Zhu Su

CEO/CIO at Three Arrows Capital | Investing in BTC, ETH, DOT, @DeribitExchange, @DeFianceCapital, DeFi, prev EM FX | | Views my own

[Cyril Ramaphosa 🇿🇦 @CyrilRamaphosa]

Last week, South Africa was ranked 1st in the world as a destination for global business services – often called business process outsourcing – in a survey of over 600 executives from 8 key sourcing markets, incl. Australia, Canada, France, Germany & Italy https://t.co/SjLRFfZeJ6

[Zhu Su @zhusu]

Upheaval

$BTC

[Zhu Su @zhusu]

Bankers coming for that juicy yield 👩‍🚀

[Zhu Su @zhusu]

Pretty mind-blowing stuff

You could have cloud countries / communities harden digitally and then seek out physical space as the ultimate step

Unavailability on Earth would then propel community migration to Mars

[Zhu Su @zhusu]

Society: AI will drive our cars soon

Also Society: hard to tell which is the real Twitter account

[Zhu Su @zhusu]

Crypto embraces the creatives and rejects the credentialists

[Zhu Su @zhusu]

A counter-intuitive (for me) fact of this bull mkt is everyone predicted aggressive soft-staking incentives by centralized exchanges given the proliferation of PoS protocols and value of customer acquisition, but in practice you can't really soft-stake anywhere

[Zhu Su @zhusu]

Crypto-aesthetics storming the hallowed halls of centuries-old art houses, ascending from low to high culture, is a great example of how froth and adoption are indistinguishable during the process of supercycle that we find ourselves in

[Zhu Su @zhusu]

uponly time

[Zhu Su @zhusu]

Thiel is pointing out to the nation's elite that, far from being tulips or a speculative mania, Bitcoin has geopolitical and civilizational significance and will be pivotal in the rise and fall of fortunes and empires

$BTC

[Zhu Su @zhusu]

I gotta say, multicoin has absolutely crushed it this cycle

Sol
Srm
Bnb
Grt
Rune
Aave
Arweave
Helium

Im prob missing some in there as well

[Zhu Su @zhusu]

Wooah

[Zhu Su @zhusu]

Solid overview of susquehanna founder here

[Zhu Su @zhusu]

Just checked, wealth pref still linear

[Zhu Su @zhusu]

Same is true in every epochal disruption

How many horse and buggy makers transitioned to making cars?

🤔

[Zhu Su @zhusu]

$BTC over 70k usd equiv in Korea now

Koreans truly a futuristic society 🚀

[Zhu Su @zhusu]

Anyone who rails on about "inequality" in crypto isn't paying attention.

Crypto is the most financially populist mega-trend in the history of our species.

[Zhu Su @zhusu]

Likely all species, in fact.

[Zhu Su @zhusu]

BNB is now an 80x off the bear market range and 20x the prev cycle ATH

The most profitable and successful businesses in crypto are also the most cryptonative and .com native

Users and communities are inheriting the world

[Zhu Su @zhusu]

Emerging market participants have always been aware that retail vs institutional is a completely false dichotomy.

The real differentiation is local vs tourist.

In general you want to value invest like a local, trend-follow like a tourist. And be aware of how both are thinking.