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mhonkasalo
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mhonkasalo
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Onchain is where price discovery will happen for equities, commodities, tokens, & everything else. Long-term this is clear no matter what (stupidity) happens in the interim.
Onchain is where price discovery will happen for equities, commodities, tokens, & everything else.
Long-term this is clear no matter what (stupidity) happens in the interim.
mhonkasalo
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High inflation is good for treasury ponzi because even if your revenue is just nominal (=token issuance), in the market you can pretend it's real & assign a multiple to it. This is the power of crypto.
High inflation is good for treasury ponzi because even if your revenue is just nominal (=token issuance), in the market you can pretend it's real & assign a multiple to it.
This is the power of crypto.
mhonkasalo
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Quality of the REV discussion just indicates what a soft market crypto is. Be happy you were early.
Quality of the REV discussion just indicates what a soft market crypto is.
Be happy you were early.
mhonkasalo
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SOL performance over the past few weeks is quite mediocre considering how much public buying there has been from the treasury accumulators (& others).
SOL performance over the past few weeks is quite mediocre considering how much public buying there has been from the treasury accumulators (& others).
SOL
mhonkasalo
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Spreads on TradFi exchanges (for supposedly liquid securities) are beyond criminal. No way crypto doesn't change this market structure.
Spreads on TradFi exchanges (for supposedly liquid securities) are beyond criminal.
No way crypto doesn't change this market structure.
mhonkasalo
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The highest BTC weekly close is at ~$104.5k. Knocking at the door right now.
The highest BTC weekly close is at ~$104.5k. Knocking at the door right now.
BTC
mhonkasalo
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Criticism of Solana's zero-day bug fix makes me realize people have no idea how it would work on Ethereum. TLDR; mostly the same process except feeling "holier" to the ETH community.
Criticism of Solana's zero-day bug fix makes me realize people have no idea how it would work on Ethereum.
TLDR; mostly the same process except feeling "holier" to the ETH community.
SOL
ETH
mhonkasalo
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Conceptually, I really like the new @TradeNeutral Hyper JLP vault. JLP but ETH replaced with HYPE. Yield-bearing versions of the SOL & stablecoin collateral.
Conceptually, I really like the new @TradeNeutral Hyper JLP vault.
JLP but ETH replaced with HYPE. Yield-bearing versions of the SOL & stablecoin collateral.
SOL
ETH
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