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@phonkdart
stand alone complex, bearer asset appreciator
Katılım Kasım 2022
1.9K Takip Edilen1.4K Takipçiler
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I'm surprised the boat he's filming from can stay afloat given the weight of Analyst 3's massive fucking balls
Hunterbrook@hntrbrkmedia
Exclusive from @citrini x @hntrbrkmedia: A fishing vessel is ablaze in the Persian Gulf just off the Strait of Hormuz.
English
@k0k1eth and you’ll likely off yourself out of boredom so no living expenses
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Zug (Switzerland) might be the best place to live for crypto in Europe:
- low taxes (22%)
- corporate tax (11.85%)
- crypto friendly banks (Sygnum & AMINA)
- no stablecoin limits
- crypto is seen as useful, you can pay taxes with it
- freedom of speech?
- decent timezones
bigmanrj@web3rj
the uk might be the worst place to live for crypto - high taxes - restrictive banking systems - introducing stablecoin limits - crypto is seen as an illegible income for mortgages of loans - no freedom of speech - horrible timezone for trading is there anywhere worse?
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303 retweetledi
$100T in equities. mostly idle.
the winners of the xStocks hackathon built a prime brokerage for onchain equities on Ink.
their writeup on why it matters is worth your time.
programmability unlocking net new financial surface area.
infrastructure that still needs to catch up.
read this ↓
ethan 🎣@EbisuEthan
Grateful to win the @xStocks Hackathon by @krakenfx with @0xdivergence @0xscanty We built xPrime, a prime brokerage for onchain equities. Here's some learnings about the potential and mechanics of tokenized equities: 1. Equities are the biggest pool of idle capital in the world. ~$100T in equities, ~$40T in retail brokers sits in spot. In an AI world where value is accruing to equity vs labor, most are structurally underexposed. Services like stock loans & structured products that let users do more with their assets are inaccessible & costly. 2. Tokenized equities enable financial offerings (earn, borrow, trade, spend) on parity to traditional finance, but accessible globally to anyone with internet. 3. Programmability and composability create net new financial surface area. Traditional brokerages are walled gardens. DeFi strategies between markets for spot <> structured vaults <> lending <> perpetuals <> options <> neobanks for RWAs is the new frontier. 4. There's no free lunch. Onchain financial system for equities is not without intermediaries & counterparties. Risk is being shifted to asset issuers, tokenization platforms, KYC'd mint/redeemers, permissioned RFQs... 5. DeFi infrastructure needs to adapt. There's no (and likely not going to be) deep 24/7 onchain liquidity for tokenized assets. Swaps are currently done via KYC'd non-atomic mint/redeem, or atomic RFQ like Cowswap with variable spreads especially after hours. This creates problems liquidating loans & rebalancing vaults. Solving this with T+1 & clearing houses will enable literally trillions of collateral to come onchain unconstrained by DEX liquidity. More collateral -> more demand to borrow -> more yield for lenders -> onchain economic expansion! Thank you to the hackathon hosts, fellow participants, and sponsors for the great experience. We'll be building more!
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303 retweetledi
Grateful to win the @xStocks Hackathon by @krakenfx with @0xdivergence @0xscanty
We built xPrime, a prime brokerage for onchain equities.
Here's some learnings about the potential and mechanics of tokenized equities:
1. Equities are the biggest pool of idle capital in the world. ~$100T in equities, ~$40T in retail brokers sits in spot. In an AI world where value is accruing to equity vs labor, most are structurally underexposed. Services like stock loans & structured products that let users do more with their assets are inaccessible & costly.
2. Tokenized equities enable financial offerings (earn, borrow, trade, spend) on parity to traditional finance, but accessible globally to anyone with internet.
3. Programmability and composability create net new financial surface area. Traditional brokerages are walled gardens. DeFi strategies between markets for spot <> structured vaults <> lending <> perpetuals <> options <> neobanks for RWAs is the new frontier.
4. There's no free lunch. Onchain financial system for equities is not without intermediaries & counterparties. Risk is being shifted to asset issuers, tokenization platforms, KYC'd mint/redeemers, permissioned RFQs...
