1/ My future Token Launch, Developer Insight 1.1, a Thread 🧵As an ex-professor of worldview there are two things that always remain a challenge whenever you teach or discuss those things; remarkably, #crypto faces these very same two challenges.
2/ The first (1) is making the abstract tangible, accessible, communicable, and the second (2) is making these worldview matters clearly items of value, of consequence, and practically deployable in the real world, where we all live and breath.
Jan 27 • 12 tweets • 3 min read
I want to offer some perspective on the scandal unfolding with $time. @AndreCronjeTech just argued that it might be negligence to have allowed someone w/ a financial crime on their record to manage the treasury. A sad thread 🧵, a dark day, for #crypto on the whole. 1/2/ When we come to this space and want to be in the wild west of finance, we either know or we are quickly taught that someone can ride right up w/ a revolver like in the wild west and rob you. There is little "law enforcement" around to help you. Eyes must be wide open.
Jan 26 • 14 tweets • 4 min read
I've seen someone opining that "yield" earned from a staked #cryptoasset is not income if your your net position is in the red. Despite the fact I think most tax laws in many places would disagree with this, let's set that aside & set forth a time value of money argument. 🧵1/
The question of whether something is income or not, when considering the time value of money, hinges on (1) the buying power of that additional income and (2) how long said income can extend your ability to hold and not sell the staked assets. 2/
Jan 26 • 28 tweets • 9 min read
A thread on the #rebase market space, the future of the rebase projects, and a bit on me. 🧵1/
First off, I am an ex-investment advisor, and I find the marvels of the innovations of #cryptocurrency just spectacular. With that said, I've learned that this space has an accentuated "gamesmanship" since really all markets, equities, stocks, bonds, annuities, are games. 2/
Jan 26 • 6 tweets • 2 min read
Not to be too painful about pushing pairs trading today, but I just want to point out that the thread I wrote earlier on it and be replicated anywhere there is a tomb.finance fork. Do you want to accumulate $avax, pairs trade $hermes - $avax. 1/2/ The most important thing is that it doesn't matter what the price action is, so long as you pairs trade and generate more total coin than you had, you are winning, and accumulating L1 tokens are some of the safest way to invest in #crypto.
Jan 25 • 6 tweets • 2 min read
Interesting story about a Princeton project back in the 80s I believe that illustrates just how viable this woman's strategy is, a thread. 🧵 1/
2/ Princeton students wanted to test and determine if all the big money put into Investment Advisors and Market Research was an effective use of capital, they wanted to see if it really made a difference in terms of returns.
Jan 25 • 9 tweets • 3 min read
Pairs trading idea with morning, short thread. 🧵 1/2/ many of you may know about $tbonds used on tomb.finance which is designed effectively to "pairs-trade" in such a way to move the price up by us trading in our $tomb for $tbonds, taking $tomb off the market and driving up price by limiting supply
Jan 21 • 11 tweets • 4 min read
1/ Some thoughts on making the dip and losses work for me, game theory w/ taxes, big dips, stables, and #rebase tokens. A thread: 🧵
2/ Maybe the best part about dips are the opportunities they provide if you've been taking profits mechanically as I argued for now very often. Further, unhappy market conditions lead to innovations. I am not a tax professional, but I am up to date w/ the court rulings . . .
Jan 14 • 7 tweets • 3 min read
1/ With no ill will towards $HEC @HectorDAO_HEC, I want to point out the side by side comparison of a #rebase project fighting against dilution $hec and one where dilution has been well managed $exod @EXODIAFinance . Disclaimer so you know my bias, I own both, but ...
2/ I have a much larger position in $EXOD b/c of its dilutive metrics and how small the mcap was, which allows for a much larger coin price run up w/o needing much capital to come in. $HEC on the other hand has done a truly remarkable job getting their mcap over 200 mil . . .
Jan 10 • 51 tweets • 18 min read
Time again friends for the #rebase 🐳🧵thread. First, though, I want to make some comments on a consensus developing across responsibly run #rebase projects. We are seeing two very divergent behaviors to the bear market from these coins. 1/2/ (1) some of the projects are losing value much greater than the market dump over the past 7 days. The entire #crypto market is down -14.4%. I can't find a reason(s) for why some suffer and others don't. 2/
Jan 10 • 26 tweets • 6 min read
More on #crypto portfolio management using long holds, insurance, rebase tokens, and other passive income opportunity. This time we will assume we begin w/ only $10,000 as the market is right now. 1/
As a rule, going after anything excessively high risk, #degen risk, is something you can do but only w/ a very small part of your capital, less than 5%.
