correction: i meant sandwich attacks like these ^

"If you are an investor, or a trader, do not worry about the death of the dollar. It’s always imminent. It’s totally irrelevant to any investment process. The external value of the dollar and its usage in global transactions is incredibly stable. You can take a cyclical view on the USD (bullish or bearish) but taking a structurally bearish view has not been and will not be the way to optimize your portfolio or your framework for decision making.

Make a distinction between A) the gradual erosion of fiat in favor of harder assets like BTC, gold, and real estate, and B) the hysteria around the end of the dollar or dedollarization. The first one is happening, the second one probably will not happen in my lifetime or my kids’ lifetimes. The gradual erosion of fiat due to loose policy required to fund large deficits is a thing. Dedollarization is not."

https://www.spectramarkets.com/amfx/dedollarization-is-not-a-thing/

#reads

"Fundamental investors will likely rely on their memories to make probability judgments, matching prospective investments to similar ones that worked in the past. And they are more likely to project the recent returns and correlations of different asset classes to remain constant. Quantitative investors, in contrast, will draw on a fuller probability distribution and, ideally, be able to make more accurate probability assessments that are not as biased by recent experience and human memory."

interesting short read on memory and probability judgements

https://mailchi.mp/verdadcap/memory-and-probability?e=b838bc224f

#reads

JUST IN: Visa says they have an "ambitious crypto product roadmap."

@WatcherGuru

2023 - performance and UX
2024 - decentralisation (aka token)

https://starkware.medium.com/starknet-goals-and-roadmap-for-2023-fe7b89eead3b

https://open.substack.com/pub/route2fi/p/tokenomics-token-design-and-fomo?r=1wpdgp&utm_campaign=post&utm_medium=web

#reads #newbie

banking crisis is not over

probably the reason why btc pumped

https://watcher.guru/news/first-republic-bank-trading-halted-due-to-volatility-as-price-continues-to-fall?utm_source=TelegramNews&utm_medium=TelegramNews&utm_campaign=TelegramNews

good explainer on the p&d

https://twitter.com/thiccythot_/status/1651456070546497537?s=20

yield curve dynamics

#reads

https://twitter.com/MacroAlf/status/1651280862984519691?s=20

proto-danksharding narrative

to trade this narrative, look towards eth L2s that utilize rollups

https://twitter.com/ThorHartvigsen/status/1651222915822632961?s=20

tldr; building wealth is easy, but keeping it is hard

1. secure basic necessities like food and rent
2. maintain 70% of gains to continue compounding
3. diversify real world income
4. increase wealth security before taking additional risks

https://twitter.com/DigitsCapital/status/1651617275148107776?s=20

Circle launched its cross-chain transfer protocol (CCTP) which will likely monopolise USDC bridging

not good for cross-chain bridges

https://twitter.com/WinterSoldierxz/status/1651536390642073602?s=20

for those scalp traders, good to refer OI and liquidations as such here

#tips

https://twitter.com/EmperorBTC/status/1651600659618168833?s=20