5. DeFi infrastructure needs to adapt. There's no (and likely not going to be) deep 24/7 onchain liquidity for tokenized assets. Swaps are currently done via KYC'd non-atomic mint/redeem, or atomic RFQ like Cowswap with variable spreads especially after hours. This creates problems liquidating loans & rebalancing vaults. Solving this with T+1 & clearing houses will enable literally trillions of collateral to come onchain unconstrained by DEX liquidity. More collateral -> more demand to borrow -> more yield for lenders -> onchain economic expansion!
Thank you to the hackathon hosts, fellow participants, and sponsors for the great experience. We'll be building more!
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Wintermute send their regards
R🐽ter@0xrooter
> * I thought that surely they would cash out at most $10-25M, because there's no way the SHIB market is deep enough to cash out more > * Instead, they managed to cash out ... something like $500M (same with cryptorelief) man those were some crazy times
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It was a great @EthCC edition. Here’s my bittersweet take:
- definite bear market vibes, fewer people, fewer tourists too
- the bear market, combined with agentic AI, has been an extinction event for the crypto job market. Plenty of people are looking for new roles, but opportunities are scarce
- hardly anyone cares about the talks anymore. People just point the replay to their agent and get a summary.
I think the next edition should embrace that and build an agent track for speakers who did not make the official schedule, so they can record a video and publish a transcript.
Done well, that might get more attention than an actual slot
- a significant number of people and projects are out of money.
Many pretend otherwise, but it shows.
Better to be honest and transparent
- Many are sitting in stables.
They are still around, but they have lost faith in most tokens.
The naive era of tokens without substance is dying, and that is for the best
- the @ethereumfndn cares, it matters, and it is worth supporting.
- There are still quite a few OGs around with drive and focus, and that is motivating
- Many projects have dropped the act of pretending to care about decentralization and cypherpunk ethos.
They think bending the knee to institutions will make up for their failure to reach PMF and profitability.
It will not.
- incumbent onchain lenders seem to believe their only path to survival is selling cheap liquidity to yield-bearing assets.
It shows a lack of drive and conviction, and it will not work
- it is better not to have a zero-sum mindset.
Morpho learned that the hard way, and their wall-of-shame humiliation was deserved.
It was hilarious.
Looking forward to taking a sponsor slot for EthCC 10.
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The quality of builders was incredible. They built entire products from scratch in less than three days and worked hard to ship.
Super proud of the ecosystem we attracted. Congrats to all those who participated👏
Can’t wait to cover some of them in the coming days🤩
xStocks@xStocksFi
Judging is live. 48 hours of building. Now they show their work. Who takes the Trading Floor?
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The site just crossed 1,000 ETH in total claims - beautiful to see. Last night, one address released 204 ENS deeds for a total of 795 ETH claimed!
a few recent additions to the site:
- included TheDAO (87k ETH) - thanks for the data @0xDoubleSharp
- @banteg released a cli to test any wallet locally
- public API at /api
- progress bar on total claims
- can subscribe any address via telegram (@forgottenETH_bot) to receive notifications about claimable balances from new contract additions
aaaaaaaaaaway@3pa15
Inspired by @cartoonitunes' work with @EthereumHistory, I've been digging into contracts from the 2015-2019 era to find ETH's still withdrawable but has no active frontend and isn't tracked by Debank or other portfolio trackers. 116 contracts, 76,000+ ETH, 516k depositors with claimable balance. Built Forgotten ETH to help people recover it 👇
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Inspired by @cartoonitunes' work with @EthereumHistory, I've been digging into contracts from the 2015-2019 era to find ETH's still withdrawable but has no active frontend and isn't tracked by Debank or other portfolio trackers.
116 contracts, 76,000+ ETH, 516k depositors with claimable balance.
Built Forgotten ETH to help people recover it
👇
English
303 retweetledi
303 retweetledi
in discretionary
the right question
is almost always if the straight of hormuz is open
the right answer
is almost always no
5x / day trump says the war is over
dont listen
then do nothing
outperformance
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