CryptoKam 🔺

Thoughts and research, mostly DEXs and stables. Previously Quant Contributor @traderjoe_xyz . Ex Credit Risk Manager - Financial Institutions Coverage, Engineer

[CryptoKam 🔺 @TheBestLifeK]

@blue_clarity My biggest shock of 2022 was finding out Blue had a beard. Didn’t see that coming

[Bruno Maçães @MacaesBruno]

We have to realise there has never been anything comparable in all of human history

[researcher: octopus @8ctopuso]

@owocki Symbols and images are alive. They feed on human attention and want to be spread. As they spread and receive more attention, the symbol itself gains power and can summon its own egregore. The power and danger of idols and icons: once created, they are no longer under our control.

[Bruno Maçães @MacaesBruno]

This is such an extraordinary speech. I only ask of my followers to watch this. Then I leave you alone

[CryptoKam 🔺 @TheBestLifeK]

@TraderWawa Taylor Swift > cute puppy

[researcher: octopus @8ctopuso]

If your DAO needs a governance start, look at the Twelve Principles of Alcoholics Anonymous. Copy-paste-change to suit your needs.

For amazingly clear documentation (and to understand the distinction between decentralization and structurelessness), look at the AA Service Manual

[researcher: octopus @8ctopuso]

I really wish we had a more charismatic villain than Gary Gensler.

Batman has the Joker, and I get this? 😁

[CryptoKam 🔺 @TheBestLifeK]

@emollick So Dolores, tell me about your day… Westworld vibes for sure

[Ethan Mollick @emollick]

This is quite the paper!

It gave 25 AI agents motivations & memory, and put them in a simulated town.

Not only did they engage in complex behavior (including throwing a Valentine’s Day party) but the actions were rated more human than humans roleplaying. https://t.co/G7oJW1S3na

[CryptoKam 🔺 @TheBestLifeK]

@0xHamz @Pentosh1 @CanteringClark Why charts and not run AI on the data underlying the charts?

[CryptoKam 🔺 @TheBestLifeK]

Going through this thread is a good reminder that everyone has a religion. Even if they don’t call it that

[Balaji @balajis]

The regulatory choking of AI begins.

You’ll be able to use it for engineering and design, but not to bring down the cost of medicine. Not in the West at least…

[Wawa🌊📘 @TraderWawa]

This is only on 2 chains. Imagine when we takeover BNB and Arb.

Back of the envelope:
-Sjoe fee take 15%
-No change in volume (one of the more bearish cases)
-Required return is 15%

$226,293 * 0.15 / 0.15 = $82,596,945 (8.9% discount to current MC)

Not bad for a bear scenario

[CryptoKam 🔺 @TheBestLifeK]

Is there a ‘How Stella Got Her Groove Back’ for crypto traders?
Haven’t been able to trade anything since FTX collapsed.
What can I watch to get my mojo back?

[CryptoKam 🔺 @TheBestLifeK]

Just launched. Looks next level

[‎Hassan @hassantsyed]

ChatGPT powered scraper

[CryptoKam 🔺 @TheBestLifeK]

@seandsweeney https://t.co/F2B0GSlx6A this is worth considering. A great read.

[CryptoKam 🔺 @TheBestLifeK]

@Roadmap2Retire Retiring?

[CryptoKam 🔺 @TheBestLifeK]

@0xfbifemboy That’s exactly what I did with Cathie Wood. I’ve moved on to Warren Buffet now

[dan barker @danbarker]

Harry's book is written by one of the most interesting ghost writers around: @JRMoehringer

His absent father was a radio DJ, so he knew his voice but not what he looked like

He wrote Phil Knight's 'Shoe Dog', & Agassi's 'Open', & won a Pulitzer for this: https://t.co/i5DtxEN2hG

[CryptoKam 🔺 @TheBestLifeK]

@CanteringClark It resonates if you’ve ever tried to make a change in your life and felt like you’ve moved on from your friends. They’re holding you back.
How far would you go to hold on to your new dreams? But the trick in the movie is, it’s told from the other view, of the friends left behind

[fish @cryptofishx]

You’d think we’d be chilling now that we’ve shipped our biggest innovation since inception.

Nope. Still so much more building to do. Q1 going to be one of our busiest quarters yet.