Officials
@wordpressdotcom· about 2 months agoRT @automattic: This might be the cutest Wapuu on the internet. 💙 The talented kids of Automattician Derek Hanson crafted a clay Wapuu to celebrate Automattic’s 20th birthday and shared it on their very own @wordpressdotcom site: https://t.co/IU1tiK7l1o! https://t.co/FRnbo4mK5b
@wordpressdotcom· about 2 months agoRT @automattic: Not every path has a clear destination. For some, that’s exactly the point. As part of our 20th anniversary, we’re sharing stories from Automatticians who’ve grown with us over the years. This one comes from someone who's been on the journey for 11+ years and counting. 👇🧵 https://t.co/eyevUfv1wA
@wordpressdotcom· about 2 months agohttps://t.co/BQ878HzOty
@wordpressdotcom· about 2 months agoEl SEO ya no trata solo de aparecer en los resultados, sino de ser parte de la respuesta. La IA está cambiando las reglas del juego en cómo las personas encuentran contenido online. Lee más en el enlace abajo 👇
@wordpressdotcom· about 2 months agoRT @craylormade: I was wrong about @wordpressdotcom. Here’s why. Want to try it out? Get 50% off here: https://t.co/y0dAabVaZI https://t.co/zccAZdx44Q
@wordpressdotcom· about 2 months agoRT @eswordpresscom: 🔔 ¡Recuerda, mañana tienes una cita en la #AcademiaWordPresscom! Aprende a hacer backups avanzados en WordPress con @CarlosLongarela . Guarda solo lo que necesites y optimiza tu seguridad. Apúntate aquí, todavía estás a tiempo: https://t.co/tOaDlzW5YV https://t.co/uJBOXCvh7X
@wordpressdotcom· about 2 months agoBuild your site. Show off your work. Open new doors. 25% off https://t.co/eRvNKWaWaZ plans—limited time only. https://t.co/qt8dIlHFU2 https://t.co/OzrrHwGWMK
@wordpressdotcom· about 2 months agoRT @automattic: We'll be at #OSSummit North America, will you? Open Source Summit takes place June 23-25 in Denver and is THE gathering place for #OpenSource #developers, technologists & community leaders. https://t.co/VborKuPvSj
@wordpressdotcom· about 2 months agoWant to build WordPress sites that clients can’t accidentally break? Check out our newest video below 👇 https://t.co/ROEgbjSG9v
@wordpressdotcom· about 2 months agohttps://t.co/ryRonX6sFT
@wordpressdotcom· about 2 months agoRT @automattic: Every day, our products work behind the scenes to keep the internet safer. 🔒 559B spam blocked. 286B attacks stopped. 99.9% accuracy. https://t.co/db8Mf4XOG9
@wordpressdotcom· about 2 months agoRT @pootlepress: Watching your kids grow up is a rollercoaster — the fun kind, but also slightly terrifying and occasionally tear-soaked. Meg and I made a little video looking back at her school and uni days. It all goes by so fast. And to help graduates as they head off on their own adventures, we’re offering 25% off WordPress (.com) hosting. Discount code and link in thread.
@wordpressdotcom· 2 months agoRT @automattic: 100,000,000,000+ page views. 77,000,000 seconds of video. Every. Day. https://t.co/tM5Dbhhimp
@wordpressdotcom· 2 months agoRT @automattic: Say hello to @ClayHQ, now part of Automattic! Clay helps you stay on top of your relationships by gathering your contacts, messages, meetings, and more. No spreadsheets, no manual updates, just one organized place for your network. https://t.co/FQHtCo3S22
@wordpressdotcom· 2 months ago🔗Get the deal before it’s gone! https://t.co/vKrIPGtMdE
@wordpressdotcom· 2 months agoWorking on job apps? Grad school? Freelance work? Whatever’s next, make a memorable first impression on whoever is looking you up online. Take 25% off websites for grads 👇 https://t.co/WQRFDGNE8f
@wordpressdotcom· 2 months agoRT @automattic: As part of our 20th anniversary, we’re sharing stories from the people who make Automattic what it is, like Anne McCarthy, who’s been with us for over a decade. Here’s her story 👇🧵 https://t.co/sVqqubpeQ6
@wordpressdotcom· 2 months agoHere are some ways that building a personal website can help graduates: ✏️ Share your resume 📚 Show off projects 📝 Start a blog 🔬 Promote research https://t.co/RtAgqRiGJ8
@wordpressdotcom· 2 months agoKick off your next chapter with 25% off https://t.co/eRvNKWaolr sites. Use code GRAD25 at checkout. More deets @ https://t.co/qt8dIlH84u.
@wordpressdotcom· 2 months agoRT @automattic: 👀 Spotted at @sxswlndn: it’s @photomatt! https://t.co/VMuGTpuDbR
@wordpressdotcom· 2 months agoRT @automattic: Automattic turns 20 this month, and we’re celebrating with a look at the stats behind the story.  First up: @WordPress powers 43% of all websites across the internet. That’s a number worth celebrating. And we’re just getting started. https://t.co/g1MdNhqAzl
@wordpressdotcom· 2 months ago🎓 Hey, grads! Your diploma is cool, but we’ll tell you what’s even cooler: a personal website to show it off. Let the world know who you are, what you’ve accomplished, and where you’re headed. 25% off plans for a limited time. 👇 https://t.co/1fzLlTZ46E
@wordpressdotcom· 2 months ago🔗 https://t.co/vKrIPGtMdE
@wordpressdotcom· 3 months agoThe savvy @craylormade breaks down why he thinks we might be the best-kept secret in WordPress hosting in his new video (and gives y’all a HUGE discount)! ⏬
@wordpressdotcom· 3 months agoCheck it out now + get 50% off our Business Plan. https://t.co/RIRzriBuOk
@wordpressdotcom· 3 months agoCheck it out now! https://t.co/qDMS17jBq8
@wordpressdotcom· 3 months agoOne day, your site’s traffic is booming. The next? Crickets. 🦗 In our new guide, we break down the top reasons website traffic can tank and what you can do to fix it.
@wordpressdotcom· 3 months agoRT @automattic: From posting countless blogs to creating the backbone of the open web, thank you to everyone who has been building, innovating, and dreaming with @WordPress. Happy 22nd birthday to the world's most popular CMS! 🎂
@wordpressdotcom· 3 months agoAt https://t.co/eRvNKWaolr, we believe the web should uplift people and we’re proud to support this initiative. Read more about the awards and how to nominate on our blog: 🔗 https://t.co/ATNpEken9m
@wordpressdotcom· 3 months agoNominations for the 2025 .ORG Impact Awards are open! 🏆 Know a changemaker using a .org site to power real-world impact? Nominate them (or yourself!) 🧵👇
@wordpressdotcom· 3 months agoRT @automattic: Can kindness be measured? @kindness_org CEO Jaclyn Lindsey thinks so—using research, real-world tools, and a site powered by @Pressable, @WordPress, and @WooCommerce. See their Kindness Questionnaire (aka, the KQ) in action. 🫶🔬👇 https://t.co/7Y46GBfn3c
@wordpressdotcom· 3 months agoRT @automattic: 🏆Our 100-Year Plan has been recognized by @Act_Economica, the business magazine of Spain’s national newspaper @elmundoes, as one of the 100 Best Ideas of 2025! “It is a pioneering solution for those who want to preserve content without an expiration date or fear of new technological changes,” says the magazine. 🎉🧵
@wordpressdotcom· 3 months agoRT @automattic: We’re on Instagram! 👋👋 Give us a follow @ https://t.co/1Rm5TzFoEY https://t.co/jEtcXd92bf
@wordpressdotcom· 3 months agoRT @automattic: Some 📸’s from the @automatticdsgn portrait booth at #OFFFBarcelona! https://t.co/RzhXGUAMls
@wordpressdotcom· 3 months agohttps://t.co/yEnNCh2lTF
@wordpressdotcom· 3 months agoStaging sites are a great way to test new themes, plugins, design updates, and more, all without impacting your live WordPress site. Check out this short video to learn how to add one to your https://t.co/eRvNKWaolr plan! 👇
@wordpressdotcom· 3 months ago🎥 Watch here: https://t.co/7LYzO7dU7H
@wordpressdotcom· 3 months agoWant real feedback from your audience? 👀 Our newest tutorial explains how to integrate CrowdSignal into your WordPress sites to create polls, surveys, voting buttons, and more. Start making smarter decisions based on authentic input. 💪 https://t.co/VA5nXpDX7H
@wordpressdotcom· 4 months ago🎬 Watch now: https://t.co/HYwg6Bom6p
@wordpressdotcom· 4 months agoStreamline your WordPress workflow like a pro 🧠⚡️ From Command Palette to content sche****ng, these tips will save you time and clicks. 👇 https://t.co/GSk8jVQwGp
@wordpressdotcom· 4 months agoDid you know you can now configure custom domains and add HTTPS support in WordPress Studio? Check out our latest video to learn how 👇 https://t.co/5535MX5cDV https://t.co/640nuJRXmp
@wordpressdotcom· 4 months ago🧵 Try it today! https://t.co/91uGseEwoj
@wordpressdotcom· 4 months agoJust dropped: The new, free AI website builder on https://t.co/eRvNKWaolr! Tell AI what you need + get a fully built website in minutes: 🪄 No coding. No drag-and-drop. No stress. 🪄 AI handles the layout, images, and text. 🪄 You can tweak anything—just ask AI! 🧵 https://t.co/oU8RVJn85c
@wordpressdotcom· 4 months agoRT @automattic: Ideas Beyond Borders aims to increase open-source content and information access across the Middle East. However, their work is particularly challenging in regions dominated by authoritarian regimes. Faisal Saeed Al Mutar, @IdeasB2's Founder and President, says our product suite helps overcome these barriers. @Jetpack, @Akismet, @WooCommerce, and @Pressable power their website. Check out the full interview below.
@wordpressdotcom· 5 months agoDevelopers, this one’s for you 👇 Connect GitHub to https://t.co/eRvNKWaolr with GitHub Deployments—sync themes, plugins, or full wp-content repos with ease. Watch how it works: https://t.co/ic65zUtXC6
@wordpressdotcom· 5 months ago¡Hola, hola! Sabías que también nos puedes leer en español? 🇪🇸 If you’d rather catch our updates in Spanish, follow us over at @eswordpresscom for the latest on https://t.co/uJEV1SVHdU—from site-building tips to product updates and expert insights! Speaking of… we’ve got a great webinar coming up. 📷 Don’t miss it!👇
@wordpressdotcom· 5 months agohttps://t.co/OAOiHJkb94
@wordpressdotcom· 5 months agoEver wished GitHub had a calendar view for Issues? Yeah, us too. So we built our own. 💡 Using AI tools like @cursor_ai and @perplexity_ai, we created an internal tool that transformed our content workflow—without writing much code at all. 🔗 See how we did it at the link below 👇
@wordpressdotcom· 6 months agoNot at the event? No FOMO—subscribe online! 👇 https://t.co/fV2oC3VHTJ
@wordpressdotcom· 6 months agoHey, WordPress developers! Swing by our booth at @WordCampAsia to sign up for Dev & Deploy, our free monthly newsletter packed with tips, tools, and updates just for you! Plus, it’s your last chance to grab a new avatar from @reverentgeek—don’t miss out! #wcasia2025 https://t.co/IdNCJlPlmj
@wordpressdotcom· 6 months ago📣 The countdown is ON! This Thursday, we’re touching down at @WordCampAsia in Manila! 🇵🇭✨ If you're attending, don’t be shy—stop by our booth, say hello, grab some swag, and geek out with us about all things #WordPress 💙 See you soon! #WCAsia
@wordpressdotcom· 7 months agoRT @automattic: Dawn Scott went through unexpected life changes, and suddenly, she had to start a new venture from scratch. In 2023, the mother of six launched Errorless Service Dogs to help people to help people with psychiatric support, vision, mobility, and more. She turned $6,135 in advertising into $480,000 in sales (a 7,724% ROI)! 📈🐶
@wordpressdotcom· 7 months agoSorry to hear that! Did you reach out to support? https://t.co/nyGbZRZ0bs For what it's worth, the $96 sounds like one of our hosting plans rather than a fee for a template. Let us know whether you'd like some help sorting this out.
@wordpressdotcom· 7 months agoWhatever your vision, https://t.co/eRvNKWaWaZ makes it easy to build it your way. Your ‘someday’ starts today. 👇 https://t.co/zQOIOiBYhh
@wordpressdotcom· 7 months agoWhat’s on your to-do list this year? A blog to share your story? A portfolio to showcase your talent? A website to launch your small business? 🧵
@wordpressdotcom· 7 months agoRT @post_status: Join us tomorrow for the Post Status Happiness Hour! @michelleames will chat live with @iandstewart about WordPress Studio. Live on our YouTube channel at 4pm Wednesday (New York time). https://t.co/rsxotQ8kD3 https://t.co/HAIj64faVA
@wordpressdotcom· 7 months agoDream it, build it, and share it with the world. Start now! https://t.co/zQOIOiBYhh
@wordpressdotcom· 7 months ago2025 is the year you turn your ideas into reality–and we’re here to help 🫶 Got a business plan brewing? An idea for a blog? A vision for your personal brand? https://t.co/uJEV1SWf3s gives you the tools to build a website that works for you—from stunning templates to seamless customization. 👇
@wordpressdotcom· 7 months agohttps://t.co/GI3EayQbKO
@wordpressdotcom· 7 months agoAccessibility is so in for 2025—and adding alt text to your images boosts your website's inclusivity ~and~ SEO. Learn how this small addition can make a big difference at the link below 👇 https://t.co/biHAHx6k2o
@wordpressdotcom· 7 months agoThink WordPress is just for blogging? Think again! What if we told you it can double as a data-entry wizard and power your own central API? 👇 https://t.co/3u5FqXVFnr
@wordpressdotcom· 7 months agoBuild REST & GraphQL APIs and watch your projects level up. Details here: https://t.co/zqxOpkRVWm
@wordpressdotcom· 7 months ago📖 Full blog post @ https://t.co/6Ws3KY2hnq
@wordpressdotcom· 7 months ago🛠️ Ready to dive in? Check out the deets here: https://t.co/RDDVHTmDli
@wordpressdotcom· 7 months agoSay heyyyyy to Studio Sync! 🚀 Effortlessly sync your local, staging, and live environments with our newest feature in the free, open-source local development app you already love. https://t.co/6Yj0A7IvPw
@wordpressdotcom· 8 months ago🎯 Don’t wait—this deal is gone after December 31, 2024. Use code DREAM25 now: https://t.co/GlU05sqlXe
@wordpressdotcom· 8 months ago⏳ Final countdown alert! 🚨 Your big idea deserves a big debut—get 25% off a new https://t.co/eRvNKWaWaZ annual plan and start building your dream site today. 👇 https://t.co/huwqC39ewn
@wordpressdotcom· 8 months agohttps://t.co/XORbDU19no
@wordpressdotcom· 8 months ago🎉 New Year, New Dreams! What’s your 2025 vision? Join the challenge to dream big, set bold goals, and share your unique story with the world. Your words could inspire someone’s next big move! 📖 Curious? Read more at the link below 👇
@wordpressdotcom· 8 months agoCheck them out now 👉 https://t.co/hBagkqvXxq
@wordpressdotcom· 8 months agoGood website layouts = ✨ chef’s kiss ✨ Bad ones? = 🚩 We’ve rounded up 11 killer layouts for every page type. Your site deserves it! https://t.co/zVnxQXliGs
@wordpressdotcom· 8 months agohttps://t.co/RVHqZI7cCi
@wordpressdotcom· 8 months agoDecember’s theme drop is here! ✨ Whether you’re a creator, a small biz owner, or just looking for a personal site refresh, we’ve got options to match your vibe. Check out the link below to try them out! https://t.co/9SDmSULVQt
@wordpressdotcom· 8 months agoWapuu 🤝 WordPress 🤝 Artists in the community https://t.co/XxcFVItm34
@wordpressdotcom· 8 months agoRT @automattic: The first panel at #SOTW is live—and you can watch it right here on X! 📍https://t.co/hl4uMO524U https://t.co/GfiMTInH9P
@wordpressdotcom· 8 months agoRT @automattic: Make sure you check out the incredible music sequencer block that @photomatt mentioned during #SOTW 🎶
@wordpressdotcom· 8 months agoRT @automattic: 43.6% of the web. 58.5% of Japanese websites. That’s the power of @WordPress.
