J. Alex
1.9K posts
J. Alex
@0xJala
Disgraced ex-Executive Chef of Yunt Capital, a subsidiary of Yunt LLC
Katılım Nisan 2021
325 Takip Edilen1.5K Takipçiler
Highest ROI stuff to do in NYC:
- Live jazz
- In-unit laundry
- Citi-bike membership
- Staten island ferry (free)
- Cowork from the Throwback sports bar in UWS
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32M/y profits on top of a 50M treasury built up already
The “foundation contribution” is what goes to buybacks so it’s already considered a cost before the profit line
All assuming eth $2k too
With no investor vests left and all metrics breaking ATH on the cash business
Trades at like 5-6x revenues when hype trades at like 60x
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Etherfi would be 3-5x higher based on metrics / revenues alone… but they said $50m buybacks and have suddenly stopped them
Team needs to be more true to their word to trust the token
The scroll - optimism migration is likely why
But need to see them get way more aggressive w buybacks than this $30k per few days recent work.
Note: dcf cap seeded etherfi and has only been buying more. Someday it’ll happen.
Emperor Osmo 🐂 🎯@Flowslikeosmo
I think the market is discounting multiple businesses at the current stage. Looking at @EtherFi $ETHFI - LRT Market Dominance of +60% - Fortress Tokenomics (fixed 1B supply, zero inflation, dual buyback engine generating $16-24M/year) - Cash Card pivot $4M earned in its first 8 months - $ETHFI -94.8% from ATHs ~$0.44 - $15.1M fees in 30 days ( second highest besides Lido with $44.6M) - P/F ratio: 1.92x vs. Morpho: 7.38x The $60M target (15x from the current amount earned) for Card Revenue shows just how unproven and early Crypto Cards really are. Fee growth despite TVL dropping. Price hasn't caught up yet. Probably worth accumulating down here.
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FOLLOW THIS OG IMMEDIATELY
I’m not gonna reverse dox his anon main, but listen….this is a legend of legends, seriously. A true friend and compatriot to so many of you over the years that if you don’t follow him back, I’ll be personally disappointed in you
Marlowe Johnson@0x_marlowe
After the better part of a decade as a CT anon, I’ve finally made a facer account to share that I’ve returned to @circle, shifting from BD to serve as Principal Ecosystem Marketing Manager with a focus on @arc!
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@toptickcrypto For the sake of [my family], recommend no more questions like these
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Genuinely curious what teams collectively need this much
Aggr News@AggrNews
*A16Z CRYPTO TARGETS AROUND $2B FOR ITS FIFTH FUND: BBG
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@trading_axe @spectatorindex think you are being shadowbanned by nikita lol
any comment which doesn't support Israel is not being shown in my timeline
got a warning for the first time and my account was locked for a mild anti war comment
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BREAKING: US State Department issues 'depart now' alert for over a dozen countries in the Middle East
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@0xmjt @_stevenhl @smartestmoney @KevinWSHPod in steven's culture, it's considered customary to volunteer part of your retirement to those who contributed to it
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On the latest @KevinWSHPod, Jeff says that the AF is misunderstood. He sees the AF buying and burning HYPE akin to Ethereum burning all priority fees.
No one asks ETH devs to route priority fees to Vitalik to spend when ETH is high, so there is a double standard.
Hyperliquid
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Walmart is now the 10th largest US public company by market cap at just over $1T, not far behind Berkshire in the 9th spot. Who has the best explanation for why $WMT and $COST trade at the valuation multiples they do?
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@hedgedhog7 Can you explain your reasoning for why this hasnt been the case to date?
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@lazyvillager1 @24jogabonito Finally, there was absolutely no institutional incentive to tank until the Kyrie injury and after the injury they were stuck at 10, too much of a cushion to blow into 11.
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@lazyvillager1 @24jogabonito also they were the 10th seed for 6 weeks or so prior to the play in so the risk of making the playoffs was actually there for a while.
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entering the year, the best bet in 2025 of any asset class was probably slamming dallas getting the #1 overall pick (~1.8% I believe) in the NBA once they fell deep enough in reg szn to enter the lottery
think very interesting takeaway / lesson on markets
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@Blockanalia You'll welcome him with open arms, I presume coindesk.com/policy/2021/12…
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@lazyvillager1 @24jogabonito A few glaringly obvious issues with this so I'm wondering if youre just saying "markets are rigged"?
Even after the trade and Kyrie's injury, the Mavs still played in the play-in meaning there was a chance (~15%?) even that point that they would not be in the lottery at all.
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@nic_carter @Sandude3 Also "bonds" is not technically correct. They are short duration bills.
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@Sandude3 the safest and most secure and most liquid financial asset on the planet by the way
calling them just "bonds" is insane. they're not buying junk debt.
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this from the NYT is the most bad-faith anti-stablecoin argument I've ever seen:
- most "high yield" accounts pay piteously little. Chase pays 0.01%. the national average savings rate is 0.60%
- GENIUS banned stablecoin issuers paying interest directly thanks to the bank lobby
- stablecoins would LOVE to pay interest, and the ones that do (through intermediaries) pay much higher rates. Coinbase pays a base rate of 3.85% on USDC right now.
- if stablecoin issuers WERE allowed to pay interest (directly) they would outcompete the banks handily
- at maturity, most stablecoin issuers will end up paying interest through third parties (is my guess). at this point, the talking point will switch to "stablecoins are causing depository flight and harming the banks, this is unfair".
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As long as HL pre market futures for MON trade at ~$4b fdv, it’s definitely going to fill. With the time to physical delivery so short, I am surprised about the size of that dislocation.
Xeer@Xeer
the @monad raise on @coinbase is going relatively slow but is now almost 80% filled. this will almost certainly fill out and get oversubscribed once the @megaeth refunds happen. if you have invested in both, you are a gambler not an investor 🙄
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@MonetSupply @Cbb0fe In the former, Re7, MEV, etc. are borrowing credibility from Steakhouse and BA
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@MonetSupply @Cbb0fe 99% agree but wonder if we should be flipping the UI a bit.
Consider: Should Morpho or Euler have front ends with tags for curators or should curators have front ends with tags for the underlying infrastructure provider?
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