Kevin Zhou from Galois Capital, the fabled terra bear, comes on to discuss the collapse of UST and the events of one of the wildest weeks in crypto history.

We discussed

• Initial depeg on curve, how Galois reacted/positioned
• The compounding of negative factors led to an accelerated failure
• Game theory of the decisions made during the collapse
• LFG reserves and if a alternative collateral structure would have helped
• Roman history

Links

• LFG Thread
• Galois Twitter
• parsec

disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)