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raquo
@raquo.eth
If I wanted to bet big that @jessepollak’s projects are going to be huge (usdc for consumers, base in general), what do I do? Buy $coin? Anything less tradfi?
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carter
@carter
been wondering the same thing, but have no solid ideas yet usdc/coinbase succeeding: - $coin seems most straightforward, but low leverage. possibly long term calls if its in the time frame, but will the market price it appropriately? - if calls are in, possibly puts on a competitor that it would disrupt base succeeding: - likely translates to more knowledge/interest in eth - if L2s are roughly winner-take-all liquidity-wise then possibly strong projects or memecoins get the halo effect
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carter
@carter
@bchow maybe you have an idea here?
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bchow
@bchow
@raquo.eth I have only TradFi ideas and not financial advice, but... - Spreads of very OTM long-dated $COIN calls and less OTM long-dated BTC/ETH puts should help isolate the alpha of $COIN over the rest of the crypto market w/o being negatively exposed to crypto macro - Puts on traditional payment processors - I don't like going short non-USD currencies because it feels icky, but puts on non-USD currencies via currency ETF's. Unless you think USDC will be replicated for all other sovereign currencies
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