Monteluna

@monteluna

492 Following

604 Followers

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LA Galaxy has completely sunk. They haven't won a single game all season. I haven't seen a regression this bad in so long. Honestly sad to watch.

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If you know anyone working on a product to effectively manage treasuries for Ethereum teams, let me know how I can help. I've watched multiple teams blow up from some absolutely horrible treasury and token management. - Why are teams sitting in cash earning no yield? - Why are teams taking funds and offering cash bonuses when you could offer tokenized options? - Why are teams doing TGE when they could auction and sell token options in rounds instead? - Why are teams paying for backdoor CEX listings and market making when DEX liquidity using stuff like Drome or a plan for protocol owned liquidity are more capital efficient? I get we do have a standard for SAFTs, TGE, and general treasury management, but its disgraceful that we keep doing the standards that are clearly less transparent and worse for consumers and investors. We have an SEC that clearly is open to experimenting as long as everything is above board. Now is the time!

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I was 14,118 km away from today's mystery location 📍. Can you beat me? Absolutely smoked.

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Definitely enjoying Matt Levine's take on Circle. I've listened to Matt for years now and it's clear he's flipped from "crypto is junk and useless", to being open minded about the tech. Crazy to watch this in real time, despite it taking almost 4 years for some of the most deeply entrenched tradfi folks to finally flip. https://www.bloomberg.com/opinion/newsletters/2025-04-02/stablecoins-are-growing-up

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Tsunoda is cooking right now in P3. This market is way too high. Should be more like 10%. https://polymarket.com/event/f1-will-lawson-finish-ahead-of-tsunoda-in-the-japan-grand-prix/f1-will-lawson-finish-ahead-of-tsunoda-in-the-japan-grand-prix?tid=1743822955366

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I seriously believe this man is one of the most prolific journalists of our time https://www.youtube.com/shorts/_rdTu19AH6g

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I guess we can do this?

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I was 3,805 km away from today's mystery location 📍. Can you beat me? Well... Damn

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My buddy who's on the UPenn government data team made this real time budget tracker. @polymarket you know what to do. https://budgetmodel.wharton.upenn.edu/issues/2025/4/3/real-time-federal-budget-tracker

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Congress is deciding if all non-g7 currencies will become memecoins.

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Infinex Patrons unite!

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Definitely hitting the sophomore slump on sim. 😭 I can crush some wedges for someone who's only been playing a year so hopefully the long irons come back.

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All the day traders are super quiet now that all of the bull(shit) posting since the Trump election has turned out to be completely false. This space needs far less: - Price Targets - Technical Analysis - Begging the government to buy your coins. - Memecoin nonsense This space needs more: - Risk Management - Portfolio Optimization - Volatility Minimization - Yield swaps - Sustainable cashflows that compounds over time As someone who has seen multiple cycles, a lot of these trader dudes bust out and lose all their following after 1 or 2 cycles. I am sorry but I hope they are never seen again.

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I was 110 km away from today's mystery location 📍. Can you beat me? Wow this was all luck.

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I was 103 km away from today's mystery location 📍. Can you beat me?

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Took me a really long time to realize complex numbers aren't necessarily "complex", but that they represent system parameters in a "different" phase space with extra data, where you can map the phase space 1-to-1 to the original system. This is a really good recent SIAM that explains complex solutions to spring systems, where in the complex phase space, you can just imagine a "rocket" that spins around the end of the spring at fixed rotational speed. It's almost always better to learn the system and these solutions in the complex space phase space! https://www.siam.org/publications/siam-news/articles/geometry-of-the-phase-lag/

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"I proposed to my girlfriend this weekend. 💍💍 Here's what it taught me about building on Base 💪💙." Soon 😭.

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One of the most frustrating things about Ethereum's ecosystem is we absolutely do not use yield bearing tokens enough. - I don't want to tip in @warpcast, I want to stake USDC in Morpho protocol and have the yield perpetually stream to people I like. - I don't want to bet USD dollars in @bracky, I want to exclusively trade Pendle YT while keeping PT so no one loses money. There are lots of other examples of this but the main point is a lot more yield bearing tokens should be used. Its way more capital efficient and there isn't really a larger risk for teams to just integrate more yield bearing token types.

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For the love of god stop using Telegram. https://www.youtube.com/watch?v=24Xo2ZMU-sY

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