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adcv_
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adcv_
@adcv_
chef at @steakhousefi | professional stablecoin enjoyer, air conditioning maximalist | @lidofinance @skyecosystem & friends
👨🍳 at 🥩🏠💵 Katılım Kasım 2021
1K Takip Edilen2.2K Takipçiler
adcv_ retweetledi
Another $6 million of the EF's secured by their own deposits.
Any depositor over a reasonable threshold in the @SteakhouseFi @Morpho vaults has the right to veto a change to the vault or exit using @AragonProject.
This is how you reduce counter-party risk programatically.
Ethereum Foundation@ethereumfndn
0/ The Ethereum Foundation continues to explore DeFi as part of its treasury strategy. In Oct 2025, EF deployed 2,400 ETH + ~$6M in stablecoins into @Morpho Vaults V1. x.com/ethereumfndn/s… Today: another 3,400 ETH into Morpho, where 1,000 ETH in Morpho Vaults V2. Why Morpho? 👇
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@PhiMarHal @lex_node Had completely forgotten, apologies, I was almost certainly out of line I'm sure. Nonetheless hugely respect the grudge, rare to see this level of vendetta outside the Dinaric Alps, it must be cultivated and nurtured like a burning ember, I will strive to keep the fire going
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I'm envious of people who can travel easily...I don't get how more people don't find it traumatizing? You get stripped of your civil rights (you basically have no rights at border control just FYI), all your private belongings are searched, you are often physically molested, you are trapped in a box in claustrophobic conditions for hours with no free access to food/water or sanitation, etc and forced to breathe the same air and often rub up against complete strangers. . .and people just do this? all the time? people do this for "fun"?
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@freddavid2406 @Luzius @BR_Sprecher The best counterfactual is in fact Switzerland.
There is no universe in which a brick of prescriptive and myopic EU law would improve Swiss competitiveness. Rather the contrary. Thanks for the gratuitous pretension tho
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@adcv_ @Luzius @BR_Sprecher The usual, rather ignorant arrogance. Of the 10 most innovative countries worldwide, 4 are EU member states, with Sweden, ranked second after Switzerland, very closing in on the number one. This means the EU is anything but an obstacle to national prosperity and innovation.
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Disappointing to see that @BR_Sprecher is not better informed. Beat Jans is not only confused about the backers of the different studies, he also struggles to understand what they all predict, namely that the negotiated EU treaty would mostly bring quantitative growth (more people) but almost no qualitative growth (higher GDP per capita).
autonomiesuisse@autonomiesuisse
Beat Jans wurde nach unserer Studie gefragt. Seine Antwort? Nicht sattelfest. BAK Economics stammt von Economiesuisse, nicht vom Bundesrat. Ecoplan zeigt 0.08% Wohlstandsgewinn pro Kopf pro Jahr. Und die BSS-Studie behandelt Forschung, nicht Wirtschaft.
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Steakhouse Financial@SteakhouseFi
The Steakhouse USD Machine is live on @MakinaFi. Our first deployment on Makina, a DeFi execution engine for onchain strategies. One deposit, automated yield aggregation across our vault portfolio, trustless NAV accounting. The Kitchen is open 🥩 app.makina.finance/strategy/usdsh…
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adcv_ retweetledi
The Steakhouse USD Machine is live on @MakinaFi.
Our first deployment on Makina, a DeFi execution engine for onchain strategies. One deposit, automated yield aggregation across our vault portfolio, trustless NAV accounting.
The Kitchen is open 🥩
app.makina.finance/strategy/usdsh…
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They cut the most important character out of it
netflix⁷@netflix
Hudson Williams, Jennifer Grey, Terry Chen, Elizabeth Adams, Hannah Galway, and William Mapother join the cast of THE ALTRUISTS. The series tells the story of Sam Bankman-Fried (Anthony Boyle) and Caroline Ellison (Julia Garner), two hyper-smart, ambitious young idealists who tried to remake the global financial system in the blink of an eye...before they were accused of stealing $8 billion.
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@freddavid2406 @Luzius @BR_Sprecher There are two EU countries with a higher GDP per capita than CH (Ireland and Luxembourg). Much like suggesting Andorrans are the most prolific smokers in the world as measured by cigarette sticks per capita.
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@Luzius @BR_Sprecher One has to understand at some point that Switzerland's 143 agreements with the EU are not solely about GDP, but also about security, energy supply, immigration, stability, and so on. GDP is primarily a national matter. There are EU countries with a higher GDP per capita than CH..
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@PhiMarHal @lex_node humbled and honored to be featured as the worst person you know, never give up, never blackpill
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@DeanEigenmann Forcing a quarterly sampling frequency creates KPI-ification and earnings management without a corresponding improvement in actual transparency. It heavily disincentivises long term investment. Credit Suisses last filing showed a >10% T1 ratio, not much signal to noise
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this doesn’t seem like a good thing ?
zoomer@zoomerfied
[ ZOOMER ] THE SEC IS PREPARING A PROPOSAL TO ELIMINATE QUARTERLY REPORTING REQUIREMENTS: WSJ
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so you see the EF posted a new Mandate that's a proxy for the hardline Cypherpunks against the Pragmatist Turn and there's this new mantra called CROPs. and like Milady's are involved somehow and the machine elves and DMT. and technically its an internal doc but like posted publicly so it's kind of a signal about subtraction-by-proxy. and there's a conspiracy theory that Nick Land is involved. it all goes back to the Populist Revolt in 2025 when people were unhappy about ETH performance and app building and like the EF did this Co-Director thing and it lasted for about a year and kinda changed things but now it's like kinda unclear if it's reverting or we have a new hybrid thing and
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75% of a sample of 400 CFOs would trade off long-term value for "earnings management" (Graham, 2005).
Marc Rich, on the other hand, invested in the long-term, unburdened by quarterly disclosure requirements.
adcv.xyz/p/you-give-a-v…
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This is not about oil but it is about Marc Rich.
A coerced sampling freq of 4x/year obviously forces managers to solve for KPIs over making better decisions. Fewer disclosures are worse for transparency but may allow well-aligned managers to make conscious long-term bets.
zoomer@zoomerfied
[ ZOOMER ] THE SEC IS PREPARING A PROPOSAL TO ELIMINATE QUARTERLY REPORTING REQUIREMENTS: WSJ
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Based and billionaire pilled
Christian Dean@christiandean_
@saraaa7447 @_FriedrichMerz The number of billionaires in a country is a good proxy for how much wealthier it is. USA has double the billionaires of Europe despite having half the population. Europe should have double the number of billionaires and would do if it didn't regulate as much.
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@lukaszbyjos @christiandean_ @_FriedrichMerz The exercise is about whether it makes sense to do it at the European level. It's a reasonable question who should get to determine the level of this regulation. Claude is the one with an ideological tilt here
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@christiandean_ @_FriedrichMerz Literally, Claude is destroying the reasoning of Grok.
Eg deleting regulation of infant food and additives.
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adcv_ retweetledi
Grok has finished reviewing the entire corpus of active EU legislation.
It recommends deleting 89%.
@_FriedrichMerz
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What other large datasets should I run this on?
Christian Dean@christiandean_
Grok has finished reviewing the entire corpus of active EU legislation. It recommends deleting 89%. @_FriedrichMerz
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