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rencryptofish 🎣🍣 Profile picture
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30 Jul, 4 tweets, 6 min read
Every week @ledgerstatus and @CryptoCobain host one of the best podcasts in crypto. Cobie has a section where he asks the guests for alpha, this is that section consolidated since the show started hackmd.io/@rencryptofish…
Given the past week of increase in retail activity metrics. I felt compelled to put this together to help newcomers (I aped in last local bull run). Thanks to @CryptoCobain being so structured and asking at the end of each show I just put the podcasts through a transcriber.
Pretty wide assortment of guests like @dougpolkvids @teen_executive @lightcrypto @loomdart @CL207 @mewn21 @CryptoCred @CryptoDonAlt @cmsintern @justinsuntron @bbands @kyled116 @SizeChad @lawmaster @aubreystrobel @santiagoroel @AlamedaTrabucco @AltcoinPsycho @zhusu @Arthur_0x ...
not financial advice, pls ride responsibly (also really cool to see how the type advice changes depending on where we are in the cycle)

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More from @RenCryptoFish

rencryptofish 🎣🍣 Profile picture
17 Jul
Financial markets are fractal across time horizons. In short time horizons, when someone causes market impact market makers (@AlamedaTrabucco/@mgnr_io) go to other exchanges or similar products to provide liquidity
What if the flow is too big for the market makers? It spills over to midfreq quants and scalpers like (@Galois_Capital ,@CL207) to evaluate whether the impact is informed or uninformed and might revert it or might continue it.
What if the flow is too big for midfreq? It shows up in the daily candles and now (@zhusu, @joeykrug types) have to decide if they want to provide longer horizon liquidity based on their macro view. At longer horizons for a 100-200 vol asset that trends, even
Read 7 tweets
rencryptofish 🎣🍣 Profile picture
11 Jul
in a proof of stake $ETH, why won't exchanges just running their own version of flashbots relays? i think $LDO is a strong contender for a staking derivative but i disagree with @gakonst / @hasufl that exchanges won't capture mev
exchange users are traders, why not offer a bundle relay for free (or charge for space/speed like tradfi exchanges) giving a cut to stakers? there's 20M ETH on exchanges if you use @cryptoquant_com, 8M if you use @etherscan and currently 635k ETH in @LidoFinance
there is no concept of "national best bid-offer" in crypto, there's no regulation afaik for crypto exchanges (many of which are effectively nationless) to not run their own relays, the staking reward boost is too substantial for them not to (hackmd.io/@flashbots/mev…)
Read 7 tweets
rencryptofish 🎣🍣 Profile picture
8 Jun
@VisorFinance's simple moving average liquidity provision strategy provides the inverse payoff of "trend followers." In tradfi we call them CTAs, they manage hundreds of billions (@JessicaNutt96 & @choffstein will probably be familiar with this, cross over episode!)
Trend following is a simple systematic strategy. Price up buy, price down sell. The payoff is similar to being long a straddle because you rebalance your position as you lose money, acting as a natural stop loss.
The longer the trend window, the slower you rebalance but the larger the payoffs and vice versa (read more about it from one practitioner group's perspective thierry-roncalli.com/download/Momen…)
Read 10 tweets

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