Felipe Montealegre (IFS)

https://x.com/TheiaResearch/status/1876618725547233417

skininthegame

I enjoy hanging out in this channel because I prefer the concept and vision of skin in the game over ownership

· It's clearer to normal users
· It communicates the outcome
· It's something that everybody wants 
· It says what life is like without it: "You can't win"

https://paragraph.xyz/@jayme/skin-in-the-game

Taleb gave us the tools to win and then loudly began to root for our failure

And that somehow makes sense given his character

Taleb gave us the tools to win and then loudly began to root for our failure

And that somehow makes sense given his character

https://warpcast.com/jayme/0x2c1fedd1

DeFi

A few months ago there was a discussion of whether Uniswap v3 pools were profitable under the microscope of a markout analysis. I recommend this piece to understand the puts and takes.

A few months ago there was a discussion of whether Uniswap v3 pools were profitable under the microscope of a markout analysis. I recommend this piece to understand the puts and takes.

https://crocswap.medium.com/usage-of-markout-to-calculate-lp-profitability-in-uniswap-v3-e32773b1a88e

This is an industry built on the power of incentives

And incentives can quickly turn us into narrative and cobweb spinners

Remember
Truth is the fundamental ingredient to good outcomes

Investing in fundamentals means a attempting to learn the truth

Farcaster

I’ll be posting fundamental analysis on liquid tokens and interesting mental model analyses

Lots of python models — don’t miss it!