So general take from Token2049
- events are still flushed with cash (WOWZAS)
- VCs aren’t deploying - either they have no cash or they don’t dare to do a capital call now
- Interesting emergence of more liquid trading funds
- For surviving HFs, AUM is down on avg 50% from start 2023 on redemptions
- Volumes are down bad to 2019 levels, most exchanges are bleeding cash
- Legit MM shops struggling due to close to zero client flows
- Big topic is Buhnance - lol
https://x.com/degentradingLSD/status/1702568746014142602?s=20
- events are still flushed with cash (WOWZAS)
- VCs aren’t deploying - either they have no cash or they don’t dare to do a capital call now
- Interesting emergence of more liquid trading funds
- For surviving HFs, AUM is down on avg 50% from start 2023 on redemptions
- Volumes are down bad to 2019 levels, most exchanges are bleeding cash
- Legit MM shops struggling due to close to zero client flows
- Big topic is Buhnance - lol
https://x.com/degentradingLSD/status/1702568746014142602?s=20
X (formerly Twitter)
degentrading on X
So general take from Token2049
- events are still flushed with cash (WOWZAS)
- VCs aren’t deploying - either they have no cash or they don’t dare to do a capital call now
- Interesting emergence of more liquid trading funds
- For surviving HFs, AUM is down…
- events are still flushed with cash (WOWZAS)
- VCs aren’t deploying - either they have no cash or they don’t dare to do a capital call now
- Interesting emergence of more liquid trading funds
- For surviving HFs, AUM is down…
BasedMarket's Aerodrome liquidity is shifting to $BASED/$USDbC
if you have an active $BASED LP on Aerodrome, remember to transition
Alpha note: Platform launch soonTM
if you have an active $BASED LP on Aerodrome, remember to transition
Alpha note: Platform launch soonTM
friendtech codes up for grabs:
ft-pl0kkuaw
ft-56row4z0
ft-pkj2ijzj
see you in ft 🤝
ft-pl0kkuaw
ft-56row4z0
ft-pkj2ijzj
see you in ft 🤝
🔥3
regarding ft, will be sharing more trade ideas in my ft room
1) not to spam the channel, it is still my diary for keeping up to date w news, saving reads, recording thoughts, etc.
2) not everyone is interested in trading here
3) trying to provide more value for keyholders
nothing changes for the channel, still my crypto diary to update for my personal logs
so if you do some trading, then come and be trading buddies or just come and have chill chats w the others
will share my friendtech experience and thoughts some time next week after getting in and using its full features
1) not to spam the channel, it is still my diary for keeping up to date w news, saving reads, recording thoughts, etc.
2) not everyone is interested in trading here
3) trying to provide more value for keyholders
nothing changes for the channel, still my crypto diary to update for my personal logs
so if you do some trading, then come and be trading buddies or just come and have chill chats w the others
will share my friendtech experience and thoughts some time next week after getting in and using its full features
👍2
sometimes left-curving is better, especially so in web3
simply because majority of players in this space do not know what they are investing in
but there will come a time of change once tardfi and mass adoption comes in, then we'll have to look at valuations and ratios as per equities
but tokens =! shares so i think valuation models for web3 will be slightly different
expecting some sort of standardized web3 specific models in time to come
https://x.com/ViktorDefi/status/1702275175679459793?s=20
simply because majority of players in this space do not know what they are investing in
but there will come a time of change once tardfi and mass adoption comes in, then we'll have to look at valuations and ratios as per equities
but tokens =! shares so i think valuation models for web3 will be slightly different
expecting some sort of standardized web3 specific models in time to come
https://x.com/ViktorDefi/status/1702275175679459793?s=20
X (formerly Twitter)
Viktor DeFi 🛡🦇🔊 on X
Don't let intelligence and over- confidence get in your way, anon.
Someone with half your IQ is making 10x as you because they aren't smart enough to doubt themselves.
Enough of planning, start doing.
Someone with half your IQ is making 10x as you because they aren't smart enough to doubt themselves.
Enough of planning, start doing.
Forwarded from Ahboyash Reads
This has always been the goal.
https://x.com/degenspartan/status/1702573839434322209?s=46&t=2q9OLMlaobNlHLewOXT4uA
https://x.com/degenspartan/status/1702573839434322209?s=46&t=2q9OLMlaobNlHLewOXT4uA
X (formerly Twitter)
찌 G 跻 じ MBA, CFA, FRM, CFP, NGMI, HFSP, HENTAI 🛡️ on X
another tangential thought is about expectations and obligations
i feel the "wealthiest" people are NOT the ones with the most money
but the ones that can go anywhere any time and do anything without scrutiny or blowback
i wanna run this account that way…
i feel the "wealthiest" people are NOT the ones with the most money
but the ones that can go anywhere any time and do anything without scrutiny or blowback
i wanna run this account that way…
not sure if I shared on shuffle before, but here's my ref link: https://shuffle.com?r=Z60740ielx
looking at rollbit, i think farming for shuffle's airdrop will be worth it
*while i gamble myself at times, i do not promote gambling and please do not get addicted while farming for the airdrop. farm safely!
looking at rollbit, i think farming for shuffle's airdrop will be worth it
*while i gamble myself at times, i do not promote gambling and please do not get addicted while farming for the airdrop. farm safely!
Shuffle
Shuffle | The Future of Crypto Betting
The next generation in online casinos - play all of your favourite games on Shuffle, with the best rewards!
Crypto Mumbles
its so over we are going to zero 🫡
0xngmi's response to the glitch in the stablecoin mcap chart
bullish and bearish flows
liquidity flow >
#reads #tips
https://x.com/izebel_eth/status/1701349379431448841?s=20
liquidity flow >
#reads #tips
https://x.com/izebel_eth/status/1701349379431448841?s=20
X (formerly Twitter)
jez (blast era) (@izebel_eth) on X
OLD COIN BAD, NEW COIN GUD
when i first moved from hft options mm to stat arb, i had to learn a v important lesson:
>spot price does not matter
>the only thing that matters is flows
essentially: it is easier to frontrun the next flows than to tell the…
when i first moved from hft options mm to stat arb, i had to learn a v important lesson:
>spot price does not matter
>the only thing that matters is flows
essentially: it is easier to frontrun the next flows than to tell the…
Forwarded from Wu Blockchain News
In the hour after friend tech’s points were released this week, the friend tech key’s sell volume reached $2.399 million (1,466 ETH), currently the largest single-hour sell volume ever. With the sharp growth in friend tech users and TVL over the past week, the amount of points distributed has become smaller. There was strong selling pressure after the points were distributed. — link