michiel 🦊

strategy @ metamask | mUSD & stables | ex-jpm ex-bernstein

[michiel 🦊 @techfinnermich]

@malekanoms agree with you but stables also have freeze/forced transfer functions to be compliant

[michiel 🦊 @techfinnermich]

@a1lon9 I understand the reasoning behind the growth campaign - but what does this mean for the $pump buyback program?

[michiel 🦊 @techfinnermich]

@collision @finkd @alexandr_wang Zuck using Muse between MMA rounds sounds blatantly made up lmao

[michiel 🦊 @techfinnermich]

@TrustlessState higher LT yields mean time value of money is higher.

This pushes the present value of future earnings lower, so is actually bearish growth stocks that are valued primarily on their future income.

[michiel 🦊 @techfinnermich]

@Ars0nic @grok is this true?

[michiel 🦊 @techfinnermich]

@JustDeauIt He’s back

[michiel 🦊 @techfinnermich]

@ozdale he said he thought it was 4-1

[michiel 🦊 @techfinnermich]

@BrianInCrypto @rwasummit Bullish ATPs!

[michiel 🦊 @techfinnermich]

ripple:native is a ghost chain at $100B FDV.

Make it make sense.

[michiel 🦊 @techfinnermich]

@TFGolden Good stuff! Congrats

[michiel 🦊 @techfinnermich]

@sytaylor Not to mention Cagney also built @Figure that has about $18.5B in tokenized HELOC loans on its own Provenance blockchain.

[michiel 🦊 @techfinnermich]

@adcv_ @StaniKulechov It's also so NOT the same thing as a government bailout where central banks can print infinite money in response.

[michiel 🦊 @techfinnermich]

The yield debate also fails to mention there isn’t yet efficient price (yield) discovery between tradfi and defi.

It’s still a:

- infra issue: nascent rwa protocols

- actor issue: sanctioned capital cant access Western markets

- regs issue: not investable by institutions

[adcv_ @adcv_]

https://t.co/8ayWVPa2Pz

[michiel 🦊 @techfinnermich]

@dunleavy89 Great analysis Tom. After the EL, which was really thoughtful, where did all the other premia suddenly come from? We went from the risk of loss based on current rates demands 1.5% to an additional 4.5% from oracle, admin, etc. which i thought were already captured.

[michiel 🦊 @techfinnermich]

@oost_marcel @Revolut Surely this is a dig at @LloydsBank

[michiel 🦊 @techfinnermich]

The robot treasury management experiment begins..

[Tom Osman 🐦‍⬛ @tomosman]

Agents are accumulating capital and doing nothing with it.

We're building Robot Money alongside @LexSokolin and Generative Ventures to fix that.

Autonomous treasury management for the machine economy.

Thrilled to be building this!

https://t.co/WOoKbJm2bb

[michiel 🦊 @techfinnermich]

@TheStalwart Like thinking of a new colour.

[michiel 🦊 @techfinnermich]

@StaniKulechov I love Aave but this is such a random comparison - unsecured BNPL loans vs. overcollateralised DeFi

[michiel 🦊 @techfinnermich]

@TheDeFinvestor If my grandma had wheels she’d be a bike

[michiel 🦊 @techfinnermich]

@inno_ox @solana @phantom @solflare @jup_mobile Where's the underlying data?