turnerinterrupt pfp

turnerinterrupt

@turnerinterrupt

70 Following
29 Followers
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
@cjh Would appreciate a fav market list. Would also be cool if any daily fav’d markets get updated. Thoughts?
1 reply
0 recast
0 reaction
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
PG’s founder mode essay is odd. It’s objectively less insightful than his other essays and has disproportionately picked up coverage. It feels like a rediscovery of things he has written about prior and are not new to the startup space. It also strawmans MBAs. PG is at best accidentally coining the term ‘founder mode’ and then predicting it will become a common term. Some of the subsequent comments on it being a seminal essay are super cringe.
0 reply
0 recast
0 reaction
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
Limitless.exchange is down?
1 reply
0 recast
0 reaction
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
Many times on Thiel JRE podcast Rogan misunderstands Thiel by taking him far too literally. Thiel is always v abstract. Good pod.
0 reply
0 recast
0 reaction
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
FC feels very small. The power law distribution of channels means if you aren’t an ETH dev or willing to partake in FC infighting there isn’t much here. Polymarket discord chatter is 100x FC.
1 reply
0 recast
1 reaction
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
What RWA cos/protocols are represented here?
0 reply
0 recast
0 reaction
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
Far too many Polymarket crypto markets are either direct extensions of the options markets or massively unlikely dumb money markets, where the Yes crowd is delusionally buying massively -EV lottery tickets and the No crowd is just eating a massive opportunity cost, earning say 3% returns for 4 months of capital lock up. Thoughts?
0 reply
0 recast
0 reaction
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
At current prices there are 6-7% 4 month yields available arb'ing the SOL and ETH 2024 ATH markets..
0 reply
0 recast
1 reaction
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
One for the crypto options traders: Are SOL and ETH equally likely to hit ATHs in Q3 (according to options markets)? Feels surprising to me. Both are ~55% off but SOL has much clearer +ve momentum. It's interesting that they are both 12% to hit ATH in Q3.
0 reply
0 recast
0 reaction
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
Crypto transactions still annoy me. Let me specify the receival amount, not the send amount. I want exactly $X or Y crypto tokens in the receiving address, make the send amount slightly off a round number to account for fees. My starting Polymarket balance is $998.81 🙃
0 reply
0 recast
0 reaction
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
My first like is from someone's malfunctioning bot. I would love to endorse [Brand Name] and [Product] but alas they are a mystery..
1 reply
0 recast
1 reaction
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
An open q in my mind is how the RWA space fragments over time. If its purely a q of liquidity/network effects we may see a power law of large players offering all RWA investment types, and crypto users purely invest based on yield and crude risk profiling. Or maybe sector specific protocols/tokenomics outcompete for their niche (say private credit). Any thoughts?
0 reply
0 recast
2 reactions
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
The promise of RWA's is the promise of a positive sum sustainable yield source for crypto. Too much of crypto yield today is purely price risk and inflation of token supply.
1 reply
0 recast
2 reactions
turnerinterrupt pfp
turnerinterrupt
@turnerinterrupt
Literal first though on Warpcast on mobile is that text is too small.
0 reply
0 recast
1 reaction