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@0xCheBoludo

@anon_labs / DeFi | NFTs | Gen Art

Katılım Ekim 2021
851 Takip Edilen1.9K Takipçiler
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che@0xCheBoludo·
@TaxAlphaInsider WorldQuant Millennium for LP L/S and BofA Securities on PB side.
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Brent Sullivan
Brent Sullivan@TaxAlphaInsider·
Tax-aware long/short is growing like crazy, and the big news is that more broker/custodians are coming online to support it. I'm working on a broker/custodian story right now, and I'd appreciate any intros to leadership at Schwab, Pershing, and Goldman who want to tell me what they're up to. On a separate note, the long/short managers pictured vary significantly. Long/short forces investors to scrutinize each manager's alpha model during diligence. This had gone out of vogue during the direct indexing days. But we're getting back to basics, choosing managers who make the best investment decisions. We're just doing it with tax awareness now, and I'm all for it (assuming long/short is suitable for the client, etc.). Did I miss any asset managers? Say hello if I should know about you. Tell me about any managers I missed, especially hedge funds.
Brent Sullivan tweet media
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zinc (afk)
zinc (afk)@zinceth·
withdraw off @ourbit until they give the man his money
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Vanish
Vanish@vanishTrade·
On-chain trading today is like playing poker with your cards face up. With Vanish, your next move stays protected. Countdown has started.
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Mike Novogratz
Mike Novogratz@novogratz·
Proud to share that @galaxyhq is the first Nasdaq-listed company to tokenize its equity on a major blockchain. Thanks to our partnership with @superstatefunds, shareholders can now hold $GLXY onchain on @solana. This is a milestone for capital markets.
Mike Novogratz tweet media
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che@0xCheBoludo·
@Daimon444 When you’re ready to work with a PWM who is an active crypto participant and art enjoyooor, LMK! Would never come at you with this nonsense 🤣 I work at a wire house and have access to solid non-crypto solutions I think you’d like. Also won’t shame you for what you do outside 👊🏼
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Daimon
Daimon@Daimon444·
Financial Manager Pt 2 My financial manager wanted to talk again and called me yesterday First of all for those wondering, for various reasons not worth going into, I am stuck with him for now, and can't switch (nor do I want to right now tbh - as I am fine managing my crypto and NFTs independently). In due time I will make the change to someone new. This conversation managed to be more comical than the last, if thats possible We took care of some business and then he brought up crypto and NFTs again. Again, he wanted to talk risk, diversity, and percentages I again amicably told him I had some screws loose, and that I was at the sharp point of the Idiot Spear as @batsoupyum humorous called it on his podcast with Raoul. So I was holding most of my jpegs for the long haul He said crypto performance and valuation was based on sentiment, and that sentiment is incredibly fickle. Ok. He said BTC is not a good long term investment asset as it is not proven. Ok. I asked him a few questions about why he thought this - was quite charming to hear him prattle his textbook answers Then he turned to NFTs. He started lecturing about beanie babies 😂 and talking about tulip bubbles. "Do you know what beanie babies are?" haha Then I turned the conversation back to him, and started asking him questions - if he could guess, what probability would he guess that the entire NFT asset class would crash irreparably like beanie babies, as he is assuming? 80-90% chance he said. He did agree maybe 2-5% of NFTs could stay and remain valuable. I asked him to guess how much of my nft portfolio would be in that 2-5%. He said meekly that he didn't know The guy has absolutely no clue. Its hilarious. I lectured him for a while and again enjoyed being ridiculously degenerate in my projections, just for kicks Its a strange impulse, maybe others here know it, where the more skeptical someone is, and therefore the more arrogant that they know the answer, the more I feel like playing then giving long tedious serious answers But it is a fascinating reminder and look under the hood of the still out-of-touch perception of normies. I think this is changing, and we talked about it, but it is simply such a bullish reminder of still how early we are, especially in NFT land. I found myself quite chipper after our call He ended up telling me that he thinks a serious long term portfolio should have maybe 1-5% exposure to crypto assets. And he said that has only recently had he moved form 1-2% to 1-5%, due to ETFs, regulation and his growing interest and curiosity about ETH Guess thats the one interesting thing that stood out, that he thinks ETH is interesting, is better than BTC, and is growing in many ways that is capturing his attention Bullish for ETH, and indicates its likely true that Tradfi and trad money managers are waking up to it Another day intersecting between terminally online degen gambler world and traditional finance worldviews Still glad to be here with you all, with front row seats to the game 🍻 also - lets go crytpo this morning 🚀
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GONDI
GONDI@gondixyz·
History made on GONDI by the great art patron @CozomoMedici 📜⚔️ ‘When Airdrop?’ by @XCOPYART just received a 1,000,000 USDC loan — the largest XCOPY loan ever, and 1/1 digital art NFT loan ever. Terms for this loan: 1M USDC at 20% effective APR, 1-year duration, across two tranches. Over 500 years ago in Florence, the Gondi family were key financiers to the Medici, powering the Renaissance. Today, in the digital age, GONDI and Medici unite once again… only now, the canvas is on-chain and its a new kind of Renaissance.
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Angstrom
Angstrom@angstromxyz·
MEV stole your gains—Angstrom gives them back. Live on Mainnet now.
Angstrom tweet media
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che@0xCheBoludo·
@zinceth Zinc is goated
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zinc (afk)
zinc (afk)@zinceth·
20k followers holy 20 sol for the people just reply type shit, 4 winners
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che@0xCheBoludo·
@icobeast @Tyler_Did_It Also consider bulletproof coffee over Celsius. Grass fed butter and MCT oil are great for brain health and the fats help keep your energy from coffee more level throughout the day. And look into ingredients in Celsius (cyanocobalamin). No good.
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che@0xCheBoludo·
@icobeast @Tyler_Did_It This will fry your adrenal glands (they probably already are cooked). Wait 90 min in the AM to drink your first sip of caffeine. Hydrate in that first 90 min. Don’t drink caffeine past 1-2 pm. Will reset your adrenal glands and you’ll have more energy with less caffeine 🤝
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IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊@icobeast·
Ngl bros I think I gotta cut down on my caffeine intake and increase my sleep a little bit
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Small Cap Scientist 👨‍🔬🧪🥼
“$CRV is the Bitcoin of DeFi.”
Small Cap Scientist 👨‍🔬🧪🥼@SmallCapScience

