Sabitlenmiş Tweet
Luke Leasure
177 posts
Luke Leasure
@0xMether
question assumptions, challenge conventions, embrace uncertainty, explore complexity Research @blockworksres / formerly @blkswanresearch
Katılım Haziran 2023
2.6K Takip Edilen1.5K Takipçiler
Luke Leasure retweetledi
@CosimoCapital @minnus Wednesday March 25th @ 9:20 AM on the main stage!
English
Luke Leasure retweetledi
English
Personal Update: This is my last week at Blockworks.
What @JasonYanowitz & @MikeIppolito_ have built is truly exceptional - high talent density, high work ethic, *great* people. I’m gonna miss this team, & I’m grateful for everyone here that made this chapter special. I’m just lucky to have been a part of it.
There is no doubt in my mind Blockworks continues to grow and dominate data, research, & podcasts. This team SHIPS like no other. @smyyguy, @EffortCapital, @0xMether, @GoldDefi, @fejau_inc and the rest of the team are just getting started.
Excited for what’s ahead.
On to the next thing. More soon.
English
Crypto’s token problem isn’t unsolvable.
With the right onchain data, transparency, and disclosure standards, there’s an opportunity to make tokens more legible to investors than public equities.
Mippo 🟪@MikeIppolito_
English
DAS NYC is less than 2 weeks out!
@shaundadevens will be HYPE-pilling the masses.
Ticket prices go up more than your coins. Sidelined?
Mippo 🟪@MikeIppolito_
DAS UPDATE. We've completely sold out of VIP tickets and are raising GA prices by $300 due to very limited availability. There are only a couple hundred tickets left, probably will be sold out by early next week. Wild to see, institutional bull market.
English
21 days out from DAS NYC.
Hard to imagine a deeper conference roster.
Looking forward to hosting @StaniKulechov @tn_pendle and @gdog97_ for a conversation on building the onchain fixed income economy.
English
"MCP represents the definitive fix by moving transaction ordering guarantees into the protocol itself, eliminating the fragmentation that forces market makers to price in infrastructure uncertainty."
Incredibly fascinating read by @minnus and @0xcarlosg
Sam Schubert@minnus
English
Lightspeed brings institutional-grade investor relations to the Solana ecosystem.
Builders get credibility and reach, while investors get the transparency and data that matter.
Blockworks@Blockworks
English
show me a cleaner launch chart for a crypto x ai project with a big marketplace vision and a cracked founder
the fact that the ai ecosystem it's in is currently "out of favor" will actually make this continued rally even more hated
English
You can get your tickets here, and use code LEASURE100 for $100 off.
blockworks.co/event/digital-…
English
What can be accomplished when our industry's best innovators, operators, allocators, and regulators meet in the same room?
@blockworksDAS is exactly that, March 24-26th in NYC.
English
@DeFi_Dad @pendle_fi Thank you! Would be happy to discuss more if helpful
English
@0xMether I can’t say I follow every detail here (my own limitation) but fascinating analysis of our favorite defi data on @pendle_fi. Nice work, sir 👊
English
Luke Leasure retweetledi
Hyperliquid quietly achieved the deepest top-of-book liquidity in crypto.
At ±1bps from mid, Hyperliquid shows $3.1M of resting BTC depth vs Binance's $2.3M.
HIP-3's silver market is similar: $33K vs Binance's $24K at the tightest level.
(my quant is building a dashboard).
jeff.hl@chameleon_jeff
Hyperliquid has quietly achieved an important milestone of becoming the most liquid venue for crypto price discovery in the world. See below for side by side comparison of BTC perps on Binance (left) and Hyperliquid (right). With HIP-3 teams leading the way, Hyperliquid has also grown to become the most liquid venue for perps on tradfi assets. Thank you to everyone's hard work as we upgrade the financial system and house all of finance.
English
@0xMether good piece
theres a good methodology ive used a few times looking at tbill spreads + asset comovement. shocks are generally persistent and autocorrelated, so disengalging them is a challenge. could be interesting here: papers.ssrn.com/sol3/papers.cf…
English
Some of the coolest, most unique work I've seen on crypto market regimes in a long time. Awesome work @0xMether
@blockworksres
Luke Leasure@0xMether
English