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@neverliquidated

yield farming research

Katılım Eylül 2024
1.7K Takip Edilen1.7K Takipçiler
watanabe
watanabe@neverliquidated·
@mageeclegg i got scammed out of the san cristobal view jaja
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Magee Clegg
Magee Clegg@mageeclegg·
I usually only post the clear days in Santiago 🇨🇱 But this time of year… The city disappears for days at a time.
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Diogenes
Diogenes@diogenes·
“I take vyvanse it’s great” “Is that a peptide??” Asked by anon Kalshi employee
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watanabe
watanabe@neverliquidated·
@dcfgod what if btc goes in the way of nft
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DCF GOD
DCF GOD@dcfgod·
yeah he's among us
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AllThingsEVM.eth
AllThingsEVM.eth@AllThingsETH·
USD to USDC on-ramping fees and wait times: ✔️ @coinbase - ACH/Wire Fee: Free Time: 0-6 days ✔️ @RampNetwork - Card Fee: 2.43% Time: Instant ✔️ @AlchemyPay - Card Fee: 4% Time: Instant ✔️ @peerxyz - PayPal, Venmo, CashApp, etc... Fee: 0% (depending on liquidity) Time: Instant
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BowTiedMara
BowTiedMara@BowTiedMara·
📍Azul, Buenos Aires
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watanabe
watanabe@neverliquidated·
@ImperiumPaper should've just made it unredeemable and called it revenue when users without the right connections have to sell out of it at a depeg
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watanabe
watanabe@neverliquidated·
@D2_Finance bro forgot he was a protocol and started cooking
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D2 Finance
D2 Finance@D2_Finance·
How is a -29% drawdown consistent with the Convexity Alpha / vol arb strategy QVR has been marketing in their factsheets and public commentary? They position it as market-neutral, exploiting dislocations and gamma/convexity from price-insensitive option-selling flows, with theoretically controlled risk and aiming to flat-to-positive carry. Even if they got some correlation or dispersion bet wrong, this magnitude of loss feels way outside what the risk profile implied. Any color on what actually blew up here? @TheStalwart @tracyalloway P.S. Apparently wearing black nail polish is bad karma. Who could have seen that coming?
D2 Finance tweet media
The Long View@HayekAndKeynes