@wordpressdotcom· 8 months agoRT @automattic: 👋👋👋 Kon'nichiwa from Tokyo! #SOTW starts in just a few hours and we are so excited 💙 https://t.co/XMvrgzi5AU
@wordpressdotcom· 8 months agoRT @automattic: TOMORROW! 🤩 Check back here during #SOTW—we’ll be comin’ at you live with updates from Tokyo🗼
@wordpressdotcom· 8 months agoRead more on what this year’s #StateOfTheWord will feature: https://t.co/985LUzQfgJ Don’t miss it—join us live! 🌐 #WordPress #OpenSource
@wordpressdotcom· 8 months ago🎉 State of the Word 2024 is almost here! Get ready for insights, updates, and a celebration of all things WordPress! 🗓️ When: Monday, Dec. 16th ⏰ Time: 18:00 JST / 09:00 UTC 📍 Where: Live from Tokyo Node Hall But no FOMO here—we’re streaming it live! 🌐 Keep scrolling for the link details 👇
@wordpressdotcom· 8 months agoOr tune in on X: https://t.co/CcJzsaI4ji
@wordpressdotcom· 8 months ago🌟 Start strong with 25% off any new annual plan until December 31, 2024. That’s right—because even kale jugglers need a solid website. 👉 Use code DREAM25 and start building today: https://t.co/GlU05sqlXe
@wordpressdotcom· 8 months agoDream It. Build It. —25% Off to Get Started! Ready to turn your dreams into reality? Whether it’s launching a kale-juggling empire (yes, we’re looking at you @DocPop), building your brand, or sharing your creative genius, https://t.co/eRvNKWaWaZ has got your back! 🧵 https://t.co/lEv35ZTzCI
@wordpressdotcom· 8 months ago17 years ago, we added “Show falling snow on my blog” ❄️ to https://t.co/eRvNKWaolr. Then, it melted away (oops). But guess what? It’s BACK! 🎉 Sprinkle some frosty fun on your blog today: https://t.co/OBDv8kfzuM 🌨️ https://t.co/DrNKq13Dzj
@wordpressdotcom· 8 months agohttps://t.co/vMbn6zcCKZ #WordPress #WebsiteSecurity #DDoSProtection
@wordpressdotcom· 8 months ago🚨 Bots & DDoS attacks? Not on our watch! https://t.co/eRvNKWaolr’s Defensive Mode uses smart challenges to block spam & keep your site secure. 🛡️ Learn more at the link below 👇 https://t.co/SQLg0BXGJP
@wordpressdotcom· 8 months agoHere’s your chance to earn while you help others succeed! When you refer your followers and clients to https://t.co/uJEV1SVHdU, they’ll benefit from a trusted, powerful platform for building and hosting websites. Earn up to $300 for each referral by sharing your unique link. It’s a simple and effective way to make extra money. Sign up at https://t.co/VwhmGBAHfr and start earning! #wordpress @DocPop
@wordpressdotcom· 8 months agoIn a world where AI is everywhere, it’s nice to add a human touch to your blog. @DocPop shows you how to use the Audio Block to bring your posts to life 🌳 https://t.co/eDBzImTUgo
@wordpressdotcom· 9 months agoThe deal ends TONIGHT. Snag it now! 👉 https://t.co/f8RTrCMi3P
@wordpressdotcom· 9 months agoYou only have a few hours left to get 25% OFF annual https://t.co/eRvNKWaolr plans ⏰ https://t.co/KeoFBKRVok
@wordpressdotcom· 9 months agoGet 25% OFF https://t.co/eRvNKWaolr annual plans. Perfect for crafting sleek websites that mean business (or pleasure). Hurry, this deal’s gone faster than a typo fix! 👉 https://t.co/f8RTrCMi3P
@wordpressdotcom· 9 months agoBlack Friday deals are here & they are callin’ allll you dreamers and doers 📞 https://t.co/1OXR7GjN03
@wordpressdotcom· 9 months agoYou can decorate more than just your home for the holidays this year! Make your site shine brighter than your neighbor’s lights with cheerful color palettes and cozy holiday themes 🌟❄️ Check ‘em out now: https://t.co/IZE8uy1g07 https://t.co/6VPz5Y0t30
@wordpressdotcom· 9 months agoWe ❤️ being #FriendsOfFigma, and their next Barcelona event is TODAY! 🎉 Join Automattician @cbusquets, 2024 National Design Award winner 🏆, at 6:30 PM (local time) to discuss how to communicate your work and give/receive feedback in UX—essential soft skills for growing as a professional!
@wordpressdotcom· 9 months agoRT @automattic: https://t.co/7Fau4TNToA
@wordpressdotcom· 9 months agoRT @automattic: Open source thinks in decades. As @photomatt says, this is a small chapter of a very long journey.
@wordpressdotcom· 9 months ago✨ WordPress 6.7 has arrived! Get ready for the new Twenty Twenty-Five theme, easier editing with Zoom Out, enhanced customization, Query Loop improvements, and more. Fresh developer tools, more control—it's all live on your https://t.co/uJEV1SWf3s site now! Try it out or learn more at https://t.co/3KXBQnK8Ho. @WordPress
@wordpressdotcom· 9 months agoNot sure what to blog about? 🤔 Hit up the Daily Writing Prompt in your https://t.co/eRvNKWaWaZ dashboard to spark some inspo https://t.co/RhT6URGRBY https://t.co/x2lvLKQQoy
@wordpressdotcom· 9 months agoRead all about the new tool here: https://t.co/8Lvxl72MVA
KOLs
@PeterLBrandt· 21 days agoRT @MrGrai7: Most traders start by obsessing over a single trade or setup—and that’s exactly where you should begin. You have to master that first. But if you want to generate real, consistent returns with lower portfolio volatility, the edge isn’t in one perfect trade—it’s in managing many trades across uncorrelated markets. It’s about putting more capital to work, improving your odds of steady performance, and managing risk from a portfolio level. At that point, you’re not just a trader anymore—you’re a capital allocator and a risk manager. That’s where scalability starts. That’s where real alpha is produced. But it runs deeper than that. There are times to be fully allocated, and times to pull back. Times to sit in cash, and times to scale in hard. Your ability to read those shifting environments—that’s what separates elite traders from the average ones. And you don’t develop those instincts in a year. These are advanced skills. You earn them only after years of mastering the basics. And here’s the truth no one wants to admit: In your job, with your family, and in most areas of life, you can get away with excuses, with half-assing things, with doing “just enough.” That doesn’t fly in trading. Trading demands everything. Your time. Your money. Your attention. Your soul. I’ve always said: there are levels to this shit. You’re not going to figure it out from one good year, or from a podcast, or a tweet thread, or some course you bought. It’s all of it—every tool, every resource—used ruthlessly. And even then, you’ve got to take the theory, apply it, and suck at it. For years. That means losing money. Losing time. Admitting you weren’t as smart as you thought you were. Starting from scratch. Over and over. Tracking your trades, analyzing your edge, managing your emotions so you don’t nuke your account—after you’ve spent years building the damn thing. This is why trading is so fucking hard. Not because generating alpha is some mystical feat. Honestly, producing alpha becomes easy—once the foundation is there. It’s the framework that holds it all together that’s the beast. I used to call it the learning curve, but that’s too soft. It’s a growth curve. Because the market isn’t what’s hard—you are. Your own mind, your ego, your habits. That’s what makes trading brutal. And that’s why real traders aren’t taught—they’re forged. Most people will never willingly subject themselves to that kind of pain and self-scrutiny to build a better life. But traders do. "We’re the ultimate problem solvers." - @PeterLBrandt We don’t make excuses. We just figure it out. $SPX $SPY
@MrGrai7· 21 days agoMost traders start by obsessing over a single trade or setup—and that’s exactly where you should begin. You have to master that first. But if you want to generate real, consistent returns with lower portfolio volatility, the edge isn’t in one perfect trade—it’s in managing many trades across uncorrelated markets. It’s about putting more capital to work, improving your odds of steady performance, and managing risk from a portfolio level. At that point, you’re not just a trader anymore—you’re a capital allocator and a risk manager. That’s where scalability starts. That’s where real alpha is produced. But it runs deeper than that. There are times to be fully allocated, and times to pull back. Times to sit in cash, and times to scale in hard. Your ability to read those shifting environments—that’s what separates elite traders from the average ones. And you don’t develop those instincts in a year. These are advanced skills. You earn them only after years of mastering the basics. And here’s the truth no one wants to admit: In your job, with your family, and in most areas of life, you can get away with excuses, with half-assing things, with doing “just enough.” That doesn’t fly in trading. Trading demands everything. Your time. Your money. Your attention. Your soul. I’ve always said: there are levels to this shit. You’re not going to figure it out from one good year, or from a podcast, or a tweet thread, or some course you bought. It’s all of it—every tool, every resource—used ruthlessly. And even then, you’ve got to take the theory, apply it, and suck at it. For years. That means losing money. Losing time. Admitting you weren’t as smart as you thought you were. Starting from scratch. Over and over. Tracking your trades, analyzing your edge, managing your emotions so you don’t nuke your account—after you’ve spent years building the damn thing. This is why trading is so fucking hard. Not because generating alpha is some mystical feat. Honestly, producing alpha becomes easy—once the foundation is there. It’s the framework that holds it all together that’s the beast. I used to call it the learning curve, but that’s too soft. It’s a growth curve. Because the market isn’t what’s hard—you are. Your own mind, your ego, your habits. That’s what makes trading brutal. And that’s why real traders aren’t taught—they’re forged. Most people will never willingly subject themselves to that kind of pain and self-scrutiny to build a better life. But traders do. "We’re the ultimate problem solvers." - @PeterLBrandt We don’t make excuses. We just figure it out. $SPX $SPY
@DefiLlama· about 1 month agoNow tracking @onrefinance on @solana OnRe connects on-chain capital to real-world reinsurance markets through tokenized risk pools, offering exposure to uncorrelated insurance-based returns https://t.co/jU7DVB97AH
@mrjasonchoi· about 1 month agoRT @apralky: > can't plug into zeitgeist without perma doomscrolling + frying attention > can't contribute to zeitgeist without introspective zen + uncorrelated reading now you understand why Nietzsche split his year 6m: writing 6m: reading and walking around in solitude never both
@ArchaxEx· about 1 month agoWe're pleased to announce our partnership with @members_cap issuing a tokenised reinsurance fund. This tokenised reinsurance fund aims to provide attractive, high-yield, risk-adjusted returns uncorrelated to traditional asset classes. You can find out more here: https://t.co/raEjPZjpKZ https://t.co/jLEbgwN1Ld
@ExponentialDeFi· about 2 months ago🧵 Protocol of the Day: @Balancer Balancer is a decentralized exchange that enables self-balancing portfolios, letting users trade or earn yield like in a crypto index fund. ✅ Pros: • Multi-asset and custom-weighted pools lower impermanent loss • Smart Order Routing sources best prices across pools • Battle-tested with audits by OpenZeppelin and Trail of Bits • Top 1% by TVL across multiple chains ⚠️ Risks: • Complex pool mechanics – Uneven weightings can increase slippage and reduce trading volume • Smart contract risk – One mitigated exploit; exposure to typical DEX contract risks • Impermanent loss – Still applies, especially in volatile or uncorrelated pools
@paretocredit· about 2 months agoAdaptive Frontier Credit Vault | Cycle #1 stats update 📊 The first @adaptivefront Credit Vault cycle is complete, delivering a 12.39% APY, and it seems the market isn’t sleeping on this - over $1M just deposited! 🚀 The vault is powered by delta-neutral strategies that leverage high-frequency trading (HFT) and ultra-low latency execution to capture cross-exchange arbitrage - designed to deliver consistent, uncorrelated yield 💪 🧐 Who’s behind the Vault? Adaptive Frontier is a crypto-native market maker with 7+ years of experience in high-frequency trading. Before launching Adaptive as a proprietary firm, the team managed a $100M+ hedge fund executing similar strategies. 🚨 Cycle #2 is live, queue your $USDC deposit and start earning from the next cycle!👇 https://t.co/yllLCZQE5z
@crypto_rand· about 2 months agoRT @crypto_rand: ⚡️ Bitcoin Updates + Macro Perspective ⚡️ Seems like Trumpy has no chill, first with the tariffs and now fueling the war with Iran… Obviously these events will have a negative impact on the market for the short term. If there is something the market hates…its uncertainity. And the current scenario seems fully unpredictable. Some key points on this: 🎯 Don’t let these events to change your strategy and persoective. As happened during the Russia vs Ukraine war, the events are uncorrelated from the BTC value proposal, therefore every dump will be claimed back. There is no fundamental reasoning behind them. 💥 The amount of #Bitcoin wallets holding +1,000 BTC continues increasing non stop, guess why is that. 💎 All the Bitcoin Long Term Holders are just sitting in their hands, doing nothing, holding strong. As you can see on the chart, every single time we have had this scenario (signaled with a green circle 🟢 ) $BTC pumped hard (around +40/50%) within two months. Stay focused, let’s go!
