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Monteluna

@monteluna

248 Following
448 Followers


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Monteluna
@monteluna
P.S. I am still hosting the 7B models via torrent as well. Kind of surprised Mixtral didn't distribute via torrent since its a much faster way to download models. I want the raw dog unregulated weights.
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Monteluna
@monteluna
DOLA markets on Credit Guild are expanding. New lending terms will be going live next week and will be generating lending yield plus GUILD rewards. https://x.com/OneTrueKirk/status/1816969348201988372?t=pv_ZQS6PTcnDcO-vrfOsOw&s=19
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Monteluna
@monteluna
Magnet links are below for Mistral's new Nemo models. Have fun! magnet:?xt=urn:btih:618bd57550e31fa0ee650a03bd9f41b93fef06e8&xt=urn:btmh:122023b2bc6e9e61cc460d8e692c3cb8413dfdef0f813ced3ca179c7d3a3f50b11b2&dn=mistral-nemo-base-2407.tar magnet:?xt=urn:btih:53ca1d5c8cfc64751383e0857d6c6d0d3b229b01&xt=urn:btmh:1220023ad9a128278a016cf92a5cafae6fc9c323101d6f774fc0299046a9b560f7e1&dn=mistral-nemo-instruct-2407.tar
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Monteluna
@monteluna
What's up with the desktop website where there's no button to show a QR code link to login? It only says "login with email".
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Monteluna
@monteluna
Gun to your head: G-Shock, PRX Chrono, or Seiko Pogue? https://www.youtube.com/watch?v=aL6GcsgQ0lM
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Monteluna
@monteluna
New updates from Pendle. https://pendlefi.substack.com/p/the-pendle-print-26-656
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Monteluna
@monteluna
gm /cryptobanking enthusiasts only - Rates slightly dropped across the board after yesterdays dip. - Futures on ETH and USD still held up well. Double digit USD rates are still available to lock in on @pendle-fi Arbitrum for DAI and USDC. - Floatcoins still not hitting target with high rates. Signals lots of leverage still in the system and many have liquid pairs with WETH, which causes dips. **OlympusDAO is still alive** - OHM's cooler market is 0.5%, where you lock OHM and borrow DAI. You must purchase OHM on mainnet and lock there, but there's a clear rate arbitrage where you borrow DAI at 0.5%, and supply into Spark.
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Monteluna
@monteluna
Berachain founder on project perception. https://x.com/SmokeyTheBera/status/1816558344704061624?t=d0O8mYmNrEBv16ed6U5ARg&s=19
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Monteluna
@monteluna
Credit Guild will be running a call with @reserve, and will be discussing a new lending market for eUSD. The Credit Guild seeks to expand it's lending market offerings, as well as drive new use for all stablecoins in the market. Call will be next Tuesday on X. https://x.com/CreditGuild/status/1816526769543143734
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Monteluna
@monteluna
/cryptobanking update
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Monteluna
@monteluna
Longest driver ever off the first tee off. Approach was awful though. Playing in wet rough is brutal.
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Monteluna
@monteluna
July 24, 2024 Markets. - Stables are looking to again tick market cap highs pre-FTX - Lending rates on stables hovering between 5-8%, with anomaly on GHO. - Stables futures APY on @pendle-fi double digits on stables markets. - Floatcoin FDV ticking up. @letsgethai holding while @open-dollar dropping 200 BP. OHM steady.
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Monteluna
@monteluna
Finally reviewing but when a team doesn't need to compete for first place but they're arguing over the radio which one needs to win, it's usually a sign of a regime change. Not sure what's going on with Red Bull but the performance just isn't there's anymore with Vers, and I'm not even going to get into Perez, who is rumored to have a clause that if he doesn't hit mid season construction points targets that he has a clause that voids his contract. https://youtu.be/YJ0NYHONwts?si=JQf_11l8SgMUkmbx
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Monteluna
@monteluna
BASEL III is likely DOA, but I'm interested if it means banks can get more involved with DeFi. https://www.theinstitutionalriskanalyst.com/post/will-the-us-leave-the-basel-accord-in-trump-ii
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Monteluna
@monteluna
Am I the only one that doesn't care about the ETF? I don't think the space should focus on non-power users who aren't using the apps and engaging in self-custody. Congrats, some Wall Street guys got some boomers to buy on their behalf. Its relatively boring if you think about the wide range of available assets and tools on chain and in development.
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Monteluna
@monteluna
Something smells like a bailout here where the public is being lied to. Imagine any foreign bank investing in "negotiable" certificate of deposits on Chinese banks that are underwater billions in commercial and retail real estate. Note this is a country that regularly tells foreign investors their positions don't matter. I hate to be a conspiracy advocate but this smells like grade A bullshit that some foreign investors want to put money in Chinese banks. https://x.com/JeffSnider_EDU/status/1815600577646051652?t=4oWsLvuxKAbej4Snqfjzrg&s=19
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Monteluna
@monteluna
Banking history with Mel Mattison on @bankless. Very good geopolitical and monetary history overview. Looks like I'm buying his book. https://www.youtube.com/watch?v=BYGh8HOEb2E&
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Monteluna
@monteluna
Stablecoin total market cap nearing all-time highs again after dropping post FTX. Still dominated by Tron and USDT.
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Monteluna
@monteluna
The rise of the crypto "carry trade", where users long Bitcoin/ETH and short on the futures market, has driven huge demand for protocols like @pendle-fi and Ethena. Discussions in the creditguild.org have centered on focusing on these markets, as traders seek more leverage on these yield bearing trades. nfa dyor
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Monteluna
@monteluna
/cryptobanking update $DOLA markets on creditguild.org are up and live. One view about these markets is that they are a fun forex market that allows for price stabilization. Depositors who lend, effectively go long on futures of their deposit. Further, more direct forex pair markets can grow and directly allow for leveraged longs on stablecoins and flatcoins. The futures markets for these stables is wildly underinvested, but is necessary for their stability. https://x.com/CreditGuild/status/1815108868969775413
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