Are We in a Supercycle? w/ Su Zhu

Episode 17 of Crypto Market Wizards, an interview series focused on crypto traders in the trenches of the liquid markets. Today we have Su Zhu discussing his story and how he sees the current cycle playing out. I understand he is a controversial figure but I personally learned a lot from him last cycle so I selfishly wanted to pick his brain on the market. I hope you enjoy the episode! Crypto Market Wizards is an ad-free and sponsor-free podcast. Guest's Twitter: https://twitter.com/zhusu Premium Discord: https://whop.com/humble-farmer-army Free Newsletter: https://hfaresearch.substack.com/ Taiki's Twitter: https://twitter.com/TaikiMaeda2 HFAResearch Twitter: https://twitter.com/HFAresearch Taiki's Twitter: https://twitter.com/TaikiMaeda2 Free Telegram: https://t.me/+3LgpNxIgJ4IzY2Fh HFA Research Dashboard: https://hfaresearch.io/ Stake DYM with HFA: https://www.youtube.com/watch?v=L7qiSXpt47E PODCASTS: Crypto Market Wizards: https://www.youtube.com/playlist?list=PL6bwqqJO_txgGQySGK5-HSuTPp0LjeGqA Steady Lads: https://www.youtube.com/@0xSteadyLads Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts. Timestamps: Timestamps: 0:00 Intro 0:23 Su Crypto Origin Story 3:10 Most Memorable Trades 11:18 Similarities of Prior Cycle 21:02 Where are we in the Cycle? 26:14 Dealing with Drawdowns 34:51 5 Figs to 7 Figs 45:51 Predicting Narratives and Rotations 51:55 Liquid vs Private Markets 56:59 Investing Heroes 1:03:03 Biggest Mistakes People Make 1:06:20 Crypto Twitter 1:12:49 Su's Edge 1:20:25 Analyzing CT Metas 1:28:44 Fumbling Bags 1:35:08 Be Grateful