Markus_bidding_54

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Markus_bidding_54

Markus_bidding_54

@markus_

DeFi/MEV/Hating 👨‍🦯‍➡️@tplus_cx founder 🧑‍🦯‍➡️@blend_capital contributor 🏦 https://t.co/k8NNvibCCi $500/m 👶 https://t.co/tgsk8h6kYw $15/m

Brooklyn, NY Katılım Aralık 2019
988 Takip Edilen1.9K Takipçiler
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Markus_bidding_54
Markus_bidding_54@markus_·
Long form explanation of t+, why it exists, why we're excited about it, who we are For those that missed my talk yesterday
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fitz
fitz@FitzYap·
happy saturday
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Charco
Charco@charcoded·
@ohdatskate junior BDs are a dying breed - there are enough BDs with experience and too few job openings. the time to be a junior BD was in 2022
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Kate
Kate@ohdatskate·
"we struggle to onboard LPs" - meet more traders or work with trading KOLs - check tradfi funds/family offices exploring crypto (linkedin and fintech events) - check active interop and their idle treasuries; check on interop launching lending products and steal their strategies - try to get native integrations with major wallets - co-brand with new L1s launching (lol, lmao even) - white-label if you have strong marketing (e.g, yield recycling in neobanks) - hang out with cex folks (like vip relationship managers); when they leave a centralized hell, they often retain their network - run wallet-targeted ad campaigns - broaden who qualifies as an LP in your case and rewrite the fucking docs and capital incentives
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Markus_bidding_54
Markus_bidding_54@markus_·
In the old crypto regime you were taught to ignore whitepapers because the authors loved LYING and were mostly moron strivers cosplaying as intellectuals Wondering how many parallels there might be tomorrow
merp@0xMerp

in the old crypto regime you were basically taught to ignore whitepapers over time caus the retardation had the potential to discourage you from apeing something that 10x'd the next day anyways wondering how many parallels there might be tomorrow

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Markus_bidding_54
Markus_bidding_54@markus_·
The martingaler lets you parameterize your way out of this ofc - but a dynamic martingaler that factors in premiums would make less liquid markets much more viable
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Markus_bidding_54
Markus_bidding_54@markus_·
This is cool Imo angles to explore are 1. It’s likely you tick past solvency at 1000x leverage (so LP eats a loss on liquidations) 2. The oracle is on a perp not the underlying and perps have periods where directional probabilities are lopsided ex: - Funding payment periods (when funding is elevated) - OI caps hit (TradeXYZ over weekends) Spamming positions around (2) is probably asymmetric since your losses are capped by (1)
jez (equity perps era)@izebel_eth

proud to introduce @papertrade_xyz - a fair-launched, fully-onchain perpetuals exchange built on hyperliquid by @izebel_eth & @blurr -1000x leverage -0 slippage -No funding costs -Self-bootstrapping LP coming soon. learn more at: docs.papertrade.xyz

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Markus_bidding_54
Markus_bidding_54@markus_·
@charcoded I personally think crypto would be better off if we foreclosed your house (yours specifically)
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Charco
Charco@charcoded·
@markus_ true. i love capped losses as a trader; one of crypto’s advantages over tradfi (where they will simply liq you to death and foreclose your house)
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Markus_bidding_54
Markus_bidding_54@markus_·
@charcoded Yeah thats what I mean by liquidation - point I’m getting at is your max loss is your margin and at 1000x leverage it’s often going to be less than the BBO implied loss
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Charco
Charco@charcoded·
@markus_ wdym by “liquidations” in this instance since you’re just getting closed at the BBO and your margin is transferred to the LP…?
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That boiii
That boiii@ryskyboii·
I had 16k 30 strike that expired this morning. I am going to commit a war crime
That boiii tweet media
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Markus_bidding_54
Markus_bidding_54@markus_·
Read this as “could @defidave be sued like OpenAI” I’m fully on board lock that guy up
Markus_bidding_54 tweet media
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Nikita
Nikita@nikita_builds·
Ive started finding it much more difficult to be impressed by software. Everyone is launching things and I cant help but think all this is amalgamated ai slop that doesnt need to exist as a product because anyone can get their AIs to build it Am I too jaded
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Charco
Charco@charcoded·
the perfect sweats must have all the following features: - 100% ring spun organic cotton - 3 deep zippered pockets - drawstring that is easy to untie but never comes untied - heather grey - a cuff but not the gay kind - loose fit still haven’t found them :(
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Markus_bidding_54
Markus_bidding_54@markus_·
@FishyDeFi They've successfully manufactured a source of alpha through their disinformation campaign and I cannot leak it on the TL 🤳
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Fishy
Fishy@FishyDeFi·
@markus_ what have they lied about
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Markus_bidding_54
Markus_bidding_54@markus_·
HL is closed source because they love LYING in their docs and having a source of truth would ruin that
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