Joshua Lim

in crypto: co-head markets @falconxglobal; co-founder ceo @arbelosxyz (acq by FalconX); head of derivatives, genesis; galaxy. prior life: equity derivs GS; UBS

[Joshua Lim @joshua_j_lim]

114 year-old blue-chip stocks are the new pumpfun memecoins

[Joshua Lim @joshua_j_lim]

with more regulatory clarity in crypto comes the inevitable convergence of tokens and tradfi RWA

@FalconXGlobal is a liquidity provider across cexes and defi venues covering the majority of the token universe, and we are proud to join other industry leaders in the @Blockworks Transparency Alliance founding cohort

[Blockworks @Blockworks]

The full founding collective includes:

- exchanges
- custodians
- market makers
- stablecoin issuers
- funds
- protocols
- launch platforms

All publicly committed to the Token Transparency Framework.

[Joshua Lim @joshua_j_lim]

can't believe I missed the zachxbt tweet on Avis

[Joshua Lim @joshua_j_lim]

@NashRate based on real life events

[Joshua Lim @joshua_j_lim]

“honey how was your day?”

[Jeff Park @dgt10011]

Back when Bitcoin ETFs launched in 2024, I shared there will come a day when the technical wonders and landmines of Bitcoin is going to end up creating some corner cases for product differentiation by issuers.

That day feels nearer. Make sure you choose the right fighter 😉

[Joshua Lim @joshua_j_lim]

@samuelmandrew 180d constant maturity, there's not much liquidity / time series history beyond that

[Joshua Lim @joshua_j_lim]

1/ I’ve spent most of the last few weeks since the Google, Caltech papers to think about tradable implications around quantum computing and crypto

specifically what happens to the market around q-day

[Galois Kevin @Galois_Capital]

Mostly agree with this analysis. I have some other thoughts on q-day market dynamics I’ll put together when I have some time

[Joshua Lim @joshua_j_lim]

@etherblaize great idea for the next one perhaps

[Joshua Lim @joshua_j_lim]

@kevinyb AI is def tied in here... will make quantum research faster and pull fwd q-day even more

[Joshua Lim @joshua_j_lim]

@HadickM

[Joshua Lim @joshua_j_lim]

18/ in sum, we see a mixed bag of warning signals for q-day risk, some are flashing red but could mostly be conflated with other sources of systemic risk or secular trends

but pay attention! for investors looking to manage their quantum risk and speculators alike, tradable ideas will emerge in these signals and instruments

[Joshua Lim @joshua_j_lim]

17/ meanwhile IBIT put-call OI ratio HAS shifted directionally toward puts