I've been scaling into $CVX & $CRV at these levels. 1. Onchain Stablecoins have been mooning since 2023 regardless of market conditions. 2. Curve DEX volumes have been steadily increasing since September of 2023 and TVL stands at ~$2B. 3. RWAs are one of the hottest markets in crypto and Curve is the home of deep stablecoin liquidity and bribes which is a combo you can't get elsewhere. 4. Napier Finance, Resupply, Yield Basis, and Curvance are all protocols building on top of Curve that will launch in the next few weeks/months. Supercharging the flywheel. 5. $crvUSD TVL has been falling causing $CRV fees to pull back substantially. Resupply (leverage stable looping) and Napier Finance (yield trading) both have mechanisms to make crvUSD TVL sticky. crvUSD at $1B of TVL annually would make ~$45M in fees per year, the dex fees annualized right now are $33M. $crvUSD at the size of $USDe from Ethena ($5.8B) would clear $250M per year in fees from $crvUSD alone. In my opinion, $CRV / $CVX are extremely close to bottomed, and I expect the narrative to change very quickly in the next few months. $CRV is the Bitcoin of DeFi. Long Term Targets: $CVX - $41 $CRV - $6 The largest governments and funds in the world will own $CRV on their balance sheet as they compete for decentralized on-chain stablecoin liquidity. GL 🎯

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OSF
OSF@osf_rekt·
who is buying $REKT? let me tell you. i spent 10 years as a high yield credit derivatives trader...worked in london and on wall street. i traded with and spoke directly to the biggest real-money money managers in the world like blackrock, vanguard and fidelity, as well as the biggest hedge funds in the world like elliott, millenium and citadel. my former colleagues, bosses, clients and friends comprise people who are head of global trading desks, investment banking divisions and head portfolio managers. let me tell you that tradfi is now extremely crypto curious. by now, anyone who has faded crypto has seen it return from the dead time and time again and with what's happened since the bitcoin ETF pretty much everyone realises that they can no longer avoid it, and many seek exposure in their personal accounts. for the last 4 years since i left my old job, people have been asking me from time to time "what to buy". for the last 6 months, my answer has been $REKT. aside from the whole rekt drinks + brand coin narrative thesis, the main driver for them is that i am a real doxed person who they actually know personally irl. ive traded directly with many of these guys for multiple years and i never flaked on a price, never rugged anyone, always provided great liquidity and put out good trade ideas many of which were big moneymakers. most of these people TRUST me, and while that is a little daunting at times i feel like the added pressure is what makes me perform my best and work 10x as hard at everything. i think this is something that sets us apart from many other projects, and over the last few months i've been working hard at getting as many of these guys as possible and some of them are even institutional-size wallets so it's been a lot of capital pouring in (which explains the price action). most of these lads also aren't just in it for a quick flip. these aren't 18yo zoomers, i'm talking about some very established people (cue very serious investor memes). i've actually been posting a lot about $REKT on linkedin and i've had former clients and colleagues DM me asking how to buy, and many of them have gone on to acquire positions. so yeh, if ur wondering who is buying $REKT, there is ur answer. as i have been saying for the past few weeks, i am grinding flat out on this and i think we have some very interesting levers to pull that no one else has. watch this space.
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zinc (afk)
zinc (afk)@zinceth·
so $flipr is releasing a trading terminal for prediction markets…with LEVERAGE and social aspects… INSANELY undervalued. There’s nobody building this and millions of people who participate in prediction markets. I bet a lot of those degens would love a better experience + leverage…
Flipr@fliprbot

soon 👀

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zinc (afk)
zinc (afk)@zinceth·
In just 24 hours, $1.42m in fees were generated by @bonkfun. That's $108,000 in buy backs for $GP. In one day. $79m market cap. Name another coin that generates $600,000-$750,000+ in buy backs per week sitting sub $100m. It doesn't exist.
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