Mfw I’m a narcissist and think everyone else are goofball impatient jeets and I got to help design a product that rewards me with their $ when I’m right.
2
225
Imagine praying you can go above b/e on hedging costs to to squeeze the last bit of vol out of a 50% stable asset instead of levering it to become a super yield bearing risk asset with similar volatility to its non-yield bearing blue-chip underlying…
This quoted post is unavailable.
Lyra is going to have jack shit for liquidity on Arbitrum. Their AMM is barely above break-even, and they won't be able to offer enough token incentives to make being an LP worthwhile. There are better things to do with your stables that don't carry the same level of risk.
🧐Question: What is the problem for most on chain options protocols?
🤑Answer: Lack of liquidity.
TLDR: @lyrafinance chads are going to collateralize & hedge their AMM via @GMX_IO’s GLP for deep liquidity 🤌🏻
Atlas retweeted
Sustainable stablecoin yield is a 10-figure opportunity, and it will be built on $GLP.
Gamma Neutral strategies are the key.
It’s impossible to be Delta Neutral if you don’t consider the gamma—it gets you REKT.
Let’s break down 'Gamma Neutral' jUSDC further 👇
Nice I can finally talk about this 😂
I’ve been waiting months to tell you what’s coming for Jones
jUSDC: Highest USDC yield on the market ~6-8%. Forget delta neutral, It’s gamma neutral
jGLP: Liquidation-proof smart leverage on GLP. It’s like ETH that pays you 60% APR in real yield
Don’t believe it? Read on 👇
2
Atlas retweeted
They’re finally here - Dopex Metavaults are going live Wednesday at 12PM ET!
🚨 Warning: This thread contains alpha 🚨
Hey what happened? I thought pre-revenue startups were bullish bro.
Unlike stocks, crypto for the most part has no earnings to evaluate the space on.
Therefore, logically it shouldn’t necessarily be impacted by something like a European energy crisis, especially now that traditional market participants r likely out of the space.
Have never seen a tweet so clearly demonstrate someone’s complete enslavement to their emotions and lack of any understanding of what it takes to build and operate a protocol day to day.
You funded a fucking pre-revenue startup dude. It takes time to achieve PMF and min-max it.
Remember that time we handed $70M to @JPEGd_69’s team of like 5 dudes to ostensibly build an NFT lending platform but in reality get rich mining @ConvexFinance.
Good times.
5
Atlas retweeted
🚨NEW🚨
On the @bankofengland intervention:
Am told the BoE were responding to a “run dynamic” on pension funds - a wholesale equivalent of the run which destroyed Northern Rock.
Had they not intervened, there would have been mass insolvencies of pension funds by THIS AFTERNOON.