@apralky· about 2 months ago> can't plug into zeitgeist without perma doomscrolling + frying attention > can't contribute to zeitgeist without introspective zen + uncorrelated reading now you understand why Nietzsche split his year 6m: writing 6m: reading and walking around in solitude never both
@panamaXBT· about 2 months agoRT @crypto_rand: ⚡️ Bitcoin Updates + Macro Perspective ⚡️ Seems like Trumpy has no chill, first with the tariffs and now fueling the war with Iran… Obviously these events will have a negative impact on the market for the short term. If there is something the market hates…its uncertainity. And the current scenario seems fully unpredictable. Some key points on this: 🎯 Don’t let these events to change your strategy and persoective. As happened during the Russia vs Ukraine war, the events are uncorrelated from the BTC value proposal, therefore every dump will be claimed back. There is no fundamental reasoning behind them. 💥 The amount of #Bitcoin wallets holding +1,000 BTC continues increasing non stop, guess why is that. 💎 All the Bitcoin Long Term Holders are just sitting in their hands, doing nothing, holding strong. As you can see on the chart, every single time we have had this scenario (signaled with a green circle 🟢 ) $BTC pumped hard (around +40/50%) within two months. Stay focused, let’s go!
@YeruiZhang· about 2 months agoRT @tn_pendle: DeFi is no longer in its infancy. We’ve moved past the chaotic Cambrian explosion of experimentation and hype, into what might be best described as the “Silver Age”, a period of growing maturity, structural refinement, and focus on practical economics. Just as TradFi evolved over centuries, from barter trade to banks, money markets, and eventually interest rate derivatives, DeFi is now undergoing a similar process. Token-to-token swaps which heralded DeFi Summer marked our barter era. Lending protocols like Aave, Compound, Morpho, and Euler formed the bedrock of crypto’s banking layer. And now, the next great leap is underway: the emergence of a yield curve and a functioning market for interest rate pricing and hedging. At the center of this shift is Pendle, which has pioneered and popularized DeFi fixed yield as well as yield trading, providing the tools for the price discovery of yield. Price discovery is a cornerstone of financial maturity. It enables capital to flow where it’s most productive, creates the conditions for informed decision-making, and allows both individuals and institutions to manage risk effectively. Without a functioning pricing mechanism, any market remains speculative and inefficient. Not so long ago in the early days of “Points” meta, ETH and stablecoin fixed yields regularly spiked past 100% APY. But today, yields on Pendle have stabilized into a much more sustainable 3-15% Fixed APY, a shift that reflects a maturing market underpinned by stable, reliable flows and real demand. Thus, Pendle facilitates yield price discovery on both a microeconomic and macroeconomic level. 1. Microeconomic Level: Democratized Access to Emerging Protocols With the rise of points and airdrop farming, Pendle has evolved into more than just a yield venue, effectively functioning as a platform for protocols to bootstrap liquidity. Through YTs, users can speculate on future protocol rewards such as airdrops or points, while PTs offer predictable, fixed yields. This dual-token system allows the market to price yield components separately, offering a rich set of signals to both investors and protocols. In certain cases, users have chosen YT as a form of democratized access to protocol tokens, as it could offer a similar exposure as those heavily gated private rounds only available to venture capital firms or insiders. With YT, Pendle users can: - Enter positions at any point in time before maturity, often without lockups or vesting schedules - Observe and gauge the protocol in action for a prolonged “DYOR” period before deciding to commit - Buy-in later at a discount as YTs decay toward maturity, allowing latecomers to “catch up” even if they missed the boat the first time, second time, third time… The result is a dynamic, open marketplace that actively facilitates pricing of project TGEs, unlocking early access to potential upside while enabling hedging and capital efficiency. In TradFi, the yield curve is considered a leading economic indicator. It helps assess inflation expectations, recession risks, and future monetary conditions. It also serves as the benchmark for pricing everything from bonds to structured debt products. Now, DeFi has the building blocks to replicate that onchain, providing a new layer of market intelligence far beyond what price charts or funding rates can offer. 2. Macroeconomic: Building the Yield Curve of Crypto The DeFi yield market is still in its nascent stage compared to its traditional counterpart,but it's a critical piece in nurturing a mature and sustainable financial ecosystem. At a macro level, Pendle is in the process of establishing something DeFi has lacked: a yield curve. Currently, the most commonly viewed aspects in crypto are: a) Token prices b) Funding rates c) Fear and greed index In TradFi, the yield curve is considered a leading economic indicator. It helps assess inflation expectations, recession risks, and future monetary conditions. It also serves as the benchmark for pricing everything from bonds to structured debt products. Now, DeFi has the building blocks to replicate this infrastructure. Pendle’s yield markets enable participants to: - Lock in yields across various maturities (e.g., 3-month, 6-month, etc.) - Observe how short-term vs long-term rates evolve - Infer macro signals like future liquidity tightening or easing The curve provides a layer of market intelligence beyond what price charts can offer. More interestingly, with the upcoming launch of Boros, DeFi will see the creation of the world’s first funding rate curve, another first for the crypto economy. This curve will chart market expectations of perp funding rates over time, opening the door to a richer, more dynamic layer of yield analytics, strategy construction, and market interpretation. In TradFi, yield curves shape everything from debt issuance to equity valuations. For crypto to reach its “Golden Age,” it needs similar tooling to support its own growing economy. Importance of Yield Curve in Crypto An upward-sloping yield curve of ETH staking APY plotted with Pendle’s stETH markets. The longer-dated maturity pools have higher yields due to greater uncertainty of yield changes over longer periods, which is how a “normal” yield curve would look like. With the funding rate curve, deeper insights can be gathered on: 1. How the market is pricing various durations of funding rates and how this plays into short and long term market sentiment. 2. Liquidity health across tenures and where demand is greatest during times of market stress. 3. Brand new dynamics which form as more transparency and efficiency is created in the Funding markets In my previous piece, I argued that stablecoin-denominated fixed yields will form the backbone for onboarding TradFi institutions into DeFi. These institutions are already searching for uncorrelated, attractive returns, and stablecoin fixed yields offer exactly that. But to participate meaningfully, they need more than just raw return figures. They require infrastructure that mirrors the analytical rigor and risk frameworks of traditional fixed income markets. That’s where Pendle comes in. Pendle enables the construction of yield curves, the discovery of interest rates, and the tools for institutional-grade risk management. This combination lowers the barrier for TradFi to enter, offering familiar frameworks in a novel, blockchain-native economy. By establishing yield pricing at scale, Pendle is laying the rails for institutional adoption, ushering in the next “Golden Age” of DeFi, where yield becomes not just an opportunity, but a cornerstone of the new global financial system. Job’s not done.
@crypto_rand· about 2 months ago⚡️ Bitcoin Updates + Macro Perspective ⚡️ Seems like Trumpy has no chill, first with the tariffs and now fueling the war with Iran… Obviously these events will have a negative impact on the market for the short term. If there is something the market hates…its uncertainity. And the current scenario seems fully unpredictable. Some key points on this: 🎯 Don’t let these events to change your strategy and persoective. As happened during the Russia vs Ukraine war, the events are uncorrelated from the BTC value proposal, therefore every dump will be claimed back. There is no fundamental reasoning behind them. 💥 The amount of #Bitcoin wallets holding +1,000 BTC continues increasing non stop, guess why is that. 💎 All the Bitcoin Long Term Holders are just sitting in their hands, doing nothing, holding strong. As you can see on the chart, every single time we have had this scenario (signaled with a green circle 🟢 ) $BTC pumped hard (around +40/50%) within two months. Stay focused, let’s go!
@pendle_fi· about 2 months agoRT @tn_pendle: DeFi is no longer in its infancy. We’ve moved past the chaotic Cambrian explosion of experimentation and hype, into what might be best described as the “Silver Age”, a period of growing maturity, structural refinement, and focus on practical economics. Just as TradFi evolved over centuries, from barter trade to banks, money markets, and eventually interest rate derivatives, DeFi is now undergoing a similar process. Token-to-token swaps which heralded DeFi Summer marked our barter era. Lending protocols like Aave, Compound, Morpho, and Euler formed the bedrock of crypto’s banking layer. And now, the next great leap is underway: the emergence of a yield curve and a functioning market for interest rate pricing and hedging. At the center of this shift is Pendle, which has pioneered and popularized DeFi fixed yield as well as yield trading, providing the tools for the price discovery of yield. Price discovery is a cornerstone of financial maturity. It enables capital to flow where it’s most productive, creates the conditions for informed decision-making, and allows both individuals and institutions to manage risk effectively. Without a functioning pricing mechanism, any market remains speculative and inefficient. Not so long ago in the early days of “Points” meta, ETH and stablecoin fixed yields regularly spiked past 100% APY. But today, yields on Pendle have stabilized into a much more sustainable 3-15% Fixed APY, a shift that reflects a maturing market underpinned by stable, reliable flows and real demand. Thus, Pendle facilitates yield price discovery on both a microeconomic and macroeconomic level. 1. Microeconomic Level: Democratized Access to Emerging Protocols With the rise of points and airdrop farming, Pendle has evolved into more than just a yield venue, effectively functioning as a platform for protocols to bootstrap liquidity. Through YTs, users can speculate on future protocol rewards such as airdrops or points, while PTs offer predictable, fixed yields. This dual-token system allows the market to price yield components separately, offering a rich set of signals to both investors and protocols. In certain cases, users have chosen YT as a form of democratized access to protocol tokens, as it could offer a similar exposure as those heavily gated private rounds only available to venture capital firms or insiders. With YT, Pendle users can: - Enter positions at any point in time before maturity, often without lockups or vesting schedules - Observe and gauge the protocol in action for a prolonged “DYOR” period before deciding to commit - Buy-in later at a discount as YTs decay toward maturity, allowing latecomers to “catch up” even if they missed the boat the first time, second time, third time… The result is a dynamic, open marketplace that actively facilitates pricing of project TGEs, unlocking early access to potential upside while enabling hedging and capital efficiency. In TradFi, the yield curve is considered a leading economic indicator. It helps assess inflation expectations, recession risks, and future monetary conditions. It also serves as the benchmark for pricing everything from bonds to structured debt products. Now, DeFi has the building blocks to replicate that onchain, providing a new layer of market intelligence far beyond what price charts or funding rates can offer. 2. Macroeconomic: Building the Yield Curve of Crypto The DeFi yield market is still in its nascent stage compared to its traditional counterpart,but it's a critical piece in nurturing a mature and sustainable financial ecosystem. At a macro level, Pendle is in the process of establishing something DeFi has lacked: a yield curve. Currently, the most commonly viewed aspects in crypto are: a) Token prices b) Funding rates c) Fear and greed index In TradFi, the yield curve is considered a leading economic indicator. It helps assess inflation expectations, recession risks, and future monetary conditions. It also serves as the benchmark for pricing everything from bonds to structured debt products. Now, DeFi has the building blocks to replicate this infrastructure. Pendle’s yield markets enable participants to: - Lock in yields across various maturities (e.g., 3-month, 6-month, etc.) - Observe how short-term vs long-term rates evolve - Infer macro signals like future liquidity tightening or easing The curve provides a layer of market intelligence beyond what price charts can offer. More interestingly, with the upcoming launch of Boros, DeFi will see the creation of the world’s first funding rate curve, another first for the crypto economy. This curve will chart market expectations of perp funding rates over time, opening the door to a richer, more dynamic layer of yield analytics, strategy construction, and market interpretation. In TradFi, yield curves shape everything from debt issuance to equity valuations. For crypto to reach its “Golden Age,” it needs similar tooling to support its own growing economy. Importance of Yield Curve in Crypto An upward-sloping yield curve of ETH staking APY plotted with Pendle’s stETH markets. The longer-dated maturity pools have higher yields due to greater uncertainty of yield changes over longer periods, which is how a “normal” yield curve would look like. With the funding rate curve, deeper insights can be gathered on: 1. How the market is pricing various durations of funding rates and how this plays into short and long term market sentiment. 2. Liquidity health across tenures and where demand is greatest during times of market stress. 3. Brand new dynamics which form as more transparency and efficiency is created in the Funding markets In my previous piece, I argued that stablecoin-denominated fixed yields will form the backbone for onboarding TradFi institutions into DeFi. These institutions are already searching for uncorrelated, attractive returns, and stablecoin fixed yields offer exactly that. But to participate meaningfully, they need more than just raw return figures. They require infrastructure that mirrors the analytical rigor and risk frameworks of traditional fixed income markets. That’s where Pendle comes in. Pendle enables the construction of yield curves, the discovery of interest rates, and the tools for institutional-grade risk management. This combination lowers the barrier for TradFi to enter, offering familiar frameworks in a novel, blockchain-native economy. By establishing yield pricing at scale, Pendle is laying the rails for institutional adoption, ushering in the next “Golden Age” of DeFi, where yield becomes not just an opportunity, but a cornerstone of the new global financial system. Job’s not done.
