
Quatrefoil Data Services
72 posts

Quatrefoil Data Services
@QuatrefoilData
Producer of high impact, world changing crypto benchmarks. Building the future of fixed income. On a mission to fix regulated crypto futures markets.


$ETH down 📉 CESR up 📈 ETH yield is back over 3%. When price goes down and yield goes up…sounds like a bond, right? But, $ETH yield works differently. It’s a combination of emissions and priority transaction fees. So, it’s network activity that tends to drive day over day yield changes. Sometimes that activity is broad market/macro driven. Other times, it’s idiosyncratic. This makes CESR a very interesting rate to trade, especially versus fiat rates like SOFR. Source: @tradingview



👀 In this conversation about the CME and ICE’s complaints about Hyperiquid, both Walt Lukken [@WaltFIA] and Chris Perkins [@perkinscr97] agree that intermediaries shouldn't always be required for non-levered products 😮 (though Chris said that should apply for leveraged ones as well) Might the CFTC agree? Full episode: 🎧 Timestamps: 🏛️ 00:00 Why CME and ICE are asking the CFTC to act on Hyperliquid ⚙️ 00:06:47 Three paths for Hyperliquid: onshore, offshore, or decentralize 📋 00:09:28 How exactly Hyperliquid would end up coming onshore 🌐 00:13:32 What it would look like for Hyperliquid to be available in the US without an entity 📡 00:20:24 Whether blockchain transparency answers ICE and CME's concerns 🔮 00:35:00 What Chairman Selig and the CLARITY Act could change 🎯 00:41:00 How Polymarket should approach what is the same onshoring question Hyperliquid faces





















