#Valuation

Jason Choi

mrjasonchoi

Is yield farming over?Is $YFI dead?A brain dump. 1/ First let's set the stage: August has been a phenomenal month for DeFi bulls. Now we're in the hangover phase of

⚛ 🎀 𝒢𝒾𝑔𝒾 🎀 ⚛

dergigi

1/ Now that the Chad money is coming in, let's look at what moving to a bitcoin-denominated balance sheet might mean.On inflows, outflows, balance sheets, and how a circular orange

Walnut Ave Value

walnutavevalue

$DS Checking on how things are going with their new venues. Wait times are good indicator of popularity since TopGolf locations have 1 hour wait times typically"There is definitely a

Arto Bendiken

bendiken

In memoriam ROOM77: a thread down memory lane from my time in Berlin during the early Bitcoin boom years.Dedicated to the freedom of transaction, and chronicling my journey to blockchain

Kevin Lee

kevinleeme

1/ Oatly doesn't think like the rest. They've been around for 20 years as a Swedish company fighting for attention. Last week, the oat milk company raised $200mm at a

MrKrabs.eth ⟠ 🌾🌞⚔️

GatheringGwei

S Y N T H E T I XThe infinite liquidity derivatives protocol™Updated list of the 12 main features that will bring huge fee revenue to $SNX stakersWelcome to the

Piers Kicks

pierskicks

1/ Metaverse Musings #1Last night, 12.3 million concurrent players gathered in Fortnite to watch Travis Scott debut his new album. For context, that is almost four times bigger than Rod

Putin's Clown Prince

putinsclown

I have been digging into this article on #JimBreyer who is the brother-in-law of #MitchMcConnell, reading all the articles it contains and links to, and doing my own research. It

J

JBSFutbol

Chelsea transfer targetsAfter a painfully average season, heavy investment is needed. I understand it is unlikely to upgrade every position, and some of these players may be very unrealistic, and

Tuomas Malinen

mtmalinen

This is something I've planned to do for a long time. There are wide-spread misconceptions on #centralbanks that need to be set straight.So, a (long) thread on why Central bankers

ttp_cap

ttp_cap

Thread: I just went back to @TheStalwart & @tracyalloway 's "Odd Lots" podcast w/ARK Head of Research Brett Winton from Feb. All of their pods are great, but this interview

Maple Leaf Capital

MapleLeafCap

0 - As popularly requested, this will be a thread about $NXM. The token design of $NXM is one of the most elegant I have seen yet. Enough good work

Christian Reshoeft

reshoftc

Why do I own individual stocks?Thesis: 1. The digitalization of our world has just begun.2. This megatrend will continue for at least another decade. 3. If you enjoy spending your

Frederik 'Neckar'

NeckarValue

Michael Bloomberg started his company in 1981. He was already 39 years old. He faced large incumbents with tens of thousands of installed terminals and by global news agencies.Let's take

fbfw20

fbfw20

#HappyFreshMonday!! Today, besides reminding that you have time until 1st May to submit your abstract, we introduce you here the new FBFW topic:FRESHWATERS & SOCIETY FRESHWATERS & SOCIETY is a

George Selgin

GeorgeSelgin

OK, my first thread on misconceptions about the history of bank-issued paper currency, motivated by claims that history shows that the private market can't be entrusted with supplying currency of