@tn_pendle· about 2 months agoDeFi is no longer in its infancy. We’ve moved past the chaotic Cambrian explosion of experimentation and hype, into what might be best described as the “Silver Age”, a period of growing maturity, structural refinement, and focus on practical economics. Just as TradFi evolved over centuries, from barter trade to banks, money markets, and eventually interest rate derivatives, DeFi is now undergoing a similar process. Token-to-token swaps which heralded DeFi Summer marked our barter era. Lending protocols like Aave, Compound, Morpho, and Euler formed the bedrock of crypto’s banking layer. And now, the next great leap is underway: the emergence of a yield curve and a functioning market for interest rate pricing and hedging. At the center of this shift is Pendle, which has pioneered and popularized DeFi fixed yield as well as yield trading, providing the tools for the price discovery of yield. Price discovery is a cornerstone of financial maturity. It enables capital to flow where it’s most productive, creates the conditions for informed decision-making, and allows both individuals and institutions to manage risk effectively. Without a functioning pricing mechanism, any market remains speculative and inefficient. Not so long ago in the early days of “Points” meta, ETH and stablecoin fixed yields regularly spiked past 100% APY. But today, yields on Pendle have stabilized into a much more sustainable 3-15% Fixed APY, a shift that reflects a maturing market underpinned by stable, reliable flows and real demand. Thus, Pendle facilitates yield price discovery on both a microeconomic and macroeconomic level. 1. Microeconomic Level: Democratized Access to Emerging Protocols With the rise of points and airdrop farming, Pendle has evolved into more than just a yield venue, effectively functioning as a platform for protocols to bootstrap liquidity. Through YTs, users can speculate on future protocol rewards such as airdrops or points, while PTs offer predictable, fixed yields. This dual-token system allows the market to price yield components separately, offering a rich set of signals to both investors and protocols. In certain cases, users have chosen YT as a form of democratized access to protocol tokens, as it could offer a similar exposure as those heavily gated private rounds only available to venture capital firms or insiders. With YT, Pendle users can: - Enter positions at any point in time before maturity, often without lockups or vesting schedules - Observe and gauge the protocol in action for a prolonged “DYOR” period before deciding to commit - Buy-in later at a discount as YTs decay toward maturity, allowing latecomers to “catch up” even if they missed the boat the first time, second time, third time… The result is a dynamic, open marketplace that actively facilitates pricing of project TGEs, unlocking early access to potential upside while enabling hedging and capital efficiency. In TradFi, the yield curve is considered a leading economic indicator. It helps assess inflation expectations, recession risks, and future monetary conditions. It also serves as the benchmark for pricing everything from bonds to structured debt products. Now, DeFi has the building blocks to replicate that onchain, providing a new layer of market intelligence far beyond what price charts or funding rates can offer. 2. Macroeconomic: Building the Yield Curve of Crypto The DeFi yield market is still in its nascent stage compared to its traditional counterpart,but it's a critical piece in nurturing a mature and sustainable financial ecosystem. At a macro level, Pendle is in the process of establishing something DeFi has lacked: a yield curve. Currently, the most commonly viewed aspects in crypto are: a) Token prices b) Funding rates c) Fear and greed index In TradFi, the yield curve is considered a leading economic indicator. It helps assess inflation expectations, recession risks, and future monetary conditions. It also serves as the benchmark for pricing everything from bonds to structured debt products. Now, DeFi has the building blocks to replicate this infrastructure. Pendle’s yield markets enable participants to: - Lock in yields across various maturities (e.g., 3-month, 6-month, etc.) - Observe how short-term vs long-term rates evolve - Infer macro signals like future liquidity tightening or easing The curve provides a layer of market intelligence beyond what price charts can offer. More interestingly, with the upcoming launch of Boros, DeFi will see the creation of the world’s first funding rate curve, another first for the crypto economy. This curve will chart market expectations of perp funding rates over time, opening the door to a richer, more dynamic layer of yield analytics, strategy construction, and market interpretation. In TradFi, yield curves shape everything from debt issuance to equity valuations. For crypto to reach its “Golden Age,” it needs similar tooling to support its own growing economy. Importance of Yield Curve in Crypto An upward-sloping yield curve of ETH staking APY plotted with Pendle’s stETH markets. The longer-dated maturity pools have higher yields due to greater uncertainty of yield changes over longer periods, which is how a “normal” yield curve would look like. With the funding rate curve, deeper insights can be gathered on: 1. How the market is pricing various durations of funding rates and how this plays into short and long term market sentiment. 2. Liquidity health across tenures and where demand is greatest during times of market stress. 3. Brand new dynamics which form as more transparency and efficiency is created in the Funding markets In my previous piece, I argued that stablecoin-denominated fixed yields will form the backbone for onboarding TradFi institutions into DeFi. These institutions are already searching for uncorrelated, attractive returns, and stablecoin fixed yields offer exactly that. But to participate meaningfully, they need more than just raw return figures. They require infrastructure that mirrors the analytical rigor and risk frameworks of traditional fixed income markets. That’s where Pendle comes in. Pendle enables the construction of yield curves, the discovery of interest rates, and the tools for institutional-grade risk management. This combination lowers the barrier for TradFi to enter, offering familiar frameworks in a novel, blockchain-native economy. By establishing yield pricing at scale, Pendle is laying the rails for institutional adoption, ushering in the next “Golden Age” of DeFi, where yield becomes not just an opportunity, but a cornerstone of the new global financial system. Job’s not done.
@OVRtheReality· 2 months ago5/ The Business Portal creates new, uncorrelated revenue streams for the ecosystem. Combined with Map2Earn and Web3 AR Publishing, it spins the flywheel: ↳ Token burns ↳ Revenue share ↳ Market expansion Welcome to the future of spatial business. 👉🏼 Dive in: https://t.co/2GaxYpEpKC 👉🏼 Read the full blog post: https://t.co/vqy9GKMvQv
@AssetMantle· 2 months agoRT @RayBuckton: Tokenized Real Estate is The Future Deloitte is targeting $4 trillion by 2035. Dubai announced it wants $16 billion worth of on-chain property ASAP. What and who makes this sector tick 👇 --- 🗺️ Uncorrelated Geographies Before 2008, analysts assumed that national real estate markets moved in tandem. That thesis was invalidated as Miami fell first, then the rest of the country. The takeaway: there's a correlation, but it's not a perfect one, especially on a global scale. --- 📕 The Targeted Market Playbook Today, investing in real estate in specific markets is a common practice. Global investment is more popular than ever. Imagine buying up real estate in Dubai in the 1990s. Getting a small sliver of the action across global cities is the new playbook. --- 🚧 High Costs, High Barriers But how many people have $100,000+ ready to invest in Shangdong, Manilla, or Milan? Diversifying a global real estate portfolio takes millions. Most of us are locked out of the market. --- 🏠 Tokenization Changes Everything Fractional ownership of global property is quickly becoming the new norm. @PropyInc is redefining real estate exposure for the mass market. @MetaWealth just launched their 11th property in Rome. @PIXLRWA is bringing real estate deal flow on-chain. @TheForgeDefi adds DeFi to the mix in powerful new ways. @trize_io offers exposure to new constructions in Canada. --- 📋 The Takeaway It's now possible to build a global real estate portfolio for thousands, not millions, of dollars. Your average investor now has the same opportunity as the world's largest hedge funds. Tokenized real estate isn't just the future - it's happening today.
@RayBuckton· 2 months agoTokenized Real Estate is The Future Deloitte is targeting $4 trillion by 2035. Dubai announced it wants $16 billion worth of on-chain property ASAP. What and who makes this sector tick 👇 --- 🗺️ Uncorrelated Geographies Before 2008, analysts assumed that national real estate markets moved in tandem. That thesis was invalidated as Miami fell first, then the rest of the country. The takeaway: there's a correlation, but it's not a perfect one, especially on a global scale. --- 📕 The Targeted Market Playbook Today, investing in real estate in specific markets is a common practice. Global investment is more popular than ever. Imagine buying up real estate in Dubai in the 1990s. Getting a small sliver of the action across global cities is the new playbook. --- 🚧 High Costs, High Barriers But how many people have $100,000+ ready to invest in Shangdong, Manilla, or Milan? Diversifying a global real estate portfolio takes millions. Most of us are locked out of the market. --- 🏠 Tokenization Changes Everything Fractional ownership of global property is quickly becoming the new norm. @PropyInc is redefining real estate exposure for the mass market. @MetaWealth just launched their 11th property in Rome. @PIXLRWA is bringing real estate deal flow on-chain. @TheForgeDefi adds DeFi to the mix in powerful new ways. @trize_io offers exposure to new constructions in Canada. --- 📋 The Takeaway It's now possible to build a global real estate portfolio for thousands, not millions, of dollars. Your average investor now has the same opportunity as the world's largest hedge funds. Tokenized real estate isn't just the future - it's happening today.
@enzymefinance· 2 months agoRT @Mona_El_Isa: I first came across @jerallaire (even though he is not in the picture, he was there!) at the World Economic Forum @Davos in 2018, when @enzymefinance, (known as Melon back then), was nominated as a Tech Pioneer. I thought I already knew how game‑changing @circle #USDC was going to be for DeFi back then, but even my expectations were surpassed this past Friday with the debut of #CRCL on the NYSE, where shares jumped +250% above the IPO price. At @avantgardefi, we use USDC in our stable-coin yield strategies, helping holders of cash generate uncorrelated returns from treasuries. But beyond yield: ➡️ Payments and remittances are now far more efficient (reducing friction, cost, and time) empowering those in high‑inflation economies. ➡️ USDC has become a main payment and investment medium in Web3 ➡️ USDC facilitates yield opportunities through #DeFi such as lending, borrowing, yield farming, liquidity provision on platforms like @aave, @compoundfinance, and @Uniswap, unlocking wholly new, uncorrelated yield streams. Watching this evolution from Davos 2018 to NYSE has been both inspiring and validating for those of us building infrastructure for the future of finance. A huge congratulations to Jeremy and the team!
@avantgardefi· 2 months agoRT @Mona_El_Isa: I first came across @jerallaire (even though he is not in the picture, he was there!) at the World Economic Forum @Davos in 2018, when @enzymefinance, (known as Melon back then), was nominated as a Tech Pioneer. I thought I already knew how game‑changing @circle #USDC was going to be for DeFi back then, but even my expectations were surpassed this past Friday with the debut of #CRCL on the NYSE, where shares jumped +250% above the IPO price. At @avantgardefi, we use USDC in our stable-coin yield strategies, helping holders of cash generate uncorrelated returns from treasuries. But beyond yield: ➡️ Payments and remittances are now far more efficient (reducing friction, cost, and time) empowering those in high‑inflation economies. ➡️ USDC has become a main payment and investment medium in Web3 ➡️ USDC facilitates yield opportunities through #DeFi such as lending, borrowing, yield farming, liquidity provision on platforms like @aave, @compoundfinance, and @Uniswap, unlocking wholly new, uncorrelated yield streams. Watching this evolution from Davos 2018 to NYSE has been both inspiring and validating for those of us building infrastructure for the future of finance. A huge congratulations to Jeremy and the team!
@Mona_El_Isa· 2 months agoI first came across @jerallaire (even though he is not in the picture, he was there!) at the World Economic Forum @Davos in 2018, when @enzymefinance, (known as Melon back then), was nominated as a Tech Pioneer. I thought I already knew how game‑changing @circle #USDC was going to be for DeFi back then, but even my expectations were surpassed this past Friday with the debut of #CRCL on the NYSE, where shares jumped +250% above the IPO price. At @avantgardefi, we use USDC in our stable-coin yield strategies, helping holders of cash generate uncorrelated returns from treasuries. But beyond yield: ➡️ Payments and remittances are now far more efficient (reducing friction, cost, and time) empowering those in high‑inflation economies. ➡️ USDC has become a main payment and investment medium in Web3 ➡️ USDC facilitates yield opportunities through #DeFi such as lending, borrowing, yield farming, liquidity provision on platforms like @aave, @compoundfinance, and @Uniswap, unlocking wholly new, uncorrelated yield streams. Watching this evolution from Davos 2018 to NYSE has been both inspiring and validating for those of us building infrastructure for the future of finance. A huge congratulations to Jeremy and the team!
@CryptoRank_io· 2 months agoInstitutional Adoption Grows as CME Bitcoin Traders Reach ATH Institutional interest in #Bitcoin is no longer a trend; it is a structural shift. The number of large holders of CME Bitcoin futures just hit an all-time high of 217, up 36% since January, and this is not opportunistic trading around headlines but consistent accumulation. GameStop adding $BTC to its treasury and Trump Media raising $2.3 billion to buy #BTC show that corporate adoption is accelerating alongside institutional flows. With growing policy uncertainty and trade war tensions, Bitcoin is emerging as a strategic hedge and a digital reserve asset uncorrelated with traditional risks. The data makes it clear that Bitcoin has moved beyond being a speculative bet and is becoming a permanent fixture in institutional portfolios.
@onrefinance· 2 months agoICYMI: ONe finds new liquidity on @orca_so As demand for composable, uncorrelated yield grows across DeFi, we're excited to see decentralized liquidity pools emerge for the ONe token. With the ONe/sUSDe pool on Orca, LPs aren't locked in. They can exit early by swapping ONe on secondary markets, rebalance across strategies without unwinding, and improve capital efficiency without waiting for maturity. This is a meaningful step toward making reinsurance a liquid, tradable asset class, and unlocking more dynamic, on-chain markets for risk and capital. Explore the pool → https://t.co/AUBdui5oTp Read the full announcement → https://t.co/qCe8kHiN1f
@SecretNetwork· 3 months agoMost stablecoins are bound to a single, fragile peg. $SILK is built differently. Uncorrelated, adaptive, and designed to preserve real purchasing power over time. https://t.co/SsLN5IKYtk
@LunarCrush· 3 months ago"Bitcoin is the best performing uncorrelated asset" breakdown by @saylor at today's Strategy conference. https://t.co/l0zC28zv2Z
@stevesi· 3 months agoRT @bkheywood: Wait what? -NYC raised taxes and people with money ($14B worth of income to the city people left NYC) ? -And they went where? What? -Florida ? -Why Florida? -NO taxes you say? -This has to be a completely unrelated total fluke with nothing for other Blue states like WA to learn from at all…. -This must also be uncorrelated to the fact that 7 years ago I did not know one person living in Florida -And today I know at least 30 WA state families that have moved there within the past 3-5 years….. hmmm unrelated I am sure… What? No i haven’t been looking at pictures of FL real estate on the interwebs…. I swear
@bkheywood· 3 months agoWait what? -NYC raised taxes and people with money ($14B worth of income to the city people left NYC) ? -And they went where? What? -Florida ? -Why Florida? -NO taxes you say? -This has to be a completely unrelated total fluke with nothing for other Blue states like WA to learn from at all…. -This must also be uncorrelated to the fact that 7 years ago I did not know one person living in Florida -And today I know at least 30 WA state families that have moved there within the past 3-5 years….. hmmm unrelated I am sure… What? No i haven’t been looking at pictures of FL real estate on the interwebs…. I swear
@avax· 4 months agoRWAs are moving onchain at scale. Avalanche now supports over $163M in tokenized assets across 24 products, including tokenized T-bills (@opentrade_io), regulated equities (@BackedFi), money markets (@BlackRock’s BUIDL issued through @Securitize), and SEC-registered funds (@WisdomTreeFunds). Platforms like @re are also unlocking new, uncorrelated yield streams through tokenized reinsurance.
@avax· 4 months agoRe @reinsurance_xyz is turning one of the world’s most opaque, high-margin industries—reinsurance—into a transparent, onchain asset class. By tokenizing reinsurance premiums, they’re giving DeFi users exposure to yield—without relying on inflationary emissions or circular borrowing games. This is a completely new asset class entering DeFi—and it could be one of the most capital-efficient that diversifies and produces an uncorrelated yield for investors.
@helium· 4 months agoRT @rawrmaan: helium's revenue growth is: - incremental - uncorrelated with the wider crypto market every hotspot deployed in a good location raises the daily baseline https://t.co/DymGE0n8RS
@rawrmaan· 4 months agohelium's revenue growth is: - incremental - uncorrelated with the wider crypto market every hotspot deployed in a good location raises the daily baseline https://t.co/DymGE0n8RS
@MapleLeafCap· 4 months agoV2 is finally live. Think this is where it takes off. - $PST is big -- I’ve been bugging Richard & Erbil for a while now and they finally wrapped the yield-bearing LP position into a freely-tradeable token. Aggressive loop-farming + pendle-like YT/PT juicing now possible and I expect TVL to moon. - The only RWA / Fintech exposure u get on SOL w/ ecosystem full-backing. Some benchmark them to $ONDO / $PLUME / $XRP but think its crypto-natives only way for a way to access Silicon-Valley fintech-equity like exposure via tokens. - Good timing w/ 10%+ yield (w/ points & now liquidity via $PST) while treasury @ 3-4% & DeFi basis / yield down. The risk profile is completely separate vs. DeFi / crypto and should be a robust source of income uncorrelated to the carnage. - idk where this prints TGE but at least they are long-term people + rapidly getting to break-even w/ 7 mm USD revenue (PST should really really help I think, they should be able to take tons of capital for deployment). Team’s in the right place to ride this US-reg / stablecoin / fintech wave – can’t be more excited to watch Huma morph into something huge the next couple of years.
