Name: Terra Post Mortem and Future with Kevin Zhou, One of the Few Investors Who Predicted the Crash
Uploaded: 2022-05-17T17:00:19+00:00
Duration: 1 h 5 min 15 s
Description: Kevin Zhou is the founder of crypto quant fund, Galois Capital and former head of trading at Kraken. It's been a wild few days in crypto and Kevin is here to help us get our heads around what the hell

2 years ago

Kevin Zhou is the founder of crypto quant fund, Galois Capital and former head of trading at Kraken. It's been a wild few days in crypto and Kevin is here to help us get our heads around what the hell just happened.

We saw Terra, one of the most prominent ecosystems in crypto, effectively disintegrate over less than a week. Its native token Luna had over $40 B in market cap at its peak, and nearly all of it was wiped out while UST, which was supposed to be a stablecoin worth $1 crashed to.

It was a historical moment in crypto as never before had a project that big, crash so hard, so quickly. Kevin was one of the few who saw it coming and predicted the fall just a couple of months ago. What were some of the red flags that helped him spot the fallout?

0:00:00 Section 1 Kevin Zhou on Terra
0:07:04 Lunas inflation
0:13:21 What are holders left with?
0:16:05 Is there hope for algorithmic stablecoins?
0:19:51 Sponsor
0:20:13 Section 1 Supply and demand
0:22:28 What about other stablecoins?
0:26:52 Tether
0:31:45 Sponsor
0:32:26 The real black swan
0:35:25 Ripples in the market
0:39:25 Sponsor
0:39:55 Section 3 The Aftershocks
0:42:15 Is a long winter ahead?
0:49:48 Sponsor
0:50:30 Section 4 Is this Bear market different?
0:56:18 How can investors protect themselves?
0:59:33 Proof of stake
1:01:44 Yield vs Risk