Jan 9 • 14 tweets • 5 min read
🧵A thread on derivatives in #crypto. I was an Investment Advisor & I specialized in options trading. $DPX as a new asset to buy & hold makes sense, as does cash secured put selling (writing) in order to pick your entry price. 1/2/ However, % returns from staking in #crypto are so juicy, options' risk become uninteresting. Why do they? It is because of the dismal #dividends, bond yields, annuity yields, etc., that make options a desirable risk.
Jan 8 • 21 tweets • 6 min read
🧵A thread on how to optimize #rebase projects while marginalizing your risk if you had $30,000 and entered on the high side back in October, using fav picks in this example. $OHM $TIME $KLIMA $EXOD will be used to show this. Is there hope, how to navigate dips and win. 1/2/ The four projects I picked out I chose b/c (1) I am in them, (2) their fiscal metric management is good, and (3) because it gives us a nice diversification of outcomes that are realistic.
Jan 5 • 35 tweets • 20 min read
1/ Time for another #rebase projects 🐳thread. Let's talk some of the new projects, some of the disasters, and some of the "relative metrics" that allow for adjudicating which #rebase projects will live, and which will die. 🧵
2/ I won't be using the rating system today or going into the developments except w/ rare exceptions; I want to focus on the mathematical metrics, what they portend, and especially to dissolve the notion that all #rebase projects are made of the same stuff. Management matters!
Jan 3 • 6 tweets • 2 min read
🧵A thread on @HectorDAO_HEC $HEC and their changes. (1) The roadmap the $HEC provided on Sunday was phenomenal. (2) it is an oddity that $HEC just burned 30,000 more tokens in an effort to control inflation/dilution but now is abandoning the $OHM fork model altogether. 1/2/ (3) $HEC's 4,4 bonds continue to be a major detriment by diluting and reducing the ownership of the mcap by staking only holders. (4) Why did $HEC burn just to turn around and say 3 days later that we want to make the token supply stationary or deflationary? Panicky?
Dec 27, 2021 • 60 tweets • 21 min read
1/ Jumping into our 🐋 #rebase project fiscal review, Its been about 5 days since we last looked into these great new economic advancements in finance, but boy has the lay of the land changed in that short time, mostly due to mis-management w/ APY, bonds, and dilution.
2/ we have learned much in the past two months with the promulgation of #rebase projects, so much hope at the beginning with those million of APY % points, then turning into so much despair just a short few weeks later.
Dec 27, 2021 • 14 tweets • 4 min read
Someone asked me to start some analysis on #nodes since they are new hot topics in #crypto. I haven't really gotten into the underlying fiscal mechanics, but I will. A few thoughts now: 1/2/ There is an equivocation on the term "nodes," which simply means this term "nodes" has more than 1 meaning but the term gets advanced as though "nodes" refers to the same thing. Easy to get deceived this way. $strong is the first mover; as such strong nodes set the board.
Dec 26, 2021 • 8 tweets • 3 min read
Got some data on the buzz around $PRE nodes. First and foremost we ought to distinguish between (1) $strong node types and (2) node types where your initial investment is not locked up for an unknown duration or otherwise unable to be retrieved. $PRE is the second type 1/
If you believe in #Decentralized search and enjoy earning crypto $PRE when you search, then this project has some moral praise apart from making income, but I like monetized morality, so let's see how we do if we decide to run $PRE nodes. 2/
Dec 17, 2021 • 82 tweets • 33 min read
1/ its been 5 days since we last reviewed the #rebase projects, and there are more than ever, but we will be adding coverage to @MetaverseProDAO and @nemesis_dao, user requested. Today, since dilution is really messing w/ these DAOs, we will emphasize which ones are correcting it
2/ @crypto market getting his hard, and many of the #rebase token projects are getting caught with their pants down, when these daos have been minting new coin way too fast and the demand let's up, we see sizable tanks in price, kind of a perfect storm unhappy currents meeting.
Dec 16, 2021 • 28 tweets • 6 min read
1/ Let's do a deep dive discussion on dilution with some case studies and discuss some of the protocols that have handled dilution best. #rebase@OlympusDAO@Wonderland_fi@HectorDAO_HEC2/ as a reminded, here is OHM's EIP-18 that set the gold standard for handling dilution and the rates that make sense for long term sustainability for price value for investors.