@ThetanutsFi· 4 months ago4️⃣ The Key Takeaway Vols have now started to reprice, but positioning is still fragile. Dealers have to rebalance and $BTC’s correlation with macro flows is stronger than ever. The biggest takeaway here is that vols told the real story. Price watchers thought $BTC was uncorrelated to TradFi but option chads knew better — while #BTC looked “calm,” IV was silently repricing macro risk.
@CryptoMan_Ram· 4 months ago-Institutional coupling still not very deep. So during times of extreme stress crypto market will be uncorrelated. Only 15-20% of institutional investors still have some form of crypto exposure and average exposure is likely less than 2% of portfolio as per a Grok quick scan -The ‘bad stuff’ has already been priced in slightly differently (previous ‘good stuff’ that didn’t pan out post inauguration). - Seller exhaustion. Every crypto conversation with another builder or investor is along the lines of an initial mutual commiserating and head shake on where we are and how we are holding up, a point of concord on how BTC has finally established itself, and also some form of QE pricing itself in and starting to push back crypto candles sometime before Q3. A good chunk of mid curve whale portfolios are likely in ‘premium’ memes that are 90% down btw
@Tradermayne· 4 months agoRealistically I think it’s a lot more likely that crypto bottoms WITH risk than it bottoming in an uncorrelated fashion relative to risk. And the only way I see risk bottoming is with a stance change from the FED.
@RayDalio· 4 months agoThe Consequences of Liberation Day Following up on my post below from earlier this week, now that we see yesterday's tariff announcements, it appears to me that the first order consequences of them will be significantly stagflationary in the U.S. and significantly deflationary/recessionary in sanctioned countries. As for the second order consequences, we will see other countries' responses, significant policy changes in all countries to try to negate these undesired effects with policy tools at their disposal (most importantly via their monetary and fiscal policies). I also think negotiations and changes in what the U.S. policies will end up being will come as second order consequences. For example, we have seen reciprocal tariffs by China (which if enacted and followed by other countries will have huge effects), and, as I mentioned in my earlier article, I can imagine negotiations taking place over a China-U.S. deal to strengthen China’s RMB relative to the USD in exchange for some trade relief. If that were to happen, it would be more deflationary and depressing for China, which in turn would need to lead to an easier monetary and/or fiscal policy in China. You get the picture. We have in store many big surprises and changes ahead. To reiterate what is clear in any case and should be kept in mind is that… …1) the production, trade, and capital imbalances (most importantly the debts) must come down one way or another, because they are dangerously unsustainable for monetary, economic, and geopolitical reasons (so the current monetary, economic, and geopolitical orders must change in big ways)… …2) they will likely come with abrupt, unconventional changes (like those I describe in my new book How Countries Go Broke: The Big Cycle) and… …3) the longer term monetary, political, and geopolitical effects will depend mostly on the trust in the quality of the debt and capital markets as a safe store-hold of wealth, countries' productivity levels, and the political systems that make countries attractive places to live, work, and invest. Speaking of balance, I hope that your portfolio is balanced in the ways that I won’t digress deeply into here but have described previously in my books (i.e., across asset classes and geographies in an uncorrelated way and informed by which assets do well in different inflationary and growth environments). Expect the ride ahead to produce some very big tests and shakeouts that will be great tests of investors’ skills as the critically important monetary, domestic political, and international geopolitical orders are breaking down. Frankly, I look forward to this challenge as it is during such challenging times in the game that the opportunities make a big difference and distinguish oneself are the greatest. The views expressed in this article are mine and not necessarily Bridgewater’s.
@cmsholdings· 4 months agoRT @NetworkMedici: 🎙️Medici Presents: Level Up - Our FIRST Episode is LIVE! 🚀 Join our co-hosts @David_Grid and @SeanMFarrell as they sit down with @mikeahorton, Co-Founder of @GEODNET_, and @sethginns, Managing Partner of @coinfund_io. In this episode, they explore: - Why DePIN is a compelling investment opportunity - How decentralized precision GPS is reshaping traditional players - GEODNET's tokenomics and revenue model - The mining incentives and token rewards - Why GEODNET's revenue remains uncorrelated to crypto market volatility - And much more. Links to the full episode below👇📍
@EricBalchunas· 4 months agoWhile investors still buying US stock ETFs they are increasingly looking to diversify w/ uncorrelated assets.. 35% of flows YTD going to stuff w less than 0.50 correlation, higher that past 2yrs but not yet at 2022 levels via @psarofagis https://t.co/aoRMH17HyN
@NetworkMedici· 5 months ago🎙️Medici Presents: Level Up - Our FIRST Episode is LIVE! 🚀 Join our co-hosts @David_Grid and @SeanMFarrell as they sit down with @mikeahorton, Co-Founder of @GEODNET_, and @sethginns, Managing Partner of @coinfund_io. In this episode, they explore: - Why DePIN is a compelling investment opportunity - How decentralized precision GPS is reshaping traditional players - GEODNET's tokenomics and revenue model - The mining incentives and token rewards - Why GEODNET's revenue remains uncorrelated to crypto market volatility - And much more. Links to the full episode below👇📍
@TrueFiDAO· 5 months agoStrategic Diversification Beyond DeFi Incorporating asset-backed loans with returns independent of DeFi market fluctuations creates genuine portfolio diversification. Unlike adding multiple DeFi protocols that often move in tandem during market stress, Mansa loans provide truly uncorrelated yields secured by real-world assets. This diversification doesn't just reduce volatility—it fundamentally protects capital during sector-specific downturns that might affect even seemingly diverse DeFi investments.
@TrueFiDAO· 5 months agoDiversifying DeFi portfolios with uncorrelated high yields, particularly from @MANSA_FI asset-backed loans on TrueFi, represents a strategic opportunity for sophisticated investors. This approach offers four compelling advantages that can transform portfolio construction and performance. 1. Strategic Diversification Beyond DeFi 2. Enhanced Risk Management Through Asset Security 3. Yield Stability and Cash Flow Predictability 4. Institutional-Grade Investment Characteristics
@Cointelegraph· 5 months ago🚨 LATEST: BlackRock Global Head of Digital Assets Robbie Mitchnick says, “If you look at Bitcoin fundamentally on a long-term basis, it really seems like an asset that should be uncorrelated or even inversely correlated against certain risk factors that exist.” https://t.co/bC0zKqF3xB
@TrueFiDAO· 5 months agoTwitter Thread: Institutional Digital Asset Strategy 1/7 Institutions use stablecoins and tokenized Treasuries to balance risk exposure. Stablecoins act as a safe haven during crypto volatility, while tokenized Treasuries provide uncorrelated yields. https://t.co/exd7mhZ5wM
@coinmetrics· 5 months agoState of the Network: The Cross-Currents Shaping Crypto Markets The crypto market finds itself at a pivotal crossroads, navigating between macroeconomic pressures and crypto-specific challenges. In this week's @coinmetrics State of the Network report, @TanayVed explores the recent volatility and highlights key trends: - Despite market turbulence, $BTC remains notably uncorrelated to traditional assets like Gold and the S&P 500, emphasizing its unique market position. - Bitcoin dominance continues to climb, signaling a market increasingly influenced by institutional investors, even as retail participation wanes. - Structural developments, including regulatory clarity and institutional adoption, are setting the stage for sustainable long-term growth. - $ETH ’s underperformance relative to Bitcoin continues to shape altcoin sentiment, indicating potential catalysts for future market shifts. - Solana recently implemented updates enhancing validator incentives and transparency, though a proposal for a dynamic $SOL issuance model failed to pass, preserving its fixed inflation schedule. Full Report Link in Replies
@PeterLBrandt· 5 months agoMax, some personal advice in case you are interested. The need to make money quickly is highly uncorrelated with long-term success in trading. LOL -- you will need it, seriously. Examine your motives please
@CryptoDiffer· 6 months ago❗️@KasuFinance $KSU has launched its #RWA private credit platform The platform offers 12-25% APY and lends to top-tier accounting firms and their clients in the #US, #Canada & #UK, ensuring returns uncorrelated to #crypto volatility. 👉 https://t.co/wwpkKPslb7 https://t.co/OgO9acfuFM
@krugermacro· 6 months agoBetting on Kasu and team to become the next big RWA play. The quoted thread should be self-explanatory. Doxed founders. 12%–25% yields uncorrelated with crypto. If you don't know the source of yield, you're the yield. With Kasu, the yield comes from lending to accounting firms for working capital financing. Needless to say, DYOR. Disclaimer: investor.
@THORChain· 6 months agoLiquidity fees dominate since they represent demand uncorrelated with asset prices The importance of the cross chain swap engine cannot be understated
@RayDalio· 6 months agoMy mantra of investing is fifteen good uncorrelated return streams risk balanced. What is yours? #principles #raydalio #mentor #Geopolitics https://t.co/cIMmz355jx
@Hyperpay_tech· 6 months agoEthereum Remains Largely Uncorrelated To Bitcoin – Data Shows ETH Tied To Other Coins https://t.co/fc2YgwjxYj
@milesdeutscher· 7 months agoThis is the last 4-year cycle imo. In fact, I'm not sure if we're even in one anymore. I say this for many reasons: • Institutionalization of $BTC • Increasing maturity of the market • Macro is now much more reactive/fickle • Broader acceptance of the cycle theory • Halving shock (relative to supply) diminishes over time • Breakthrough use cases like AI This post isn't suggesting there won't be bear markets - of course there will. Just different. If I had to guess: • More correlation to TradFi • We'll see some shorter multi-month market resets with sectors of outperformance as opposed to everything down only for 2 years • Most solid altcoins have bounced this cycle, I don't think that will be case during the next bear - we'll see some extinction events • There will be some tokens which are uncorrelated to market moves (i.e. RWA products with real underlying business, gaming, AI models etc.) We're truly in unchartered territory.
@VinnyLingham· 7 months agoRT @VinnyLingham: Solana could turn out to be the first crypto that is uncorrelated to #Bitcoin. Pretty exciting times.
@evan_van_ness· 7 months agoRT @RyskyGeronimo: Introducing EVA on Arbitrum, powered by Rysk v2: 14% returns in under two months, zero beta to ETH, and 9/10 profitable weeks—no subsidies. Experience real, uncorrelated DeFi yields with robust risk management. https://t.co/TvIcAB9SFD
@RyskyGeronimo· 7 months agoIntroducing EVA on Arbitrum, powered by Rysk v2: 14% returns in under two months, zero beta to ETH, and 9/10 profitable weeks—no subsidies. Experience real, uncorrelated DeFi yields with robust risk management. https://t.co/TvIcAB9SFD
@panamaXBT· 7 months agoRT @cointradernik: Gonna go out on a limb and say the 11-week lagging liquidity correlation has now well and truly broken If BTC has a deeper correction, it won’t be because of this correlation - uncorrelated PA from hereon so I wouldn’t rely too much on this as a roadmap This happens every cycle btw (and each cycle has had its own varying lag during periods correlated with ‘liquidity’) Acceptance above 101k ish would be the clearest signal for this period of uncorrelated price-action really kicking in
@cointradernik· 7 months agoGonna go out on a limb and say the 11-week lagging liquidity correlation has now well and truly broken If BTC has a deeper correction, it won’t be because of this correlation - uncorrelated PA from hereon so I wouldn’t rely too much on this as a roadmap This happens every cycle btw (and each cycle has had its own varying lag during periods correlated with ‘liquidity’) Acceptance above 101k ish would be the clearest signal for this period of uncorrelated price-action really kicking in
@cryptomocho· 8 months agoRT @0xStanec: What’s crazy about Agents is how they are uncorrelated vis-a-vis general crypto market.
@0xStanec· 8 months agoWhat’s crazy about Agents is how they are uncorrelated vis-a-vis general crypto market.
@BitcoinMagazine· 8 months agoRT @BitcoinForCorps: For 30 years, financial advisors have been stuck in the same rut: private equity, real estate, bonds—all fail to outpace monetary inflation. The solution is #Bitcoin: uncorrelated, inflation-proof, and built to outperform. https://t.co/mPRD1QkiBh
@BitcoinForCorps· 8 months agoFor 30 years, financial advisors have been stuck in the same rut: private equity, real estate, bonds—all fail to outpace monetary inflation. The solution is #Bitcoin: uncorrelated, inflation-proof, and built to outperform. https://t.co/mPRD1QkiBh
@nntaleb· 8 months agoPROBABILITY DU JOUR: independent vs uncorrelated. Expanding in Stat Cons of Fat Tails. For all subgaussian r.v. in the stable class, the difference lies in the uniqueness of the spectral measure. https://t.co/w2ei0hNkQE
@panamaXBT· 8 months agoRT @cointradernik: Looks like the liquidity correlation is breaking and we’re about to enter a period of uncorrelated price action 125k next🤞🏽 https://t.co/Kd0JMEmkUp
@cointradernik· 8 months agoLooks like the liquidity correlation is breaking and we’re about to enter a period of uncorrelated price action 125k next🤞🏽 https://t.co/Kd0JMEmkUp
@0xSynthesis1· 8 months agoraise announcements are indeed a fraction of their bubble highs, running at sub $700M this quarter so far biggest raises of the year: IVP - $1.6B Paradigm - $850M Uncorrelated Ventures - $315M https://t.co/KffPgV8HWO
@RaccoonHKG· 8 months agoRipple 中文社區在小紅書 Cardano 中文社區在 Youtube 所以不存在末日戰車一說 ETC, LTC, BCH, EOS, XLM 這些恐龍幣可以是末日戰車 受眾還是和老幣圈有重疊的 Ripple 可能還能用情懷吸血少量老錢 但 Cardano 持有人和老幣圈/新幣圈是沒有關係的 Uncorrelated 侏羅紀時代 $ADA 持有者在幣圈也是不待見的
@RayDalio· 9 months agoRemember that computers have no common sense. For example, a computer could easily misconstrue the fact that people wake up in the morning and then eat breakfast to indicate that waking up makes people hungry. I’d rather have fewer bets (ideally uncorrelated ones) in which I am highly confident than more bets I’m less confident in, and would consider it intolerable if I couldn’t argue the logic behind any of my decisions. #principleoftheday
@adam3us· 10 months agoRT @vcorem: https://t.co/5GCdai8Z3s > The document titled "Bitcoin: A Unique Diversifier" by BlackRock offers a detailed analysis of Bitcoin's role in modern portfolios, emphasizing its unique characteristics and potential benefits as an investment. Here’s a summary of the key points: 1. **Bitcoin's Journey and Appeal**: Over its 15-year history, Bitcoin has evolved from obscurity to become a globally held asset. BlackRock began offering Bitcoin investment options in 2022 after years of research. The company's focus is on educating clients about Bitcoin's unique nature, as its risk and return drivers differ from traditional assets. 2. **Unique Characteristics**: Bitcoin is considered decentralized, global, fixed in supply (capped at 21 million), and non-sovereign. These attributes make its long-term performance largely uncorrelated with traditional financial assets like equities and bonds. While short-term market behaviors may cause temporary correlations, over time, Bitcoin tends to move independently. 3. **Volatility and Risk**: Bitcoin is a highly volatile asset, prone to sharp price movements. Despite this, it has outperformed all major asset classes in seven of the past ten years, although it has also experienced significant drawdowns. This volatility is inherent to its emerging status and ongoing adoption. 4. **Diversification Benefits**: Bitcoin’s low correlation with other assets makes it a potentially useful diversifier in portfolios. Its distinct drivers, including global monetary stability, geopolitical events, and U.S. fiscal policies, could make it an attractive hedge against certain risks that affect traditional financial assets. 5. **Adoption Drivers**: Bitcoin’s adoption is driven by concerns about global financial instability, geopolitical risks, and U.S. political and fiscal stability. It is viewed by some as a "flight to safety" asset during times of global disruption, though it may initially react negatively to such events before rebounding. 6. **Investment Considerations**: While Bitcoin is still an emerging asset with various risks, including regulatory and ecosystem uncertainties, small allocations in a portfolio have shown to improve risk-adjusted returns (Sharpe ratio). However, larger allocations increase portfolio risk due to Bitcoin's high volatility. 7. **Conclusion**: Bitcoin stands as a unique diversifier with potential benefits in hedging against macroeconomic risks. While it still carries substantial risk and volatility, its long-term potential as a global monetary alternative makes it an asset worth considering for diversifying portfolios. The document also emphasizes the importance of approaching Bitcoin with a measured, research-driven strategy and recognizes the challenges inherent in investing in such a novel and volatile asset class.
