Astronaut Capital

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Astronaut Capital

Astronaut Capital

@astronautcap

Cryptocurrency Asset Management and Research. Writing occasionally https://t.co/bqF0yazQJV

Cayman Islands Katılım Ağustos 2017
1.2K Takip Edilen4.3K Takipçiler
Astronaut Capital retweetledi
Matt D
Matt D@mjdibb·
We’ve just issued some new research on ChainLink $link that we have been writing since pre the recent pump It’s quite a process in trying to come up with a suitable valuation framework for such a huge project that hasn’t really focused on the monetization aspect yet Check it out and see if you agree
Picolo Research@picoloresearch

We are pleased to release a new research report on @chainlink Skip to the end for the full report.

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Astronaut Capital retweetledi
Picolo Research
Picolo Research@picoloresearch·
We are pleased to release a new research report on @chainlink Skip to the end for the full report.
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Astronaut Capital retweetledi
Picolo Research
Picolo Research@picoloresearch·
We are pleased to release our first research report in hot minute, this time on @synthetix. Skip to the end for the full report.
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Astronaut Capital
Astronaut Capital@astronautcap·
We are currently hiring for two remote positions: 1) On-chain analyst with deep experience of Nansen.  2) Crypto analyst capable of assisting in the preparation of research reports (min exp 2 years)
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PowerTrade
PowerTrade@PowerTradeHQ·
📢 Update: October 2022, $91M in Volume ⚡️It’s been a record month of trading volume at PowerTrade with volumes up 42% over last month at $91M
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Astronaut Capital retweetledi
Laevitas
Laevitas@laevitas1·
We're happy to announce the launch of our new UI. Big thanks to all of you who have helped us with feedback and feature ideas! medium.com/laevitas/2-0-r…
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Astronaut Capital retweetledi
Laevitas
Laevitas@laevitas1·
This feature was requested by a lot of you. Futures charts will no longer be limited to BTC & ETH on the new UI.
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Astronaut Capital retweetledi
Zaheer
Zaheer@zaheerebtikar·
Crypto risk management is the biggest oxymoron. There’s a plethora of absurd assumptions we make everyday to operate in crypto and most people (myself included) don’t account for these tails appropriately. Then again some of them are the foundations of the games we play.
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Astronaut Capital retweetledi
dart
dart@poordart·
@chamath Haha omg we just used Dall-E AI too We described "scummy VC bro with broken moral compass" This is what it came back with...
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Forbes
Forbes@Forbes·
A recent survey by Forbes of 65 of the world’s wealthiest people revealed that nearly 30% are either directly or indirectly invested in cryptocurrencies, a rate that is higher than among non-billionaire investors. trib.al/RXWDjUS
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Astronaut Capital retweetledi
Laevitas
Laevitas@laevitas1·
We're excited to announce our seed raise co-led by Three Arrows Capital and @DeFianceCapital. We would like to express our sincere gratitude to our investors, partners and community who have supported us since day 1! medium.com/laevitas/annou…
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sam.frax
sam.frax@samkazemian·
Safety & stability are most important when things are bad, not when things are good. Stay safe everyone. 🙏
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Laevitas
Laevitas@laevitas1·
On today's update we launched our V1 options pricer for BTC, ETH and BCH. Using this calculator you can price a hypothetical options portfolio, view the greeks (both BS & smile greeks), P/L chart and comparative pricing on exchanges. Link: app.laevitas.ch/dashboard/pric…
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Astronaut Capital retweetledi
Laevitas
Laevitas@laevitas1·
Happy to share our first piece of analysis to close the year. Expect more of these in 2022! medium.com/laevitas/eoy-w…
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Astronaut Capital
Astronaut Capital@astronautcap·
A beautifully written letter to LP's on the state of the market (trad-VC specific) This is a sobering reminder of where global markets currently are and emphasizes the need to tread caution amongst the frenzy “Valuations have risen, diligence has fallen and excess is in excess“
Josh Wolfe@wolfejosh

1/ Releasing a redacted Lux quarterly letter to LPs. Some strong views of -a catalog of an excess of excesses -what catalysts cause the current market frenzy to end (preview: LP indigestion) -what we are advising our Lux family companies -much more…

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Astronaut Capital
Astronaut Capital@astronautcap·
Brilliant ep unpacking absolute and relative valuation frameworks, and how they continue to morph as new sectors are created There is herd mentality in valuing anything. If enough people believe, it is true, until such a time that it is not.. and thus new frameworks emerge again
Zhu Su@zhusu

New Uncommon Core episode is out We discuss the search for valuation frameworks in crypto and I posit some thoughts, possibly unsettling, in favor of the notion that all attempts at valuation are themselves intersubjective and narrative-driven youtu.be/r7ScHN5Y6jQ

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Laevitas
Laevitas@laevitas1·
Anyone know what's happening on Huobi BTCUSD perp? Massive decrease in OI (-83%) in the last 24h.
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Astronaut Capital retweetledi
Zhu Su
Zhu Su@zhusu·
The best-kept secret in trading is that far more money has been made buying new highs than any other type of strategy, and it's not even close
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