feelin cute, might go long some universal intersubjective work tokens

EIGEN points farmers learning an important lesson well-known to derivs traders who use revcons on single-name equities… make sure you have the correct dividend dates in your calendar!

Joshua Lim owning SBF category and taking ETHBoston | April 2024 crypto jeopardy title back to NYC!

marc watching the gauntlet / morpho / renzo drama play out

PMs at the Indiana Trust and Investment Management Co about to discover the joys of crypto phishing emails

we're in that part of the cycle

me buying “cheap” BTC gamma into a weekend

have we considered the possibility that the DOJ is just moving them to stake into Babylon

Stream introducing some novel ideas in perp DEX design here, including oracle extractable value recapture and collateral asset yield passthrough... worth watching

1/7 Two Prime Market and Trading Update

A 🧵:

L2s are parasitic to L1 value capture

congrats to @zachbruch and all the ex-Circle folks that are building MyPrize -- a strong team building a solid revenue-generating business that can bring more mainstream adoption of crypto

observation on today's spot sell-off vs Mar 20:

fwd curve getting compressed now vs widening on Mar 20. also call skew getting bid up now vs higher strikes crushed on Mar 20

speaks to cleaner mkt positioning and more gross derisking vs just spot selling from etf outflows

Coinbase about to double Ethena TVL in one stroke