Valor
59 posts

Valor
@0xvalorem
picking up pennies in front of a steamroller
upper west side Beigetreten Ağustos 2025
360 Folgt14 Follower

Since it's gay pride month I'm going to post my annual gay take
For thousands of years humans wondered "what if we set the gays free. What could they do?"
And in the early 00s America set you free. This country allowed you to live, marry and express an identity that is centered around solely who you are sexually attracted to.
Initially, we thought we were opening the doors to a Renaissance type event. Here was a new people arriving at the world stage. What will they bring? Great art? Great architecture? Great music?
Unfortunately that event never happened. It's a disappointment.
Happy pride month
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@stablenomics i think this article is largely cope (not to judge). Lots of guys in NY looking for a good crypto gig. for sure the distribution is better here but the best get good roles anywhere. grass is greener syndrome.
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Another week of @3f_xyz private beta!
Now $3.1 million of total exposure sits with the JAAA tokenized fund sub-managed by @JHIAdvisors and tokenized by @centrifuge
Yesterday's 3F auction cleared the full stack.
Same RWA, three risk profiles, three different rates:
🟧 Leveraged LP (8x): 21.7% APY
🟦 Bridge Facilitator: 8.95% APR overnight
🟩 Morpho lender: 3.3% APY
To be continued next Wednesday!

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i wrote a paper about this chart pattern and how it emerges out of a simple model
this model tries to help improve our understanding about how price discovery takes place in the market
Cooker.hl | 版本之子 (Theo Arc)@CookerFlips
This pattern genuinely tells you so much about the current state of the market
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has the meta of equity == token disappeared? I'm still super bullish. let's bring back oversubscribed equity tokens.
cc: @MetaDAOProject
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Valor retweetet

@IanRountree @ameekapadia Upgraded my seat to sit closer to the LPs (I’m flying Frontier)
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VC hierarchy as observed on my SFO-LAX flight. Of the friends on this plane…
@ameekapadia’s in the back
I’m in economy+ (a rare luxury for me)
Friend from a mega fund is in 1st
One of our LPs is in row 1
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