags bro that coin is not the coin you wanna hold long term

    • @BallietBran
      @BallietBran 3 роки тому

      @@bigpal69 Have fun Broke Pleb.

  • @royreyes8422
    @royreyes8422 2 роки тому

    waiting for next venture should be epic with a big lesson today.

  • @jeffreyqiu5128
    @jeffreyqiu5128 3 роки тому +1

    thank you for uploading this

  • @row5583
    @row5583 3 роки тому

    awesome learning here ... thank you guys

  • @cryptochrist8422
    @cryptochrist8422 3 роки тому +4

    Fucking brilliant😎😂🙌 This is the only show i need.

  • @georgik898
    @georgik898 3 роки тому +1

    This was sooo good. Thank you guys!

    • @georgik898
      @georgik898 3 роки тому

      @UpOnly Yes but not from a scammer like you lol

  • @darbsllim
    @darbsllim 3 роки тому

    Awesome conversation, I disagree with a bunch of it, but very smart high level convo

  • @burrett3742
    @burrett3742 3 роки тому +1

    Legends Stream

  • @Matt-ky8re
    @Matt-ky8re 3 роки тому +4

    Su Zhu is one of the most alpha follows on all of Twitter. DeFiGod, Hsaka are up there too.

    • @Matt-ky8re
      @Matt-ky8re 3 роки тому

      @UpOnly No I am a BTC maxi and I hate gains!

  • @HaiHoang-dd8co
    @HaiHoang-dd8co 3 роки тому +3

    Please produce podcast on spotify

  • @m00nboi
    @m00nboi 2 роки тому +1

    Wild watching this now...

  • @C.R..
    @C.R.. 3 роки тому +1

    HEGIC has decentralized options on ETH AND WBTC

  • @KingKoin88
    @KingKoin88 2 роки тому +2

    What a difference 1 yr can make. Super cycle theory led 3AC down the wrong path

    • @oteb7229
      @oteb7229 2 роки тому

      Big whale eats little whale

  • @brandonbabcock5826
    @brandonbabcock5826 3 роки тому +1

    The man the myth the legend! He is such a smart dude that you can't help but learn if you're actually listening.
    The super cycle is probably inevitable imo but it might be 8-12 years or so down the line. ETF's will likely be a major catalyst that may make it happen faster than that along with US monetary policy.
    When you're so far a head of the masses and so much smarter than than the majority it is often very easy to see the future happening faster than the masses can keep up in reality.
    I think it is this awareness and natural skepticism and risk aversion along with abnormal curiosity and intelligence level that gives Jordan such an edge that he can't even fully impart his knowledge and wisdom upon his friends as much as he'd probably like.
    Investing and trading is a skill and an art but is much more psychological and disciplined based which is why I believe unfortunately the majority can't actually implement their short, mid and/or longterm strategies as effectively as these guys in order to get where they want to be even if they posses a similar level of knowledge that they do.
    Glad it is minds like you all that are influencing and helping guiding these markets.

  • @Joe-oo5ch
    @Joe-oo5ch 3 роки тому

    Had to give this another listen 🤝

  • @rextallboy9855
    @rextallboy9855 3 роки тому +1

    FIRE ! Cheers lads, cracking stream de la creamazoids !

  • @THEARPE07
    @THEARPE07 3 роки тому

    what banks are crypto friendly in UK, accept money transfers from crypto exchanges? thanks.

  • @themossinator
    @themossinator 3 роки тому +2

    love the cans Mr Cobain!

  • @brandonboon4597
    @brandonboon4597 3 роки тому +1

    am i way off track in thinking Su's voice sounds nothing like I expected it to

  • @ape266
    @ape266 3 роки тому

    When Su Zhu back on up only tv?

  • @Youtube_ban_me
    @Youtube_ban_me Рік тому

    Su Zhu got REEEEKT lmao the epitome of being rekt will have his face stamped on it for the next 10 years

  • @maniac7314
    @maniac7314 3 роки тому

    Amazing podcast!

  • @arne6138
    @arne6138 3 роки тому +1

    If this is up only, why is cobie sitting down?

  • @DP-yg1ts
    @DP-yg1ts 3 роки тому

    1:01 what would you do if you were starting today?

  • @GmodForDays
    @GmodForDays 3 роки тому +1

    Awesome work

  • @onecoolstorybro
    @onecoolstorybro 3 роки тому

    Where is MINA? How can i find it?

  • @micahchervin9754
    @micahchervin9754 3 роки тому

    someone PLEASE teach me how to get >20% yield on USD...

  • @kingeric2468
    @kingeric2468 2 роки тому +2

    Loving all the brown nose comments from a year ago.

  • @cphiloya971
    @cphiloya971 3 роки тому +2

    Can this video add english text (subtitle), I can not hear spoken english very fluently. Maybe this advice can help others who want to understand this video.

  • @davidweisglass5522
    @davidweisglass5522 3 роки тому +1

    I see the possibility of a huge correction if equities crash. I believe this will happen end of 2021 or 2022.

  • @subfifth
    @subfifth 3 роки тому +5

    Legends.

  • @davjdprjce
    @davjdprjce 3 роки тому

    good guest good talk

  • @cryptoholic5120
    @cryptoholic5120 3 роки тому

    Second time watching - Su you are tremendous. We need more interviews from you.

  • @ЧелоВек-э7ч1ж
    @ЧелоВек-э7ч1ж 2 роки тому +4

    Who’s here after 3ac crash?

  • @jonhowe2960
    @jonhowe2960 2 роки тому

    Haven't heard from him lately. Guess he's enjoying an extended vacay. 😎

  • @TheDhonElPatron
    @TheDhonElPatron 3 роки тому

    Loved this

  • @JMC-db5pe
    @JMC-db5pe 3 роки тому +1

    MINA THE BEST!!!

  • @jayrayatt
    @jayrayatt 3 роки тому +6

    Pure alpha drops

  • @jwalsho93
    @jwalsho93 3 роки тому

    fuck me i could listen to Su for hours

  • @yeahrightgetreal
    @yeahrightgetreal 3 роки тому

    Great video. I watched it twice😂

  • @press1to
    @press1to 2 роки тому

    And now? How will be The exotic day after The meltdown? They might have a plan B because they were very confident, discerning and concerned about investors' money

  • @LanceXBT
    @LanceXBT 3 роки тому

    pure joy

    • @LanceXBT
      @LanceXBT 3 роки тому

      @UpOnly nope, pls more shit talking :)

  • @CultReddy
    @CultReddy 2 роки тому +1

    liquidated

  • @mickehellgren6871
    @mickehellgren6871 3 роки тому

    Love it.

  • @Varun_K_Shah
    @Varun_K_Shah 2 роки тому +1

    Rewatching it now to study the blindspots of billionaires.

  • @andreyl7044
    @andreyl7044 3 роки тому +3

    Noice m8, tnx