Yilan
298 posts

Yilan
@Yila722
Prev. Invest&Research LD Capital|Yale U. #Ongoing: Innovating AI for democracy &Quant Strategy
Singapore Katılım Ekim 2021
1.1K Takip Edilen852 Takipçiler
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Would you like ask Manus to complete a task for you?
Reply to this tweet with a task you'd like Manus to handle. Our team will run your request with Manus and share the results with you.
Whether it's research, content creation, data analysis, or something creative - let's see what Manus can do!
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画师老师牛逼
日元升值会导致杠杆套息资本的利润空间大幅压缩甚至亏损,BTC CME杠杆基金套利资金的年化无风险收益是14%,日央行加息+近期日元升值导致的资金成本增加为0.25%+12%。因此日元是否继续升值是影响近期行情的关键,日央行不继续加息就还能接着奏乐接着舞,日元继续升值短期继续不乐观
Crypto_Painter@CryptoPainter
再结合之前关于这篇文章里提到的CME期货溢价套利及ETF净流入相关的内容,我大致梳理了一下日元流动性进入BTC市场的流程: x.com/CryptoPainter_… 1. 机构从日本央行借到无(低)利率的日元; 2. 将日元换成美元流入美国市场; 3. 通过CME和ETF进行对冲套利; 4. 不带杠杆的情况下获得年化14%无风险收益; 5. 由于借来的日元没有成本,因此这个过程可以无限循环,直到抵押资产全部抵押达到贷款上限; 而这个流程如果出现隐患,只有从源头开始: 那就是日元加息,导致原先借款成本升高,毕竟日元首次加息后,BTC就停止了牛市进程; 而第二次加息后,出现了周一的巨额暴跌... 所以当下市场最大的敌人,其实是日本央行! 本文由 #Pionex 派网3.0 | @pionex_zh 独家赞助
中文
Yilan retweetledi

风再起时,欢迎来到ArkStream的Twitter Space,一起漫谈二级最新的变化与思考
主题:二级漫谈 | Meme乱象,价值投资失效是这一轮牛市的主旋律?
时间:7月25日(周四),晚上9点 UTC+8
主持人:@ark_stream的合伙人 @Btman_Jeff
联合举办:@OdailyChina @BSCNews
圆桌嘉宾:
@Cycle_Trading研究分析师 @Yila722
@iobc_capital投资总监 @metacousin
二级分析师,量化交易员 @cryptopainter
独立研究员 @0xNing0x
📷点击下面的链接在活动开始时提醒我! 【x.com/i/spaces/1DXxy…】

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Yilan retweetledi

🗓 Roadmap Calendar (Feb-Apr)
When mainnet ? When token ?
🖥 Mainnet
Q2: zkSync - Full Launch Alpha
H1: zkPass - zkPass Protocol v1
H1: Diva Staking - Mainnet Launch
H1: Babylon - Mainnet Launch
Q1: EigenLayer - Stage 2 Mainnet
Q1: Taiko - Ethereum Mainnet
Q1: zkSync - Layer 3 Proof of Concept
Q1: Avail - Mainnet Launch
Q1: Diva Staking - Mainnet Launch
Q1: Babylon - Mainnet Launch
Q1: Aleo - Mainnet Launch
Feb: Blast - Mainnet Launch
Feb: Scroll - Mainnet Upgrade
🪙 TGE / Airdrop / Token Sale
H1: LayerZero - $ZRO Launch
H1: KiloEx - Airdrop point / TGE
Q2: Kinza Finance - LP Fi
Q2: Web3Go - TGE
Q1: Starknet - $STRK Launch
Q1: Wormhole - $W Airdrop (assumption)
Q1: Puffer - Pre-Mainnet Campaign
Q1: Ambit Finance - Incentivated Alpha
Q1: Kinza Finance - Airdrop point / $KZA TGE
Q1: Polyhedra - Binance Web3 Wallet Airdrop Event
Q1: MilkyWay - mPoint / $MILK Token launch
Q1: Unagi - $UNA token launch
Q1: Myshell - Shell Point Farming
Q1: QnA3 - Credits Farming
Q1: Grass - Points Earning - Epoch 2
Feb: Blast - Dev Airdrop
Feb: Lista - CAC Season 1 Airdrop
Feb: Gomble - Season 2 Airdrop
Feb: Web3Go - 1st Airdrop Round
Feb: Aevo - Farming Program / TGE
Feb: Unagi - Persona NFT Whitelist / Mint
Feb: Gomble - Season 2 Airdrop
Mar: Lista - CAC Season 2 Airdrop
Apr: etherfi - Token Launch
Apr: Ambit Finance - Token Launch
🧑💻 Testnet
Q2: Monad - Testnet Launch
Q1: Astria - Testnet Launch
Q1: Kakarot - Preparing to launch a testnet
Feb: Tabi - Tabi chain testnet
Feb: Mind Network - Testnet Launch
Feb-May: tea Protocol - Incentivized Testnet
🚀 Product Launching
H1: MapleStory Universe - Game / Token Launch
Q1: Unagi - New Game Relaese
* * *
Disclaimer:
- Only projects that have not yet launched their tokens are shown.
- These projects were either invested in by top VCs or selected as notable based on layergg's criteria.
* * *
💞Please Like + Retweet if you enjoy this Roadmap Calendar.
➬ Follow me @layerggofficial for more!
🔗Sharing is welcome, just a nod to the source would be appreciated.
Thanks for reading🫡

Deutsch
Yilan retweetledi

🚀 全网热议,见证历史,不容错过!
🌐 主题: BTC 现货 ETF 会给 Crypto 行业带来哪些影响
📅 时间: 01月12日 20点 (GMT+8)
💡 专家解读: BTC 现货 ETF 如何开启加密行业新篇章?@KarryWeb3 @Yila722 @0xJaleel_eth @one_snowball @hangqinga @Xiaonezha_lab @GongYouchai
🤑 赢取奖励: 参与本期 AMA,领取200 USDT 现金大奖!
1️⃣ 点赞+转发推文,抽取10人,每人10 USDT
2️⃣ AMA 期间互动奖励 100 USDT
👉 如何参与: 关注 @BitgetWalletCN @Bitget_zh + 设置提醒 x.com/i/spaces/1ynga…
#Bitcoin #BitcoinETF #BTCETF #Bitget #BitgetWallet

中文
Yilan retweetledi

2024 Twitter Space Vol 1
After the approval of US BTC spot ETF, what happen next!? Let's chat tonight and listen different guests' opinion. Can't wait for tonight!! 🙋♂️
📅Date: 11 Jan
⏰Time: 9pm (HKT)
⭕️Twitter space: twitter.com/i/spaces/1DXGy…

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