#LIQUIDITY

Martin(a) Krung

martinkrung

Liquidity on some liquidity dependent protocol has a market anomaly, because liquid liquidity has the same value as illiquid liquidity and this is a very powerful attack vector right now.

Lyn Alden

LynAldenContact

Quick thread on central bank liquidity swaps and global dollar liquidity. Since the GFC, there have been three periods of major swap line usage; 2008, 2012, and 2020, shown in

Qiao Wang

QwQiao

If you are not amazed by what's happening in DeFi you are not paying attention. Yes fees are high. Yes settlement time is long. Yes liquidity is low. Yes most

Kento Inami

KentoInami

1/So I tweeted yesterday about how providing liquidity in defi exposes you to impermanent loss, which is basically just negative PnL from short gamma. But what is gamma? 2/ Gamma

Ari Paul ⛓️

AriDavidPaul

The yield farming airdrops have hidden the real story of sustainable value creation in defi: DEX fees from trading. Most of the borrowing activity is demand spurred from short-term promotions,

cyrus.ismoney.eth 🦇🔊

cyounessi1

Here's a tiny bit of Sunday night alpha for you. There are a few billion dollars of ETH/USD liquidity sitting across all the major DEXes. The vast majority of that

Osaretin Victor Asemota

asemota

My best man is practical.A friend was about to put all his money into buying a house for cash and he asked him - ”If you lose your source of

Scheplick

scheplick

My one disagreement with the Fed always is the asymmetry in treatment between different classes of people.Someone in an underbanked population can mess up once, and liquidity is frozen on

Mindao Yang

mindaoyang

1/ very good write-up from @arjunblj , however, I‘m quite skeptical of the CeFiDeFi convergence hypothesis. More likely it's just binary. In the short-term, CeFi-DeFi is playing the ’Front shop,

Tsachy Mishal

CapitalObserver

In 2007 and 2008 corporations sucked the liquidity out of the market. We saw mergers break, massive secondaries by financial companies, a big drop in repurchases. Later on in the

Dmitriy Berenzon

dberenzon

1/ The last four months have seen *dozens* of protocols launch liquidity mining programs.I've written a piece explaining what liquidity mining is, what has worked well, and what could be

Lucian Todea ⚡️

luciantodea

1/ As we are getting closer to launching Maiar DEX, a thread about liquidity pools (LPs) and impermanent loss (IL) seems required for those new to the DeFi space, decentralized

Darius Dale

HedgeyeDDale

I'm fed up with w/ the intellectually dishonest "Fed liquidity" nonsense being propagated across Fin-Twit & the buyside. It's the kind of analytically lazy risk management framework that represents a

ithought

ithoughtadviser

In this thread we breakdown the recent #fiscal stimulus announcement. India stands next to the USA concerning the size of the package. It totals to nearly 10% of #GDP. Overall

Anthony Beaumont

anth0nybeaumont

I think all crypto betting platforms are fundamentally flawed. The reason - most betting occurs on sports. The set of all crypto users/builders who are also sports fans is very

Andrew Køng

Rewkang

The liquidity profile and peg of wBTC is exponentially stronger than people realizeLet's talk about the liquidity pathways of wBTC, prop trading and why Proposal 014 should passhttps://twitter.com/rleshner/status/1280305562253529088 @ga