@Poolz__· 10 months agoNayms Whitelist Now Live! All WL winners have been notified via their account dashboards. Check your allocation by connecting your wallet here: https://t.co/BvnaJhCHJ7 Please note: WL + FSFC must complete KYC to join our IDOs. Non-compliant users will be refunded before TGE Missing KYC Wallets: https://t.co/y0O4SeCKIK IDO Spotlight: 💡 613 WL Winners 💡 921 WL Requests 💡 Refund IDO Model @nayms is creating the most liquid digital (re)insurance market, enabling capital markets to invest in tokenized, real-world insurance programs. Capital markets in the digital asset space can now back this highly uncorrelated, diversified asset class and NAYM introduces a liquidity facility for the network. WL Sale Time: 10:00-22:00 UTC // 21.10.2024 FCFS Sale Time: 22:00-10:00 UTC // 21 - 22.10.2024 Contribution Link: https://t.co/UM8YY4YlJI
@Poolz__· 10 months agoNayms IDO is coming on 21st October! @nayms is creating the most liquid digital (re)insurance market, enabling capital markets to invest in tokenized, real-world insurance programs. Capital markets in the digital asset space can now back this highly uncorrelated, diversified asset class and NAYM introduces a liquidity facility for the network. Registration Link: https://t.co/UM8YY4YlJI 💡IDO on @base Network 💡Tokenized (re)insurance market 💡$NAYM Governance 💡Democratising Access to Insurance as an Asset Class 💡11-14% returns 💡Investors: @cbventures, and more Lock +250 $POOLX for guaranteed allocation
@CryptoMan_Ram· 10 months agoRT @chainyoda: Jokes aside, I think @multicoincap are unusually high conviction investors. Likeable and capable are uncorrelated characteristics in finance and L2 cap tables often suffer from investors that either collect advisories/rent from everyone or will not go out and fight for anyone
@Domahhhh· 10 months agoA long-winded and winding update on Fredi9999 -- the person or entity -- who is singlehandedly rocketing up the price of Trump on prediction markets around the world. Spoiler alert: I managed to make contact with him, I think, and he blocked me after a few minutes. Sensitive guy! We'll get back to that. I'll also explain that large bettors unloading millions on Republicans right before election day is nothing new under the sun. - BIG TRUMP PRICE MOVES - Trump has hit 60% to win, and 36% to win the popular vote. Both prices now have at least a 5% Fredi premium (maybe more like 8%? either way, just a guess). So betting on Trump will be ~5% more expensive, and betting on Kamala will be ~5% less expensive due to a single trader. Why is there a premium off a single trader? He's bet $25 million (and counting) -- all of it on Trump. He has dumped in a large portion of that in the past two weeks. And by wanting so much Trump in a short time span, he is skewing the supply/demand equation; there is nowhere near enough demand for that much Kamala at the current prices, so the price has to move a lot to accomodate the demand for Trump. And then the price moves on every market around the world as people arbitrage it. How'd I get to $25m? Because Fredi is not just loading up his account and making bets. Fredi9999 is, I believe, creating new Polymarket accounts so it doesn't look like a single trader. Fredi9999 the OG account, second account PrincessCaro, third account Michie, and the most recent account Theo. Mark-to-market, the accounts have $28m in positions from those $25m in bets. How are they connected? The accounts all receive very large deposits from Kraken (usually denominated as exactly $500k or $1m deposits), and immediately start betting on Trump everywhere (and only Trump, 0 interest in anything else on the site). Theo received a large deposit, and plowed it into Trump winning the popular vote, sending it from 26% to 39% in a few hours. I pinged @fozzydiablo about these four accounts, who posted his findings here, showing patterns that definitely imply the same user is controlling all 4 accounts: https://t.co/dSYfZgWefM One interesting note is none of the accounts appear to receive deposits on weekends, which would suggest that the person is not necessarily crypto native and is wiring the money to Kraken from a bank. Why they're doing it piecemeal is anybody's guess. - MONSIEUR WHALE? - As far as WHO is betting $25 million on Trump -- all of the accounts are names or nicknames with no apparent geographic connection. You could maybe see a German connection in the names, or maybe Swiss as a melting pot. But the real clues (or maybe misleading clues) came when Fredi and Michie both started commenting on the site, sometimes inexplicably silly comments that misunderstood basic statistical concepts or misspelled random words. Sometimes a lot of bravado about how confident they are that Trump will win and how badly the prices are wrong. Small sample of comments below -- one where he suggests you can arbitrage Pennsylvania & the general election. And one where he implies each state is an uncorrelated independent event. You can see the uncommon spacing around punctuation which strongly implies a French speaker. The French also use ellipses much more than other languages utilize them. Fredi uses a mix of British and American english in their comments, sometimes using the 'ou' in a word like favourite and sometimes dropping it. They called math "maths" which is the British version. All in all, AI thinks the writing/spelling/weird misspellings points to a Frenchman who has learned British English and spent time in America. Or maybe it's all a LARP and somebody is just having fun pretending with all of this, trying to seem unsophisticated on purpose. Maybe it's connected to Elon or some other huge GOP megadonor. I have no idea, and it's a bit of a game to figure out what is going on here. Maybe it's actually GCR despite GCR saying it's not him. GCR's guess is it is someone trying to send Bitcoin skyrocketing, which is as good an explanation as any (Bitcoin has skyrocketed along with Trump's odds). Why do I care about this? Good question! It's important to know who you're betting against. Is this a super smart trading firm and I should be scared? Is this an idiot betting on what he wants to happen and I should be happy? Is this just a lame attempt to give the impression that Trump is winning by a lot with 0 other motives? It's hard to figure out what is going on here. Almost always the answer in similar situations is not some big conspiracy, and it's actually pretty simple. So my best guess is it is a wildly risky-loving uber-wealthy Frenchman who is pretty damn sure that Trump is going to win. But this is also a situation without precedent. $25m all-in on Trump is a massive, massive bet. A little bit of obfuscation in the accounts is also in play. There's undoubtedly some interesting story underlying all of this. -FIRST CONTACT & J'ACCUSE! - I responded to a Michie comment on the site and asked to talk with him. After a few days, he acquiesced and created a brand new Discord account to talk with me. He joined the Polymarket discord and gave his biography for unclear reasons in a channel that no one uses. I DMed him and some small talk ensued, initially about Trump, and he very quickly got annoyed that I thought Trump could win the popular vote and still lose (it's very unlikely, but not that far-fetched, and what I would consider by far the funniest outcome possible). He accused me of insulting his intelligence, etc. etc. Arrogant for no reason in particular. So I just decided to ask him directly about the account connections. Not received well! And his whole vibe was standoffish and rude, and I also called him out on it -- in what I thought was a very tame and teasing manner. Apparently not, because it quickly went to 100. J'accuse! A racist in our midst! I've been found out. He then deleted his Discord account that he had created hours earlier. Pretty short temper for a guy with $25m on the line lol. (Side note, I've been to France a few times and it's always been very pleasant, so I don't actually think French people are rude. Maybe he is from French-speaking Montreal, though, a city brimming with impossibly rude people). Anyway, to cap off this bizarre encounter, ChatGPT definitely thinks this person is French now, because of his use of "And so ?" in the conversation which would correlate to "Et alors ?" a common phrase in French. It also took the ""What this tweet shouldl make me feel ?" as a bungled way of saying "Que devrais-je ressentir ?" Whoever or whatever Fredi is, maybe a Frenchman betting a boatload or a Frenchman as the point man of some scheme, Fredi clearly wants it all to remain a mystery and doesn't have any patience for someone with an alternate view. - CONSERVATIVES LOVE INACCURATE PREDICTION MARKETS - Conservatives have a storied and varied relationship with prediction markets. They are enamored and obsessed with the lore that nobody predicted Trump or Brexit, and the polls were all wrong (and they're right). This has become their raison d'etre in betting, and the events around which all bets on politics now rotate -- polls are cited when they agree, and polls are declared always wrong then they disagree. This interesting strategy of 'I can't be wrong' has had mixed results and some colossal embarrassments (like the 2022 "Red Wave" that never materialized and was very profitable to bet against). I find that left-leaning folks are more analytical in their betting, and tend to worry that they're going to lose on a near constant basis. But to the point here -- one single bettor ramming through huge bets to prop up a Republican presidential candidate has occurred twice before, back in the olden days. I remember in 2008, I would stay up at all hours with one eye on Call of Duty and the other eye on the order book waiting for a single bettor to show up. In an instant, bids would come barreling in on McCain and push his price up massively. It was a feeding frenzy to see who could match him first, before he disappeared again. A brand-new-on-the-scene Nate Silver was noticing it and writing about it, and Paul Krugman wrote about it as well. The bettor probably flushed around $1m in bets down the drain on McCain: https://t.co/9IApRSBUfy And then again in 2012, there was a gigantic bettor buying Romney up that @rajivatbarnard wrote about. This time $4 million: https://t.co/dtpWKQhzwW Both times those people got BTFO. And if the point was to prop up the candidates, I don't think the price movements mattered a single iota to a single vote. This doesn't mean that the $25m man Fredi will get BTFO, only that one person barreling in with huge bets pushing the odds around doesn't necessarily equate with specialized knowledge. It could just be a fool. The odds are not reality, and the odds are probably not efficient. The odds will be wrong in predictable ways, but for most people including probably myself, the predictable way won't be apparent until the dust has settled. And then with the benefit of hindsight, it'll be forever obvious that of course [insert winner] was the smart bet because [insert reason]. Maybe Fredi has the answer already. - FIN - P.S. If you have any tips on who Fredi is, feel free to let me know!
@scottmelker· 10 months agoThe FED, Covid, Chinese stimulus, elections… every single narrative we have discussed for years… All irrelevant. The halving cycle has done exactly what it should so far. The rest has been noise for bitcoin, the world’s last free market, uncorrelated asset.
