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Replying to @kaledora
19/ TLDR; perps will become the listing engine for RWAs, outpace tokenizers, and usher in the golden age of the 'perpification of everything'
disagree with me in any comments below :)
kaledora
5,487 posts
kaledora
@kaledora
Joined October 2020
- heard a rumor there's going to be really cool merch at the ostium event...
- Non-crypto people are going to love paying 360% a year to hold their Nasdaq position!
- Replying to @essenaccountthis is what a german feels when they’re in an environment without a sufficient number of words containing 15+ letters
- can someone explain what is going on here? solana bottom on: - hyperliquid: $196 - jupiter: $203 - gains: $203 - ostium: $203
- very very impressed by what anthropic has pulled off in the last several days some reflections I shared with our growth team in response... - this is perhaps the most brilliant example in recent memory of a company in an extremely (the most?) competitive space with recent majorGOOD MORNING NEW YORK CITY COME DO YOUR BEST THINKING AT OUR THINKING SPACE IN THE WEST VILLAGE SAY NO TO SLOP
- 1/ a perp-first real world asset listing strategy will front-run tokenization with a better primitive and make tokenization on most assets effectively obsolete a thread:
- the problem with all the tokenized solutions is they have zero liquidity you pay roughly 97x more to trade tokenized TSLA xStock on jupiter (eg ~$41k vs. ~$427), for instance, than through synthetic stock perps on @ostium - some examples: 1. TSLAx (Solana) - the TSLA/USDC
- people don't seem to love the uncomfortable truth that tokenized stocks: - have no liquidity - are only going to become more fragmented w/ more wrappers - are a terrible deal for anyone with access to the underlying however: - synthetic long/short tradfi "perps" will be the1/ a perp-first real world asset listing strategy will front-run tokenization with a better primitive and make tokenization on most assets effectively obsolete a thread:
- If you’re under 30 and have never had a period of great humbling or deep lostness, I think one of the best things you can do for yourself is to push yourself until you do Everyone has limited time in life to build anti-fragility. The longer you wait to experience an event that
- I am calling for a Complete and Total Shutdown of depressing music in public spaces. Grocery stores around the nation today are committing daily acts of emotional terrorism on unwitting shoppers
