Pee pee poo poo
Flavortown
Joined November 2020
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10/无论是Celsius还是BlockFi，所有类银行商业模式公司的破产，都来源于流动性危机，
一、坏账亏损。
关键看坏账规模，最坏的情况就是巨额亏空，资不抵债。
二、流动负债与非流动资产错配。
负债端的期限较短，比如活期存款；而资产端的期限相对较长，比如长期贷款。
三、提款需求增加，流动性减少。
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5/ While the $ATOM ecosystem was not spared by the bear market either, it seems to be the most defensive price wise across most L1s.
Not entirely sure why. Some suggest lower VC participation but have not verified? Worth digging into.
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Why should LINK's price go up?
In a (micro)economy lower unit value allows more people to be in the economy.
There's a reason USD is weaker since 1970 but MORE dominant globally.
Lower price per activity = more activity.
LINK needs a 2nd token for value accrual IMO.
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Day in the Life of a Hedge Fund Analyst
Few live to tell the tale.
"Was it like Billions?"
"Describe ur investment process?"
"What did u learn?"
I get these questions all the time, but for a while I was afraid of answering publicly. No more!
Hedge fund story time.
👇
🧵/
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The lock contract didn't check that the funds were sent from the mint contract, so the attacker opened a position with $10 in collateral (!) and send $10k directly to the lock contract. They could then loop-unlock others' collateral over and over again from the contract. (10/12)
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👏 options 👏 writing 👏 strategies 👏 are 👏 not 👏 “yield” 👏
this the type of shit that would put you away in tradfi lol
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Liquidity in AMMs is so important, but impermanent loss is just too massive. We aren't at the volume to validate fees being < 1% honestly.
Can an AVAX/ETH LP actually beat deposit AVAX in AAVE, borrow USDC, swap to ETH, deposit ETH?
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Financing in crypto gaming is just now starting to simmer down from a state of Axie-induced FOMO + survivorship bias.
Scrolling through Steam charts and looking at player count for the long tail of AAA titles is a good way to sober up.
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The average crypto investor drastically underestimates how hard it is to build + maintain a popular game and overestimates how long the game remains popular
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NEW: BitMEX founder Arthur Hayes avoids jail time, sentenced to six months of home detention theblockcrypto.com/linked/14…