@chainyoda· 10 months agoJokes aside, I think @multicoincap are unusually high conviction investors. Likeable and capable are uncorrelated characteristics in finance and L2 cap tables often suffer from investors that either collect advisories/rent from everyone or will not go out and fight for anyone
@DefiSquared· 10 months agoA question I’ve been asked a lot lately: Are memecoins here to stay as the dominant mindshare of the market? I've put together some thoughts on the topic and history on how we got here. To start, I believe the following are the primary factors driving memecoin dominance: 1. Low amount of new innovation in the space despite consistent demand for new tokens (has crypto reached the limits of what it can do without introducing elements of centralization?) 2. Intentional removal of token utility means no limit to calculated valuations 3. Retail desire to put power back in their own hands 4. High user signup conversion on memecoin listings incentivizes exchanges to list many low quality tokens To understand how long these factors are likely to last, let's dive into each of them with a bit of historical context. Starting with some history on innovation in the space, we see an interesting progression of technical refinement which to some extent can be simplified to: 2016: Basic smart contract functionality; Eg., The DAO, Etherdelta 2017: Crypto For Everything. Eg., Tokens for dentists, tokens for taxis, etc. 2021: Crypto For Finance + NFTs. Eg., Lending, AMMs, DeFi, collectibles 2023: Infra. Eg., L1s, cheaper / faster txns, etc. 2024: Memes At first this might all seem uncorrelated, but there’s actually a very clear progression of reduction in scope here. Over these years, the tech starts as a wild west where the possibilities are seen as endless, and with each cycle hones in on more and more specific utility, until it reaches a perceived limit of what can be done purely within the scope of a decentralized network without using non-decentralized elements. After this limit is somewhat reached in the 2021 cycle, we see a significant slowdown in interesting new dApps produced, and the market then begins focusing on improving the infrastructure instead. While infrastructure improvement can continue across many cycles, retail mindshare has a shorter attention span, and with no other innovation to be found it eventually defaults to memes. It's worth noting of course, that memes have always had significant attention; Doge for example, peaked at $80B market cap in 2021. The distinction though is of memes being the foremost trend focus. This brings us to the second factor behind memecoin mindshare: theoretical valuations. It’s been a long running joke that the most valuable projects should never ship a real product, because then their valuation becomes immediately quantifiable. Except unfortunately, this isn’t even really a joke. DeFi in 2024 is a prime example of this: in an efficient market, investors will take less than 5 minutes to look at a project’s baseline, slap a 20x P/E on it, and decide it shouldn’t be worth a penny more. This is by far the largest reason that DeFi struggles to have a bull market again in the current cycle. In 2021 we saw some projects cleverly design their tokenomics to be so complicated that few could tell what the real revenue actually was or whether the project was sustainable. This arguably led to some of the best ponzis of the cycle, but ultimately crashed hard enough that market appetite for opaque tokenomics hasn’t returned. So of course, for meme coins the solution is simple- throw utility out the window altogether, and the project is no longer quantifiable. Brilliant! Amusingly, memecoins this cycle that have attempted to add utility have often hurt their valuations by doing so. The most straight-forward reason for memecoins dominating this cycle is of course the desire of retail investors to bring power back from VCs and institutions to the hands of the little guys. The reality of course, is that it’s only a slight shift in where the bulk of the profits end up going, and unfortunately it’s still not to retail. Instead, it’s a shift from VCs to “sharks” in the space. In essence, lean teams of incredibly efficient participants that understand how to corner the supply of a token, market it as organic, and repeat over and over. There are so many examples of this that I’m not even going to call out specific names. A key component that makes this playbook so viable is that the market has unfortunately decided that market cap is a signal of legitimacy, which incentivizes cornering the supply of tokens to artificially prop valuations. Of course, the market goes back and forth in fighting this battle; solutions like Pump Fun were created to mitigate the ability to opaquely corner supply, which has led in turn to more sophisticated sniping and accumulation techniques being created, and the battle carries on. But ultimately, memecoins do end up putting a vast majority of profits in the hands of organized groups, while teasing the rare organic lottery wins to the average retail to keep the game appealing. And finally, a discussion on exchange listings. I’m surprised I don’t see this talked about more, but exchanges are massively propelling the current memecoin craze due to the incentive structure they have in listing. In particular, listing teams want to list coins that will drive maximum user onboarding- ie., how many users will sign up and make their first deposit to the exchange as a result of a particular listing. Coins with wide distribution in new ecosystems do particularly well with this; for example, clicker games on TON were quoted to be bringing in several million new users per listing (a shockingly high number) in an in interview with Bybit’s CEO: Popular memecoins tend to get wide distribution in small quantities since they’re easy to understand by casual retail; this results in high user signup /deposit conversion. But the incentives here are misaligned. For the listing teams it looks good- the numbers are high and it hits their OKR for a satisfactory performance review. But the reality is that many of these are low quality signups, and it often incentivizes listing low quality tokens to hit these numbers. Ultimately, it is very likely leading to a longterm degradation of listing quality and innovation in the space. I have some other thoughts on listing processes in general, but I’ll leave that for another post. So with a better understanding of what brought us to this point, do I think the memecoin mindshare lasts? For at least the medium term, yes. For memes to lose mindshare, we need to see an innovative new narrative that is truly crypto native (ie., not a centralized hybrid tech) with decent ponzinomics. And the unfortunate reality is that this is much harder to achieve now than it used to be. AI is the closest thing to this right now, but in most cases runs into the question of “why do we even need crypto for this?”. As mentioned in a previous post, I see there being a couple interesting bluechip exceptions to this. There are also a few DeFi projects in the pipeline that I consider to be interesting + innovative, and I have hopes could be the beginnings of a newer narrative down the line. Cheers
@evan_van_ness· 10 months agoRT @ryskfinance: The crypto market is down 5% in the last 24h 📉 When the market lifts all boats, correlated assets may seem like a good idea. But when everything is red, it's time to look for an alternative. It's time for uncorrelated returns. Think bigger, think Rysk v2 ✌️2️⃣ https://t.co/wtUt3miMye
@ryskfinance· 11 months agoThe crypto market is down 5% in the last 24h 📉 When the market lifts all boats, correlated assets may seem like a good idea. But when everything is red, it's time to look for an alternative. It's time for uncorrelated returns. Think bigger, think Rysk v2 ✌️2️⃣ https://t.co/wtUt3miMye
@GnosisDAO· 11 months agoRT @centrifuge: The latest DAO to allocate to RWAs: @GnosisDAO $3M in @anemoycapital Tokenized Treasuries through Centrifuge Prime. This is a key step in growing the GnosisDAO treasury through RWA yields. Why Centrifuge: • Diversified yield sources uncorrelated to crypto volatility • Resilient and compliant legal infrastructure • Transparent onchain reporting for DAO members • Access to institutional-grade assets and managers Read more: https://t.co/8d8vEguQ3Z
@centrifuge· 11 months agoThe latest DAO to allocate to RWAs: @GnosisDAO $3M in @anemoycapital Tokenized Treasuries through Centrifuge Prime. This is a key step in growing the GnosisDAO treasury through RWA yields. Why Centrifuge: • Diversified yield sources uncorrelated to crypto volatility • Resilient and compliant legal infrastructure • Transparent onchain reporting for DAO members • Access to institutional-grade assets and managers Read more: https://t.co/8d8vEguQ3Z
@GearboxProtocol· 11 months ago"Verify, don't trust" is a core guiding principle of DeFi. And to make risk verification transparent and simple, we partnered with @intotheblock to create an institutional-grade risk radar for Gearbox. 🛡️ The risk radar enables users to access 18 key risk metrics that cover everything from overall protocol risk analysis to pool-wise metrics: https://t.co/aTEq6z2fAq. You can find the below information on the dashboard: ⛑️ Leverage and Health The Health Factor (HF) measures how close a borrower is to liquidation. If the HF falls below 1, borrowers risk liquidation. The majority of leverage positions on Gearbox are created through correlated debt, i.e., borrowing ETH for LRTs or stables for sUSDe, etc. While this mechanism significantly mutes volatility, it is still important to know the leverage in the system and the users' HF. This parameter allows you to find the HF distribution of correlated and uncorrelated borrows. 📊 Liquidation Data HF provides a broader overview of borrowers at risk of liquidation. Looking at granular data, though, paints a clearer picture. ITB's High Risk Loans indicator helps monitor the exact value within a 1% and 5% range of liquidation. Liquidations are natural for a lending protocol. @chaos_labs have designed the parameters to ensure liquidations happen safely on Gearbox. But for the mechanism to work, it is crucial to have timely liquidations. This can be monitored through the "Open liquidations" metric. (All safe; Gearbox has been live for 2.5+ years and has never faced bad debt.) 🔎 Pool Specific Data While the above data denotes the metrics for the entire protocol, lenders can access metrics for specific pools by filtering for the pool on top dashboard. Lenders can find • What strategies are their assets being borrowed for • Associated leverage and health data • Liquidation Modeling for the related borrows This enables lenders to proactively verify the risks associated with supplying passively. Have any questions or want to learn more in depth about risk management? Join us in our spaces today with @KelpDAO and IntoTheBlock: https://t.co/iaYzlavsQe ⚙️🧰
@CobakOfficial· 11 months agoBitcoin Spot ETF Approval: A 2024 Crypto Milestone One of the biggest issues in the cryptocurrency industry in 2024 is the approval of Bitcoin spot ETFs. This event pushed Bitcoin's price beyond $60,000 and marked a significant step toward institutional adoption in traditional finance. The Approval Process The journey toward the approval of Bitcoin spot ETFs in the U.S. involved intense scrutiny from the SEC, including regulations, lawsuits, and delays. Despite these challenges, major asset managers like BlackRock and Fidelity persisted in their efforts to launch Bitcoin spot ETFs, recognizing Bitcoin as a distinct asset class. Bitcoin as a Safe-Haven and Alternative Asset Robbie Mitchnick, Head of Digital Assets at BlackRock, compared Bitcoin to gold and government bonds, arguing that it acts as a safe-haven asset in times of economic uncertainty. While Bitcoin is sometimes treated as a risk asset like stocks, its uncorrelated nature gives it a unique position in the market. Bitcoin’s decentralized and borderless characteristics make it resistant to specific national policies, enhancing its appeal during periods of global instability. BlackRock's Bitcoin Holdings BlackRock's launch of a Bitcoin spot ETF, backed by approximately $23 billion in Bitcoin assets, exemplifies the growing recognition of Bitcoin as a hedge against risk. This move demonstrates how asset managers are developing strategies based on Bitcoin’s unique qualities. Conclusion While Bitcoin’s role as a risk-hedging asset is still debated, its place in capital markets is becoming clearer. As financial authorities and market players observe its evolution, Bitcoin’s function as a safe-haven asset will continue to be a focal point in discussions about its future. Journal Link🔍 https://t.co/E9K7f95405 #Bitcoin #ETF #Cryptocurrency #Finance #BlackRock #Fidelity #BTC
@Obol_Collective· 11 months agoRT @stakesaurus: A summary of my fireside chat with @VitalikButerin at the Home Staking Summit in Singapore last week if you weren't able to attend. *Disclaimer: This also includes some of my prior understanding and interpretation. Part 1 of 3: The importance of solo stakers Solo stakers serve as both the first and last line of defence for the Ethereum network. First line = Providing censorship resistance. Last line = Quorum-blocking set by preventing 67% finalisation of the wrong chain As a censorship resistant set, solo stakers are typically uncorrelated and unaligned with any organisations, making them a difficult target for regulatory capture or coercion. What this means is that, certain organisations can try to impose censorship on Ethereum but will likely only go as far as delaying these transactions. Full censorship will be extremely difficult because solo stakers exist on Ethereum (amongst other mechanisms). IMO this is a huge part on why ETH is the credibly neutral block space that serious money wants to settle on!😎 As a quorum-blocking set: Ethereum's social layer can organise a recovery from a 51% capture where the chain splits in 2 but finalising the wrong thing (i.e., 67% capture) will be very bad as the blockchain's past & future can be changed without direct slashing risks. One way to prevent finalisation capture is to increase the quorum threshold - e.g., from 67% to 75% or even 85%. At 85%, current numbers of identified solo stakers + unidentified stakers from @hildobby_ 's dashboard will be sufficient. But on the other hand, will this decrease the cost of attack to prevent finalisation? - e.g., from >33% to just >15% of staked ETH? Not necessarily, as there are cheaper backdoor ways to mount this attack even today. Eg. Bribing core devs or key employees of large node operators, or even outrightly buying out the large node operators Hence, the 33% of staked ETH here represents the highest cost of attack to hold the chain hostage. If so, then we are currently overpaying to prevent >33% front door attack today, which means there is room to decrease the budget in favour of better security against ">66%" attacks. The analogy Vitalik uses is that if we imagine a house with 10cm thick bulletproof glass as windows but has a crappy wooden door, then we should reallocate resources to strengthening the weakest link. The other more ambitious but realistic method is to increase the number of solo stakers such that we become the quorum-blocking set of the current finalisation threshold. How do we achieve this? Stay tuned for Parts 2 and 3 for my discussion with Vitalik on Orbit SSF and Rainbow Staking!
@LidoFinance· 11 months agoRT @stakesaurus: A summary of my fireside chat with @VitalikButerin at the Home Staking Summit in Singapore last week if you weren't able to attend. *Disclaimer: This also includes some of my prior understanding and interpretation. Part 1 of 3: The importance of solo stakers Solo stakers serve as both the first and last line of defence for the Ethereum network. First line = Providing censorship resistance. Last line = Quorum-blocking set by preventing 67% finalisation of the wrong chain As a censorship resistant set, solo stakers are typically uncorrelated and unaligned with any organisations, making them a difficult target for regulatory capture or coercion. What this means is that, certain organisations can try to impose censorship on Ethereum but will likely only go as far as delaying these transactions. Full censorship will be extremely difficult because solo stakers exist on Ethereum (amongst other mechanisms). IMO this is a huge part on why ETH is the credibly neutral block space that serious money wants to settle on!😎 As a quorum-blocking set: Ethereum's social layer can organise a recovery from a 51% capture where the chain splits in 2 but finalising the wrong thing (i.e., 67% capture) will be very bad as the blockchain's past & future can be changed without direct slashing risks. One way to prevent finalisation capture is to increase the quorum threshold - e.g., from 67% to 75% or even 85%. At 85%, current numbers of identified solo stakers + unidentified stakers from @hildobby_ 's dashboard will be sufficient. But on the other hand, will this decrease the cost of attack to prevent finalisation? - e.g., from >33% to just >15% of staked ETH? Not necessarily, as there are cheaper backdoor ways to mount this attack even today. Eg. Bribing core devs or key employees of large node operators, or even outrightly buying out the large node operators Hence, the 33% of staked ETH here represents the highest cost of attack to hold the chain hostage. If so, then we are currently overpaying to prevent >33% front door attack today, which means there is room to decrease the budget in favour of better security against ">66%" attacks. The analogy Vitalik uses is that if we imagine a house with 10cm thick bulletproof glass as windows but has a crappy wooden door, then we should reallocate resources to strengthening the weakest link. The other more ambitious but realistic method is to increase the number of solo stakers such that we become the quorum-blocking set of the current finalisation threshold. How do we achieve this? Stay tuned for Parts 2 and 3 for my discussion with Vitalik on Orbit SSF and Rainbow Staking!
@stakesaurus· 11 months agoA summary of my fireside chat with @VitalikButerin at the Home Staking Summit in Singapore last week if you weren't able to attend. *Disclaimer: This also includes some of my prior understanding and interpretation. Part 1 of 3: The importance of solo stakers Solo stakers serve as both the first and last line of defence for the Ethereum network. First line = Providing censorship resistance. Last line = Quorum-blocking set by preventing 67% finalisation of the wrong chain As a censorship resistant set, solo stakers are typically uncorrelated and unaligned with any organisations, making them a difficult target for regulatory capture or coercion. What this means is that, certain organisations can try to impose censorship on Ethereum but will likely only go as far as delaying these transactions. Full censorship will be extremely difficult because solo stakers exist on Ethereum (amongst other mechanisms). IMO this is a huge part on why ETH is the credibly neutral block space that serious money wants to settle on!😎 As a quorum-blocking set: Ethereum's social layer can organise a recovery from a 51% capture where the chain splits in 2 but finalising the wrong thing (i.e., 67% capture) will be very bad as the blockchain's past & future can be changed without direct slashing risks. One way to prevent finalisation capture is to increase the quorum threshold - e.g., from 67% to 75% or even 85%. At 85%, current numbers of identified solo stakers + unidentified stakers from @hildobby_ 's dashboard will be sufficient. But on the other hand, will this decrease the cost of attack to prevent finalisation? - e.g., from >33% to just >15% of staked ETH? Not necessarily, as there are cheaper backdoor ways to mount this attack even today. Eg. Bribing core devs or key employees of large node operators, or even outrightly buying out the large node operators Hence, the 33% of staked ETH here represents the highest cost of attack to hold the chain hostage. If so, then we are currently overpaying to prevent >33% front door attack today, which means there is room to decrease the budget in favour of better security against ">66%" attacks. The analogy Vitalik uses is that if we imagine a house with 10cm thick bulletproof glass as windows but has a crappy wooden door, then we should reallocate resources to strengthening the weakest link. The other more ambitious but realistic method is to increase the number of solo stakers such that we become the quorum-blocking set of the current finalisation threshold. How do we achieve this? Stay tuned for Parts 2 and 3 for my discussion with Vitalik on Orbit SSF and Rainbow Staking!
