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Investment Thesis
Leveraged crypto trading and directional bets. 3AC collapsed in June 2022 after over-leveraging.
What Excites Them
Was known for directional conviction bets on L1s
What They Pass On
Was known for ignoring risk management
How to Pitch
Historical figure - 3AC is defunct. Su Zhu was convicted of fraud.
Notable Writing
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Podcast Appearances
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Key Quotes
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Background
Co-founder of Three Arrows Capital (3AC). Previously trader at Deutsche Bank and Credit Suisse. 3AC collapsed in 2022 with billions in losses.
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