Monteluna

@monteluna

351 Following

705 Followers

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I really don't think this mystery is *that* hard to figure out.

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Last week epoch earnings for @velodrome when pulling our raw indexer data. This seems pretty normal and I don't see anything really popping out as something new. Kind of interesting that Optimism doesn't have any memecoin volume at all and most of that activity is on Base. Again, not an endorsement, just the raw data ranked by earnings.

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Probably should have casted this in /defi 😅

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Pulling the data on @aerodrome this AM for last week's epoch. - Still looks like Virtual is really dominating here as a high activity token. - I still have no idea what the issue is with MOG and I'm too afraid to ask. No pools here are listed as any endorsement by the way, just the table of raw information of pools ranked by earnings.

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I actually really recommend listening to Scott Aaronson on Quantum Computing, and if you have math chops buying his book "Quantum Computing Since Democritus" (I haven't read it yet but I do have it). There's a lot of stuff going around about Google's new Willow machine but what I am hearing is some pretty interesting stuff about cats, which is not at all what quantum is about, but this video should shed some light of the capabilities of quantum computing and what's in store in the next 20 years. https://www.youtube.com/watch?v=fuSZoh7EURI

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Holy shit I just received my Burner cards and inside of this red one was a First Edition Charizard. 🔥 Literally shaking right now. 🔥

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For the Mathematica enthusiasts https://writings.stephenwolfram.com/2024/12/useful-to-the-point-of-being-revolutionary-introducing-wolfram-notebook-assistant/

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Idk who makes these but these are awesome. I received mine and although they aren't the best security, definitely an easy way to onboard someone.

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The Dgen1 is going to pay for itself huh?

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MicroStrategy really is tradfi's OlympusDAO. Convertible bonds as they have converted, have diluted 40% more MSTR shares, but like protocol owned liquidity, the cash used in purchasing shares goes back into the balance sheet of the company. The key points are: 1. The shares are trading above NAV, but MSTR receives the premium. They are the main sellers in the market. 2. As the shares trades above NAV, the premium is used to buy more bitcoin. This is the "Bitcoin yield" Saylor discusses since each the ratio of Bitcoin per share keeps going up. 3. The suckers at the table are corporate debt bond traders since they effectively are doing a volatility swap, but they're earning a yield far better than the corporate debt market's average rates. What worries me is this may suffer the same fate of OlympusDAO if MSTR trades below NAV. Also, I'm sure the bond traders are leveraged up. Surely nothing can go wrong here. 😅 https://youtu.be/u3oT_IevEGU?si=taYqVELmLirWuv29

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Philadelphia, PA overlooking the Deleware River with Camden, NJ in the background (2015 colorized)

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If you want to serve your country, volunteer to be a part of the United States COBOL Corp! 😂

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One of the things that I've been working on the past few months is an end-to-end data portal for @aerodrome. Now that the system is starting to be reliable, I probably will be pushing to get this data out so people can see pool performance stats for the current epoch in real time. For example, this week I'm seeing a ton of volume on $VIRTUAL and $tBTC pools. Waiting for epoch flip to see what the final amount of fees earned is, but it is cool to finally be able to see this.

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Rekt on Parallel Finance https://rekt.news/paper-tiger/

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Saylor has realized one of the greatest financial engineering techniques and will likely end up being our generation's George Soros. I have been looking into the trade with Bitcoin, Microstrategy stocks, and the convertible debt offerings and I'm now convinced the low level details of capturing the volatility of stocks is a flywheel that reminds me almost of OlympusDAO, just legal. Simplified: 1. Use cash to Capture upside on Bitcoin. 2. Stock price goes up. 3. Convertible debt offerings get hit and the stock sales bring cash directly to the company instead of trading on the free market. 4. Use the cash to buy Bitcoin. Return to step 1. With the convertible debt serviced at subsidized cost trading it to commercial debt traders who are happy to get *slightly* more than standard market rates, the only suckers at the table are the bond guys, and they're *happy* to get this swap. This will continue to work as long as the bond guys continue to want to be the suckers.

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New SIAM book recommendation is out on Non-Linear dynamics. https://epubs.siam.org/doi/10.1137/1.9781611978162

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Activate your VPNs. https://x.com/WatcherGuru/status/1865062205894414674

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My pup when he had puppy fur and teeth.

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