Benn Eifert’s QVR is winding down after a painful YTD drawdown

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watanabe
watanabe@neverliquidated·
@gminoprio optimistic? maybe the argie expats lol
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Gianluca Minoprio
Gianluca Minoprio@gminoprio·
Argentinian are dangerously optimistic and ingenious In the right environment they just kill it
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Rami
Rami@rami_poker·
RAMI POKER CAPITAL remains mostly on holidays: After mostly quitting crypto, I've realized a few things: -I'm feeling a profound void. It's not like crypto was giving me a purpose, fullfilment, deep meaning and after quitting it, the purpose is gone. No. It's just that there was already a void, and crypto was giving me dopamine, addiction, money, all of which made the void more numb, partially covering it. Now the patch was gone, I'm facing this deep unsatisfaction, lack of meaning, void. Not all is bad. The good part is I've finally started to do some deep soul searching, and man I've realized my life was a complete mess. I guess better late than never, but I realize also I have mostly wasted the last 2 years of my life. I would happily trade all the money i made over the last years for going back in time 2-3 years and being able to do things differently. -If you want some advice from an unc above 40, don't let your dark side remain in the shadows. You will NEED to visit it at some point whether you like it or not (or it will make your life miserable); so you might as well do it as soon as possible and enjoy a life as full as possible for the rest of your life. Do NOT procrastinate on this, and especially don't hide and push away deep unresolved stuff. If there's something bothering you about your life, about yourself, an ongoing issue, etc. that should be your top priority. You need to stop, take your time and deeply look into it and how to approach it and resolv it for good. This is extremely important in this unc's opinion. Don't make my same mistakes. -Time is the most valuable commodity in life. Money is a necessary evil that has hugely diminishing returns in usefulness/happiness after a certain point. Extremely necessary if you have very little, but after certain point (decent house secured, can afford good food, can cover health issues,...), it's retarded to trade your time to pursue more money just for the sake of it. Every $ gained has hugely marginal decreasing utility. At that point I think one needs to look at money as: "how much time is this going to cost me vs how is my life improved if i make this money". If you look at it from this prism, you will realize after 7 fig it's mostly stupid (unless you enjoy doing what you're doing,...then by all means, sky is the limit). So I think I've made a very stupid trade over the last couple years. -I also realize farming had very little meaning for me. I can count a lot of positive things in my life as a professional poker player. Constant challenge, having to peak perform every single day, satisfaction, a decent correlation between skill and result, incredible freedom.... I felt extremely grateful and i honestly felt I had one of the very best professions on earth (only downside was some lack of meaning, but you could counter this by having meaningful irl and online friendships with other poker players. this was very true in IRL poker 'colonies' I was part of for years). In farming, everything is mostly about the money. Doing something just for the money will really leave you empty. Farming is truly a very unsatisfactory profession. So much stuff that doesn't depend on you, or depends on unknowns, or luck....its appeal was mostly the huge EVs we enjoyed over the last 2 years. As for crypto/yield farming, I don't think I will be back for a while. btw I'm up 40k on my spot positions I talked about in last tweet (mostly $btc and $xau, eth's been a bit of a cuck); I got a 36k $ENA stimmy (300k already hedged, plus another 90k with vesting), and made yesterday 4k arbing $sUSDai (the GOAT stablecoin trader is back). Not bad for a dude on holidays. I also got my 45 bands FTX stimmy 3.5 years later kek, and I also added a small $USDat position yesterday as a way to cope. I think the NK angle (infinite mint type of exploit, like resolv, drift or kelp) would affect mostly LPs and create bad debt for lenders in mm, so im staying away from the curve LP or from providing liquidity for loopers (not providing liquidity for any looper anyway). So just pt+yt 30x boomer tech with boomer tbill underlying asset. But overall im mostly on holidays, let's say 90% off. I will certainly go back to farming if yields are worth a lot more (at least 1.5-2x vs current ones), but I'm not very excited about it, have 0 rush to come back, and I doubt great yields would be even possible even if btc went above 100k. We'll have to see. I still haven't even begun to think what I want to do "for a living" next. I have certainly earned my time off, my sabbatical, to think about it and to address meaning first. But I doubt it will be yield farming (and as i mention, i doubt it will ever be as profitable as it was in the last couple years, already predicted last september that Ethena s4 and USDai YT craze marked the forever top for yield farming). I'm leaning a lot towards trading/investing. Is what would make the most sense to me. I've played poker professionally for 14 years (which shares many similarities with trading), did trade sort of seriously for 2-3 years before becoming a humble farmer, and keeping compounding and capitalizing on my already decent portfolio is what makes the most strategic sense to me. I also used to enjoy trading quite a bit, it felt a lot closer to poker than yield farming or defi. Victories in poker or even trading felt so much more satisfying than dumping random governance tokens on retards on TGE or fight for some caps with other greedy men. And that's it. Sorry for the long rant. No rush to come back to the money making business, be it trading, farming or whatever it may be. It's now time to heal, to recover from too much burnout for 2.5 years, and to build something meaningful in life beyond money. I've given some thought to it and will very likely move to a different town/country after the summer. Moderately excited about the future.
Rami tweet media
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Gena
Gena@GenaTheCroco·
Did you know @UMAprotocol banned me from Discord for being a Spaniard? I was raising an important issue: most whitelisted wallets are American, so they play with a huge advantage. This situation has exploded since @Infinity_d0 took over. She deleted the Spanish channel and doesn't allow anyone to speak Spanish, not even to say "Hola". Let me be clear: she is an enemy of the Spanish speaking people, and I hope @Polymarket does something about it. 🇪🇸 🇲🇽 🇦🇷 🇨🇴 🇨🇱 🇵🇪 🇻🇪 🇪🇨 🇧🇴 🇵🇾 🇺🇾 🇨🇺 🇩🇴 🇵🇷 🇬🇹 🇭🇳 🇸🇻 🇳🇮 🇨🇷 🇵🇦 🇬🇶
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watanabe
watanabe@neverliquidated·
@koneser_misia za długo o tym wczoraj myślałem, czy można tak z kimś tańczyć długodystansowo 😭
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watanabe
watanabe@neverliquidated·
@bowtiedbrazil skip the line passports are pretty nice, but im not sure how a normie would get one
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BowTiedBrazil
BowTiedBrazil@bowtiedbrazil·
List, in no particular order, of vastly overhyped and not as useful in practice things pitched on X in the cross border space: -offshore trusts and foundations -diplomatic passports -secondary digital IDs -digital nomad visas -US LLCs for 80% of Western Europeans
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watanabe
watanabe@neverliquidated·
@rsalame7926 could have sent her a 10b buquet had you told your buddy to chill 😭
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Darsey
Darsey@Darsey44·
I reached my 5000 total @variational_io points goal. Thesis why it will be worth 6 figures: 1. Points remain undervalued because what people forget / don't know is that: VARIATIONAL = OMNI + PRO What we have seen so far was only crypto part on OMNI. 2. Playbook I think team follows: - RFQ for crypto as easiest thing to do on-chain. People already familiar with model, easiest to get users and volumes which helps in improving system efficiency. - RWAs on-chain using RFQ. Already existing brand awareness and reputation makes it possible. Hottest narration in entire crypto space and Variational got best tools to win the retail side of RWAs on-chain. - PRO starting to launch when close to TGE. Crytpo + RWAs trading for retail certifies Variational even more. What helps bootstrap first wave of institutional traction for PRO. Docs: "Variational Pro is designed for advanced and institutional traders of OTC derivatives." 3. Points value: - Right now fair value is 400m-500m FDV. Most likely based on comparasion to Lighter and overall perps market sentiment. - First repricing will happen when RWAs adopion kicks in and people start to value Variational as kinda different category than other perps dexes. - Second repricing happen when team starts explaining PRO. Its rollout play and potential. People start to look at Variational as complately different category. Expect points to be worth 20$+ at TGE. 4. Risks There is planety of risks and question marks. Being pesimistic never served me, so not gonna mention it, because airdrop farming is always assosiated with risk from its nature. So far things look like assymetric opportunity with pretty much no ceilling. I could easly see points in 30$-45$ range on TGE. 5. Summary Variational stands a chance to become one of 5 altcoins everyone on CT trades and not being $HYPE beta play. When there is assymetric setup like this you better take the bet. Variational summer.
Darsey tweet media
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watanabe
watanabe@neverliquidated·
@tayvano_ no way the self admitted drug addict rugged
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