Trendaavat aiheet
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
Santisa
Professional risk manager // contributing to @Sparkdotfi⚡️ // CIO @Luciditycap
I think there are 3 types of blockchain-based investments:
1. Bitcoin
2. Onchain companies
3. Vapourware coins
Moving forward, I expect that we'll stop bundling these 3 together as "the crypto industry".
There's *a* crypto asset, and it's called Bitcoin.
All other attempts at storing monetary premium in random internet bits will be remembered as crypto's original sin. I expect them all to trend to $0 over the coming decade. While the jig is mostly up, there are still strongholds of resistance; ETH at $440B is an example.
On the other hand, there are onchain companies:
Blockchain-based businesses, where tokens serve as the equity in the system. They add value, and they collect fees. They are valued on their projected earnings. These are indistinguishable in their operations from traditional companies, except for the fact that the ownership lies on a public ledger, instead of a centralized one.
There's still time.
Run, while you can.
1,03K
I find it interesting that people love to play fund manager, even when there are dire consequences for doing it poorly.
It's hard for me to keep my own personal portfolio optimized as I'm busy with work, and my work literally is as an asset allocator.
Non-finance people dabbling with leveraged financial instruments/assets is a recipe for disaster. You're free to have fun shuffling money around, but please treat it as gambling so you can size accordingly.
To grow wealth: find the lowest-fee beta-exposure possible, and focus on your work. That's the real money maker.
1,42K
A fund's job is to make money. They don't care about your bags, they have LPs and a fiduciary duty to them.
GG WP.
24.7. klo 23.31
The Celestia Foundation has worked with Polychain Capital to assign Polychain’s entire remaining TIA holdings to new investors.
This month, the Foundation purchased 43,451,616.09 TIA from Polychain Capital for $62.5m. Polychain will shortly be undelegating their entire staked TIA holdings in order to settle this transaction.
To ensure neutral impact to the Foundation’s financial position, the Foundation is finalizing assignment of this TIA to new investors. These transactions will use a rolling unlock schedule, with the first unlock starting on 16 August and completing on 14 November.
2,42K
One of the risks of leveraged staked ETH strategies crystallizing right now.
each loop currently 29bps in negative territory. 10x lev = 2.9% loss
23.7. klo 02.23
18 days queue to unstake ETH from Lido.
What gives? trading -29bps from par right now.
Lending market supply rates +14% APR
3,35K
Johtavat
Rankkaus
Suosikit