On February 18, ZhuSu, co-founder of Three Arrows Capital, issued a document saying that he had gone long on SOL at $170.5.
On February 18th, Zhu Su, co-founder of Three Arrows Capital (3AC), pointed out in a post that in the last bull market, many large market makers would take on the main risk and adopt hybrid venture capital and market-making strategies. In this bull market, the market makers who successfully survived mainly relied on zero-risk strategies and maximizing value extraction. This opinion originated from a discussion of the LIBRA market maker event, where community members pointed out that Kelsier vent...
On February 17, ZhuSu, the founder of Three Arrows Capital, posted on social media that it may be time to place a full bet on ETH.
According to Zhu Su, co-founder of Three Arrows Capital, "Blaming the Libra incident on Solana or Jupiter platforms is as unreasonable as blaming Ethereum or Uniswap for the decentralized financial DeFi hack or NFT problem." Zhu Su pointed out that the main mistake of the Libra team was to withdraw from the Meteora liquidity pool and conduct short-term arbitrage operations, otherwise it is similar to the Trump token operation.
Su Zhu, co-founder of Three Arrows Capital, said in a document that he has positioned squaring BERA's empty order position to take profit at $6.406, and the position has been converted to long ETH.
ZhuSu, founder of Three Arrows Capital, said in a social media post that with thousands of tokens being issued every day, the irreplaceability of Bitcoin becomes even more apparent.
Zhu Su, co-founder of Three Arrows Capital, wrote on social platform X that Trump was bullish in the short and medium term, but in the long run "we are all doomed".
Zhu Su, co-founder of Three Arrows Capital, said in a post that Physical AI will be the next development direction.
Zhu Su, co-founder of Three Arrows Capital, posted "The ticker is sol" to express bullish on SOL tokens.
Zhu Su, founder of Three Arrows Capital, published a document to disclose the Christmas BTC market from 2010 to 2024. The data shows: 2010:0.25 dollars, 2011:4 dollars, 2012:13 dollars, 2013:682 dollars, 2014:319 dollars, 2015:456 dollars, 2016:896 dollars, 2017: $14,027, 2018: $3,815, 2019: $7,275, 2020: $24,665, 2021: $50,430, 2022: $16,831, 2023: $43,665, 2024: $98,200.
"Long HYPE at $29 and long SOL at $195, Merry Christmas," said Su Zhu, co-founder of Three Arrows Capital, in a post on the X platform.
On December 6th, Zhu Su, co-founder of Three Arrows Capital, posted on social media that FTM rose to $1.283 in the $0.959 position squaring long position, HYPE rose to $12.773 in the $5.778 position squaring long position, Ethereum (ETH) rose to $3888 in the $2766 position squaring 50% long position.
On December 4th, Zhu Su, co-founder of Three Arrows Capital, said in a social media post, "HYPE's current rise is mainly driven by its L1 narrative, but my bullish reason is that it has won the U-standard perpetual contract market of some mainstream trading platforms. Whether it is wise to reserve future supply for future seasons will be my biggest concern."
Zhu Su, co-founder of Three Arrows Capital, said in a post on social media that GameFi will recover and wait to see.
Zhu Su, co-founder of Three Arrows Capital, posted on social media that the crypto industry has now moved from infrastructure-led to product-led. Product investing is riskier than infrastructure investing, but it is more in line with the risk model Web2 investors have become accustomed to. This is just a return to normalcy.