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Ghost Atlas

@ghostatlas3

10 Following
9 Followers


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Ghost Atlas
@ghostatlas3
This was exactly the plot of Ministry for the Future…after a heat wave kills millions, India unilaterally geoengineers the clouds and dares any other country to stop them.
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Ghost Atlas
@ghostatlas3
Is it that different from $BONK which was airdropped to various Solana eco teams?
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Ghost Atlas
@ghostatlas3
Topped when $DANCAT ran to 10B on DegenChain
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Ghost Atlas
@ghostatlas3
Is there an ELI5 anywhere around $degen / allocations / tipping?
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Ghost Atlas
@ghostatlas3
Confused yet optimistic…
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Ghost Atlas
@ghostatlas3
Not worse than the Manhattan real estate analogy
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Ghost Atlas
@ghostatlas3
Future Business Insider headline: “Meet Linkedin - the scrappy upstart taking on Farcaster on its own turf”
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Ghost Atlas
@ghostatlas3
TradingView will do. Just switch axis to %
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Ghost Atlas
@ghostatlas3
Maybe the Helium jokes will stop now…
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Ghost Atlas
@ghostatlas3
Per CEO it’s the entire value prop - distributed hard-to-throttle mass scraping of platforms that restrict api access and want to sell all that user contributed data to Google for billions
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Ghost Atlas
@ghostatlas3
Yes- Pendle caught on off the back of LSTs. Credit tranching still hasn’t as defi lending is overcollateralized. I think MetaStreet is trying concept again. Might be premature as you need investors w/diff risk appetites for tranching to work.
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Ghost Atlas
@ghostatlas3
Can’t see why indexing shouldn’t be bigger in DeFI than it has been. Credit tranching, and time tranching as longer term lending starts to happen?
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Ghost Atlas
@ghostatlas3
Gold: the new analog Bitcoin
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Ghost Atlas
@ghostatlas3
public hasn’t been able to know how much or little models have been neutered by policy; with this case, plus rise of unregulated black market models, more may be revealed.
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Ghost Atlas
@ghostatlas3
Holy shit is blastscan really running on IIS?
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Ghost Atlas
@ghostatlas3
I know many times it’s the web2 parts that break, but not a good look for future of finance to crap out on a regular basis. CB was is 12yrs old; at similar stage Facebook was serving 900mm DAUs.
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Ghost Atlas
@ghostatlas3
I’d say capital more mobile in each cycle. Qqqs and btc often move together. etf APs are out there buying spot from somebody, those somebodies suddenly have funds for more NFTs and alts. wealth effect prob still holds.
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Ghost Atlas
@ghostatlas3
Happy 60k day everyone! Remember…
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Ghost Atlas
@ghostatlas3
If you want to bet on NFT activity and prices going up but don’t want to learn about NFT collections, are there defi or platform tokens you should pick up? $Blur?
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Ghost Atlas
@ghostatlas3
I used Nostra front end to swap; worked ok after the 1st day. Ended up LPing there instead of bridging back though.
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