JollyBoomer

[JollyBoomer @JollyBoomer]

@_jamico Thinking that an oracle can fix or mask the problem that the underlying assets have no real (mark-to-)market makes doesn’t help.

[JollyBoomer @JollyBoomer]

@_jamico DeFi is a great but it cannot solve the underlying problem liquidity mismatches (“I want to be able to withdraw my USDC at any time”) and (“I want to access private credit premium which comes per definition with term and illiquidity”).

[JollyBoomer @JollyBoomer]

@elerianm Looks beautiful.
Is that's a pretty new Airbus 319 inside ?

[JollyBoomer @JollyBoomer]

@tetherwallet @btc @tether @btc - [email protected]

[JollyBoomer @JollyBoomer]

@Credit_Junk Long term downward pressure ?

[JollyBoomer @JollyBoomer]

@StantonReview (Noch) besser wäre es, wenn nicht so viele Lifte außer Betrieb wären, oder ?

[JollyBoomer @JollyBoomer]

@MoonboyAnalyst @cryptorover Well, it will push index trackers/huggers to sell. When the mnav<1 it will become a challenge to raise new capital and it becomes a very expensive btc wrapper….

[Treasury Secretary Scott Bessent @SecScottBessent]

17 years after the white paper, the Bitcoin network is still operational and more resilient than ever. Bitcoin never shuts down.

@SenateDems could learn something from that.

[JollyBoomer @JollyBoomer]

@nicovrg_ @arihantbansal @bgilliam1982 They are not that leveraged. And good access to leverage for 20% of your NAV (i.e. 1.2x leveraged) would mean they would need to save 10% on interest costs to justify 2% fees.. hmmm or trading at 0.9 of mNAV

[James Lucas @JamesLucasIT]

The beauty of Italy, region by region 🧵

1. Campania: an evening on the Amalfi Coast

[JollyBoomer @JollyBoomer]

@chameleon_7G @othingstodo_com In Africa

[JollyBoomer @JollyBoomer]

@KillinGswitCH98 What are mid-range single digit returns ? 5%-ish p.a.... ?

[JollyBoomer @JollyBoomer]

@KillinGswitCH98 Distressed debt buyer ? Definitely not !

[JollyBoomer @JollyBoomer]

@fintechfrank I love you podcast. I will buy you a coffee if you are still around in Wimbledon tomorrow morning.

[JollyBoomer @JollyBoomer]

@marcopabst @CantillonCH Which applies to every single AT1 issuer currently...

[JollyBoomer @JollyBoomer]

@marcopabst @CantillonCH Not calling = not being confident of issuing a new one currently ?

[JollyBoomer @JollyBoomer]

@BondHack @matt_levine What else could they have done ? Keep AT1 alive at par ? Wipe them a little out, 50%?

[JollyBoomer @JollyBoomer]

@fintechfrank Covid is back ?

[JollyBoomer @JollyBoomer]

@ramahluwalia How many shares in the trust are held by DCG ? They would benefit too from the pull to par, or ?

[JollyBoomer @JollyBoomer]

@ITVNewsPolitics ... and the rest of the UK. Prior to Brexit.