@evan_van_ness· 11 months agoUncorrelated returns 🎯 Rysk v2 💪
@WuBlockchain· 11 months agoLarry Fink, founder of BlackRock Group, said in an interview with CNBC: I believe Bitcoin is a legitimate financial instrument that allows you to have uncorrelated type of returns, I believe that it is an instrument that you invest in when you're more frightened of. I'm a major believer that there is a role for Bitcoin in portfolios. https://t.co/zjqOkSh8LK
@Cointelegraph· 11 months ago🇺🇸 FINK: "I believe #Bitcoin is a legitimate financial instrument that allows you to have uncorrelated type of returns, I believe that it is an instrument that you invest in when you're more frightened of. I'm a major believer that there is a role for Bitcoin in portfolios." https://t.co/HKtUEnxgsn
@evan_van_ness· 11 months agoRT @ryskfinance: Uncorrelated Returns 📉📈 That's been the goal for Rysk since the beginning: to allow everyone to access superior yields that don’t move with the market. Rysk v2 realizes that vision by combining: 🤓 Advanced MM strategies 🤖 Efficient orderbook DEXs 🧘 Passive user liquidity https://t.co/by4asa2vBg
@RyanSAdams· 11 months agoIs Bitcoin a risk-on or a risk-off asset? The answer according to BlackRock is...Yes. BlackRock just put out the Bitcoin report Robbie Mitchnick mentioned in our recent @BanklessHQ episode. tldr; Bitcoin is an uncorrelated asset that does well when there's money printing. https://t.co/sHNhVDOMJH
@vcorem· 11 months agohttps://t.co/5GCdai8Z3s > The document titled "Bitcoin: A Unique Diversifier" by BlackRock offers a detailed analysis of Bitcoin's role in modern portfolios, emphasizing its unique characteristics and potential benefits as an investment. Here’s a summary of the key points: 1. **Bitcoin's Journey and Appeal**: Over its 15-year history, Bitcoin has evolved from obscurity to become a globally held asset. BlackRock began offering Bitcoin investment options in 2022 after years of research. The company's focus is on educating clients about Bitcoin's unique nature, as its risk and return drivers differ from traditional assets. 2. **Unique Characteristics**: Bitcoin is considered decentralized, global, fixed in supply (capped at 21 million), and non-sovereign. These attributes make its long-term performance largely uncorrelated with traditional financial assets like equities and bonds. While short-term market behaviors may cause temporary correlations, over time, Bitcoin tends to move independently. 3. **Volatility and Risk**: Bitcoin is a highly volatile asset, prone to sharp price movements. Despite this, it has outperformed all major asset classes in seven of the past ten years, although it has also experienced significant drawdowns. This volatility is inherent to its emerging status and ongoing adoption. 4. **Diversification Benefits**: Bitcoin’s low correlation with other assets makes it a potentially useful diversifier in portfolios. Its distinct drivers, including global monetary stability, geopolitical events, and U.S. fiscal policies, could make it an attractive hedge against certain risks that affect traditional financial assets. 5. **Adoption Drivers**: Bitcoin’s adoption is driven by concerns about global financial instability, geopolitical risks, and U.S. political and fiscal stability. It is viewed by some as a "flight to safety" asset during times of global disruption, though it may initially react negatively to such events before rebounding. 6. **Investment Considerations**: While Bitcoin is still an emerging asset with various risks, including regulatory and ecosystem uncertainties, small allocations in a portfolio have shown to improve risk-adjusted returns (Sharpe ratio). However, larger allocations increase portfolio risk due to Bitcoin's high volatility. 7. **Conclusion**: Bitcoin stands as a unique diversifier with potential benefits in hedging against macroeconomic risks. While it still carries substantial risk and volatility, its long-term potential as a global monetary alternative makes it an asset worth considering for diversifying portfolios. The document also emphasizes the importance of approaching Bitcoin with a measured, research-driven strategy and recognizes the challenges inherent in investing in such a novel and volatile asset class.
@Securitize· 11 months ago3️⃣ Insurance Insurance offers stability, even when rates fall. Insurers’ bond portfolios increase in value, and the steady, uncorrelated returns make insurance a compelling choice for investors in a low-rate economy. It’s a long-term play with minimal ties to market fluctuations.
@ryskfinance· 11 months agoUncorrelated Returns 📉📈 That's been the goal for Rysk since the beginning: to allow everyone to access superior yields that don’t move with the market. Rysk v2 realizes that vision by combining: 🤓 Advanced MM strategies 🤖 Efficient orderbook DEXs 🧘 Passive user liquidity https://t.co/by4asa2vBg
@evan_van_ness· 11 months agoRT @DanDeFiEd: With @ryskfinance we learnt how critical market making liquidity is to scale DeFi. Rysk v2 is changing the approach by creating decentralized, risk-managed MM credit vault for uncorrelated returns. You say DeFi is dead, we say lets make DeFi great again! Read more about Rysk v2 👉 https://t.co/HOPcykICqk 🤌 Rysk v2 is already live on a private testnet and will soon be opening deposits on @arbitrum ! I know you love Rysk merch so here is an exclusive Rysk Pizza Box with a special surprise inside for the first depositors! Fill out the form below to be notified and secure your spot to claim your Rysk Pizza Box -> https://t.co/mhpkjSKu4U
@DanDeFiEd· 11 months agoWith @ryskfinance we learnt how critical market making liquidity is to scale DeFi. Rysk v2 is changing the approach by creating decentralized, risk-managed MM credit vault for uncorrelated returns. You say DeFi is dead, we say lets make DeFi great again! Read more about Rysk v2 👉 https://t.co/HOPcykICqk 🤌 Rysk v2 is already live on a private testnet and will soon be opening deposits on @arbitrum ! I know you love Rysk merch so here is an exclusive Rysk Pizza Box with a special surprise inside for the first depositors! Fill out the form below to be notified and secure your spot to claim your Rysk Pizza Box -> https://t.co/mhpkjSKu4U
@TraderKoz· 12 months agoCorrelated with stocks on the way down Uncorrelated on the way up Very cool assets we are trading here
@PropChainGlobal· 12 months agoRT @propchainmaster: A summary of the week: 1/ This week, we've been working tirelessly on both the front and back end of our real estate operations. We're excited to share that the updated @PropGlobal platform is nearly ready for deployment! Here's a rundown of our progress: 2/ Five Luxe Portfolio: We've made significant strides with our 4 apartment listings in the Five Luxe building. We've successfully closed over $4M in funding, with approximately $1M remaining on the listing. This listing is set to generate close to $100K in protocol revenue, which will be funneled back into the Propchain Foundation treasury through our soon-to-be-deployed open market token aggregator. 3/ Jumeirah Islands: We've also made significant progress on the Jumeirah Islands redevelopment listing, securing over $4.6M in funding with just $1.4M left to raise. This listing will generate over $120K in direct protocol revenue destined for the foundation's treasury. A strong proof of concept for our redevelopment strategy! 4/ New Developments: We've secured $8M out of the $13M needed for our brand-new development listing of a mansion in the heart of Dubai. Furthermore, all feasibility studies for the next redevelopment proposition are finalized, with exciting details to be shared soon (another masterpiece being added). Additionally, European listings, including two redevelopment projects in the Netherlands, are coming to the platform to strengthen our international propositions and tangibility further—stay tuned! 5/ We've also completed the summarization of all past propositions, with data now reflected on the platform. This offers new investors clear case studies to build confidence in our strategies and processes. In-depth updates on our real estate operations will follow after the front-end deployment. Our expanded media team is gearing up to bring you into the heart of the business. 6/ On-Chain Deployment: With our data finalized, the next step is deploying all propositions on-chain. This will enable data monitoring outlets like @DefiLlama to reflect our on-chain volume, positioning us as a leading tokenization protocol in the RWA Real Estate sector. We're currently ranked #2 in TVL, with the #1 spot within reach. Our native utility token, $PROPC, will soon be integrated, setting us apart as one of the few RWA protocols with actual utility and a revenue-generating business model for its treasury. 7/ Propchain DAO Update: In DAO news, our community recently voted on a proposal to introduce a significant deflationary tokenomics model. With over 90% of the votes in favor, the detailed proposal will now move to the official DAO on Snapshot for public voting. We look forward to seeing how the community shapes the future of $PROPC! 8/ With all fundamental efforts completed, the following steps are obvious. Years of operational preparation finally come to fruition, replacing a long building period with minor utility for a major deflationary economy with true utility, uncorrelated to the market's sentiment and driven by one of the most trusted asset classes globally: (digital) real estate! We're incredibly proud of our progress this week and can't wait to share more updates soon. We thank you for your continued support—big strides are on the horizon, step by step. #RWA #PropTech #DAO
@propchainmaster· 12 months agoA summary of the week: 1/ This week, we've been working tirelessly on both the front and back end of our real estate operations. We're excited to share that the updated @PropGlobal platform is nearly ready for deployment! Here's a rundown of our progress: 2/ Five Luxe Portfolio: We've made significant strides with our 4 apartment listings in the Five Luxe building. We've successfully closed over $4M in funding, with approximately $1M remaining on the listing. This listing is set to generate close to $100K in protocol revenue, which will be funneled back into the Propchain Foundation treasury through our soon-to-be-deployed open market token aggregator. 3/ Jumeirah Islands: We've also made significant progress on the Jumeirah Islands redevelopment listing, securing over $4.6M in funding with just $1.4M left to raise. This listing will generate over $120K in direct protocol revenue destined for the foundation's treasury. A strong proof of concept for our redevelopment strategy! 4/ New Developments: We've secured $8M out of the $13M needed for our brand-new development listing of a mansion in the heart of Dubai. Furthermore, all feasibility studies for the next redevelopment proposition are finalized, with exciting details to be shared soon (another masterpiece being added). Additionally, European listings, including two redevelopment projects in the Netherlands, are coming to the platform to strengthen our international propositions and tangibility further—stay tuned! 5/ We've also completed the summarization of all past propositions, with data now reflected on the platform. This offers new investors clear case studies to build confidence in our strategies and processes. In-depth updates on our real estate operations will follow after the front-end deployment. Our expanded media team is gearing up to bring you into the heart of the business. 6/ On-Chain Deployment: With our data finalized, the next step is deploying all propositions on-chain. This will enable data monitoring outlets like @DefiLlama to reflect our on-chain volume, positioning us as a leading tokenization protocol in the RWA Real Estate sector. We're currently ranked #2 in TVL, with the #1 spot within reach. Our native utility token, $PROPC, will soon be integrated, setting us apart as one of the few RWA protocols with actual utility and a revenue-generating business model for its treasury. 7/ Propchain DAO Update: In DAO news, our community recently voted on a proposal to introduce a significant deflationary tokenomics model. With over 90% of the votes in favor, the detailed proposal will now move to the official DAO on Snapshot for public voting. We look forward to seeing how the community shapes the future of $PROPC! 8/ With all fundamental efforts completed, the following steps are obvious. Years of operational preparation finally come to fruition, replacing a long building period with minor utility for a major deflationary economy with true utility, uncorrelated to the market's sentiment and driven by one of the most trusted asset classes globally: (digital) real estate! We're incredibly proud of our progress this week and can't wait to share more updates soon. We thank you for your continued support—big strides are on the horizon, step by step. #RWA #PropTech #DAO
@sygnumofficial· about 1 year agoThe crypto market saw 20-30 percent swings this summer due to unexpected large supply and changing US political attitudes to #crypto. The market was already falling before the risk asset selloff on poor US economic data and a Bank of Japan policy change. Katalin Tischhauser, Sygnum’s Head of Investment Research, said in yesterday’s Sygnum research livestream: “While the direction of the move in the crypto market can be explained, the magnitude of the move was surprising as it happened in the face of improving crypto fundamentals.” After the S&P 500’s 60 percent gain over two years, a single-digit correction is minor. However, the massive VIX spike reveals the market’s nervousness. The long-term unsustainability of growth funded by unpayable levels of ever-growing debt is a fragile foundation while the global geopolitical situation and concerns about overinvestment in AI without a reasonable path to monetisation create further risks. For now, the Fed seems in control, with solid Q2 earnings and improved job and recent better economic data negating the earlier bearish indicators. The Bank of Japan also signalled a pause in rate hikes, while a September US rate cut is now seen as certain. The Treasury also doubled its buyback programme recently. “This is a benign backdrop to global markets but there remains an underlying fragility and nervousness. The likeliest factors to puncture the calm are a wider war in the Middle East or a definite change in the AI narrative, moving from hype to disenchantment.” Katalin Tischhauser says. For now, the oil price suggests the markets don’t expect a very negative outcome in the Middle East while key opinion leaders remain divided on the outlook for AI with extremely bearish comments from some leading banks but a “buy the AI dip” message from others. ✅ What to expect next? The strong reaction in the crypto market to macro events – especially some with only a very tenuous connection to crypto such as the yen carry trade – suggests that after the crypto market being almost entirely uncorrelated to risk assets over the summer, the correlation can increase on large negative market moves. “However, the bullish foundations are still in place in the crypto market, and there is a possibility that correlation with risk assets may be lower going forward as a lot of the new investors who entered the crypto market recently through the Bitcoin ETFs bought into the premise of Bitcoin being digital gold. The holders of #Bitcoin ETFs were not selling during the recent market turmoil – this could be a sign that in future Bitcoin might behave more like gold and less like risk assets.” Katalin Tischhauser says. 🎬 Watch yesterday’s Sygnum research livestream “Can crypto decouple from global market turmoil?” with Katalin Tischhauser here: https://t.co/PUFeMKB8zx Disclaimer: https://t.co/yZRKp8JvkP
@metastreetxyz· about 1 year agoRT @_ConorMoore: 20% yield on stables uncorrelated to crypto non-inflationary are digital pawnshops money printers? @metastreetxyz @watchesio https://t.co/ilgqHmUPor
@_ConorMoore· about 1 year ago20% yield on stables uncorrelated to crypto non-inflationary are digital pawnshops money printers? @metastreetxyz @watchesio https://t.co/ilgqHmUPor
@volmexfinance· about 1 year agoRT @igoryuzo: S&P500 Volatility: VIX 25.33 🔼 +36.33% Bitcoin Volatility: BVIV 52.03 🔽 -0.24% Bitcoin's uncorrelated narrative is alive and well. Crypto is risk-on when markets are going up. Crypto is a hedge when markets are going down. What a beautiful asset.
@igoryuzo· about 1 year agoS&P500 Volatility: VIX 25.33 🔼 +36.33% Bitcoin Volatility: BVIV 52.03 🔽 -0.24% Bitcoin's uncorrelated narrative is alive and well. Crypto is risk-on when markets are going up. Crypto is a hedge when markets are going down. What a beautiful asset.